Course Leader Profiles

Our instructors are committed professionals who lend their time and talent to these professional development courses. They are:

Paul Ambos, CA, a graduate of the University of Toronto, received his CA designation in 1980. With over 25 years experience in sales taxes, his career includes several years with international public accounting firms and a large public organization. Paul is a member of the Canadian Tax Foundation and a frequent presenter of sales tax courses for the ICAO.

Debbi Arnold, BComm is the owner of D.A. Consulting, a business-coaching firm. With a strong marketing background, Debbi specializes in coaching business owners to focus their efforts on winning products and services and increase their overall profitability. With a Bachelor of Commerce degree and a Marketing and Sales Diploma, Debbi understands both the theoretical and practical aspects of running a successful business. She also shares her expertise while teaching at George Brown College in their Small Business Certificate program and at Bonnie Gordon College of Confectionary Arts. In the Fall and Spring D.A. Consulting offers workshops that are tailored to entrepreneurs wanting to learn how to better market their business and improve their productivity.

David Baker, CA earned his CA designation in 1981, receiving an award as a top UFE writer in the Waterloo Region. In 1983 he began his own public accounting practice in Elmira, Ontario serving local small and medium-sized owner-managed businesses. After 21 years as a sole practitioner, Dave retired from practice and now devotes his time to professional development activities. He has taught CA finalist students at the ICAO School of Accountancy annually since 1984 and has written numerous case studies and examination questions used in that program since 1988. In addition to teaching part-time at the University of Waterloo for 12 years, Dave has written and presented a variety of courses to CAs and CA students.

Tim Benson, CFA is a Principal of The Marquee Group with extensive experience in Investment Banking, Equity Research, Corporate Finance and Investor Relations. Prior to joining The Marquee Group, Tim was part of the senior management team at Retirement Residences REIT, a TSX listed real estate investment trust, with responsibility for business strategy, corporate finance and investor relations. Tim was also involved in negotiating the sale of the company to a private equity buyer (total value of the transaction was $2.8 billion). Previously, Tim worked in the capital markets for over ten years. While at a merchant bank he made private equity and mezzanine debt investments. At UBS Securities he was a sell side equity research analyst covering the Canadian oil and gas sector. As a member of the Investment Banking group at BMO Capital Markets, Tim was involved in a number of financings, mergers and acquisitions and securities valuations with clients in the oil and gas, utility and agriculture sectors. Tim received his Master of Business Administration degree from the Richard Ivey School of Business and a Bachelor of Commerce degree from the Haskayne School of Business. He has also attained the Chartered Financial Analyst (CFA) designation.

Dan Black, BA, LL.B. is Counsel in the Toronto office of Davis LLP, where he practices within the Employment and Labour Law Group. Previously, Mr. Black was a partner in the employment and labour law practice group of another national law firm where he practiced for 10 years until 2006, when he joined Closing the Gap Healthcare Group, an Ontario health care organization, as Vice President, Legal and Business Development. Mr. Black has extensive experience in workers’ compensation law, including assisting clients to deal with a wide variety of issues before the Ontario Workplace Safety and Insurance Board and the Ontario Workplace Safety and Insurance Appeals Tribunal. He received his BA (English) in 1991 from the University of Toronto and his LLB from Osgoode Hall Law School in 1994. He was called to the Ontario bar in 1996.

Ward Blatch, CA is a Senior Associate with K2 Enterprises Canada. Since joining K2 Enterprises in 2005, Ward has provided consulting and training services throughout the United States and Canada. Ward also has his own practice in Nova Scotia which focuses on the issues of small accounting firms and professional businesses in Canada, providing training, support, and network evaluations.

Mark Blumberg is a partner at the law firm of Blumberg Segal LLP in Toronto and works primarily in the areas of non-profit and charity law. He has a B.A. in Political Science from the University of Toronto, an LLB from the University of British Columbia and a LLM from Osgoode Hall Law School in Tax Law. Mark is on the Executive of the Canadian Bar Association (CBA) National Charities and Not-for-Profit Law Section and is also on the Executive of the Ontario Bar Association Charity and Non-profit law section. Mark is also the editor of at www.canadiancharitylaw.ca – a Canadian charity law website and www.globalphilanthropy.ca – a Canadian website dedicated to legal and ethical issues for Canadian charities operating abroad.

Robert Boulton, CA, CBV is the Director of Professional Affairs at The Canadian Institute of Chartered Business Valuators. Bob has practiced in the areas of business valuation, corporate finance and the quantification of economic damages. Bob has consulted on valuation matters concerning shareholder disputes, mergers and acquisitions, estate and tax planning, and minority oppression actions; damages quantification matters concerning commercial disputes, intellectual property infringement, professional negligence; and Competition Act matters relating to mergers and acquisitions.

Jane M. Bowen, FCA has been involved in professional development and education for CA’s for many years. Jane has been a seminar leader at the Institute of Chartered Accountants of Ontario's School of Accountancy and is currently the Co-ordinator for the Professional Practice portion of the School. She currently lectures in financial accounting and audit at the University of Ontario Institute of Technology (UOIT) in Oshawa. Jane has also been involved in the preparation and presentation of numerous professional development courses for chartered accountants including: Professional Practice Update, Auditing Refresher, Accounting and Auditing within the Not-for-Profit sector, and Accounting for Income Taxes. She also is on the development team and has presented at the In-depth GAAP course available through the CICA. Jane is also the co-author of two publications, Guide to Preparing Financial Statements, and Designing and Using Effective Analytical Procedures, published by Carswell.

Paul A. Busch, B. Math, CA is a Chartered Accountant that has practiced as a sole proprietor for the past 22 years in Mississauga, Ontario after applying his skills in a manufacturing setting for two years. Paul serves Small and Medium Enterprises, offering assurance services, tax compliance and planning, succession planning and general business advice. Paul has lectured in accounting at Sheridan College and for the Federal Employment Opportunities program.

Christa Casey, CA joined Welch LLP in 1995 as a co-op student and obtained her CA designation in 1999. In January 2010, Christa was appointed as Welch LLP’s Director, Not-for-Profit Sector because of her extensive experience in auditing not-for-profit organizations. Prior to this, Christa was a Quality Assurance Manager for nearly four years. Her previous and current position require a high level of technical competence while staying informed of all developments in accounting and auditing standards. Christa also teaches various accounting and audit courses at internally at Welch.

Christina Cavanagh is a business consultant. Her core knowledge centres on marketing, strategy, and communications in both business and academic settings. She was executive director of Toronto CFA Society and affiliated with Rotman School of Management conducting workshops on public speaking and presentation skills for MBA candidates. She was a professor at the Richard Ivey School of Business using case and lab methodologies teaching strategic, workplace, stakeholder, international, media and crisis communications to MBA and EMBA candidates. She is author of the book Managing Your E-mail: Thinking Outside the Inbox, Copyright © 2003 Christina Cavanagh, John Wiley and Sons Ltd., a sought-after guest speaker, having appeared in print, radio and television in North America, Europe and Australia. From 2002-6, she was a part-time columnist for the Globe and Mail (Inbox Insights) writing about workplace email. See www.christinacavanagh.com or www.36sambir.ca

Steve Chapelle is a Toronto-based IT professional, having held management and analyst positions in Technical Support, Operations and Client Services, primarily in the financial services industry. More than 20 years’ experience has included Microsoft, IBM and Novell operating systems, and from corporate environments to the home office. Steve is an Approved External Provider to the Toronto District School Board, was past Chair and Director of Beatty Buddies Daycare in Toronto, and a volunteer with Junior Achievement of Southern Ontario. Certifications have included MCSE, MCDBA, A+ and SCSA. Workshop details and contact information are available at www.stevechapelle.ca

Jake Chazan, BA Hons. (Econ.), CA prior to returning to public practice through his sole proprietorship was involved in the financial services sector in a number of varied capacities. Those included the structuring and execution of derivative products to assist government and major corporations in North America to manage interest rate, currency and commodity price risk. In addition, he was a corporate and commercial lender with a major Canadian bank. More recently he has lectured in accounting at two Greater Toronto Area colleges.

Stephen Chesney, FCA is a partner in the firm Parker Garber & Chesney, LLP Chartered Accountants and currently specializes in the field of condominium corporations. Presently the firm is appointed as auditors for over 300 condominium corporations in Ontario and is well known in the condominium industry. Stephen has been teaching the subject of accounting and auditing of condominium corporations for many years and has previously taught accounting courses for the MBA program at York University. He has recently completed his position as chair on a task force for the Institute of Chartered Accountants of Ontario that revised the guidelines regarding the preparation and auditing of financial statements for condominium corporations.

Rob Clayton, CA is currently a Senior Manager in audit, at the Ottawa office of KPMG LLP and works solely with public sector clients which include municipalities, universities, colleges, school boards and a number of not-for-profit and charitable organizations. While working in public practice he has been senior manager in charge of the local public practice audit group as well as the local UFE training coordinator. Rob is currently an active member on the board of the Ottawa CA Association and has been in that role for three years.

Carolyn Cohen is the founder of Just in Time Training and Consulting Inc. She has extensive experience helping organizations and individuals with matters such as hiring, performance, discipline and termination. Carolyn has a Chartered Accountancy designation, a Human Resources designation, a certificate in Adult Training and Development, as well as a Master degree in Social Work. She has taught at the post secondary level and her views on People Management issues appear regularly in the media. Carolyn can be reached at carolyn@justintimetrainingandconsulting.com.

Barry S. Corbin practises through Corbin Estates Law Professional Corporation in the areas of income tax and estate planning, estate administration and mediation of estate disputes. Barry is certified as a specialist in Trusts and Estates Law and is a Fellow of the American College of Trust and Estate Counsel. He is the recipient of the 2008 Award of Excellence in Trusts and Estates presented by the Ontario Bar Association (OBA). Barry is the current chair of the Estates Subcommittee of the Attorney General’s Civil Rules Committee.  Barry has been an instructor and author for the Law Society of Upper Canada (LSUC) Bar Admission Course on Estate Planning and Administration and has developed and taught courses for the Institute of Chartered Accountants of Ontario professional development program for many years. Barry has presented papers at numerous LSUC and OBA continuing legal education programs, and has written articles for a wide variety of professional publications. He was called to the Ontario Bar in 1982.

Patrick Delaney, CA - after successfully passing his C.A. exams in 1983 he became a member of the Ontario Institute of Chartered Accountants. In 2004 he passed his C.P.A exams and is a registered member of the State of Illinois CPA Society. He spent ten years in public practice where he completed that phase of his career as a senior audit manager in a large C.A. firm. He is now a Senior Lecturer at Concordia University’s John Molson School of Business in Montreal where he teaches and researches assurance standards as a full time faculty member. He teaches primarily in the Diploma in Chartered Accountancy Program. He conducts many professional development seminars for the Quebec Order of Chartered Accountants continuing education program and authored many case studies for their professional education program. He is active in consulting work where he performs external audit file monitoring activities and also offers in house training seminars for small and medium sized firms in the area of auditing standards and audit efficiency. He is an active member of many Montreal area C.A. firm’s Quality Control Department as an external specialist. He recently completed a World Bank financed training program for the Central Organization for Control and Auditing of the government of The Republic of Yemen.

Karen Denega - after earning her designation as a Chartered Accountant and working for Ernst & Young for nearly a decade, Karen launched a boutique consultancy, specialising in training and development. A leadership and change management expert, Karen assists individuals, teams, and leaders to increase their effectiveness, helping them develop the skills they need to achieve their peak performance – at work and in life. She has taught over 2,000 individuals and led more than 200 training and coaching sessions on topics that focused on helping people thrive - personally and professionally. Karen currently offers training on topics such as leadership, change management, goal achievement, strategic thinking, business planning, problem solving, and communication skills. She has given talks on topics like how to build consensus and collaboration, stress management, empowerment, and personal mastery. Her clients have included government ministries, professional associations, small business owners, business leaders, busy professionals, and working parents. Recently, Karen has partnered with the ICAO to begin providing web-based learning, through her company Unlock Your Peak Potential, to accommodate the increasing demand for just-in-time webinars and live training over the internet.

Elizabeth J. Farrell, CA is a Professor at the Schulich School of Business. In recognition of her excellence in teaching she was selected as the winner of the 1999, 2003 and 2009 Seymour Schulich Award for Teaching Excellence and nominated for the award in 2004, 2005 and 2006. Elizabeth has served as a seminar leader at the ICAO and currently as assistant coordinator. She has taught executive development courses for the Schulich School of Business, professional development courses for the ICAO and CA firms. Elizabeth is a co-author of Intermediate Financial Accounting. Her publications also include an accounting case analysis software package, study guides, IFRS Property, Plant and Equipment, Intangible Assets and Impairment and ASPE: A Comparison to IFRS. professional development course, and a variety of case material.

Mark Feigenbaum, Esq., CA, CPA is a US attorney and a US Certified Public Accountant and a Canadian Chartered Accountant. His practice specializes in assisting clients, and their accountants, lawyers and financial planners with cross border legal and tax issues facing individuals primarily in the sports, music, and entertainment industry and businesses in all industries expanding into the US, individuals moving to the United States and U. S. citizens who live in Canada. He also has specific expertise in the US estate, gift, generation skipping and trust taxation and represents clients in immigration petitions, naturalizations and renunciations and other legal matters including U.S. corporate, employment, and tax litigation before the IRS and the US Courts.

Rose Femia, CA joined Fazzari + Partners LLP in 1996 as a co-op student and obtained her CA designation in 2002. In February 2010, Rose was appointed as Fazzari + Partners LLP’s Quality Assurance Manager. Her current position requires her to keep well informed of all developments in accounting and auditing standards. She also facilitates training to all partners and staff within the firm and provides monitoring services to other firms.

Neil Fettes is a teacher and writer who has been involved in education since 1991. He is currently teaching English, History and Business at AY Jackson Secondary School in Toronto.

Allan W. Foerster CA is currently a full-time accounting faculty member at the School of Business and Economics at Wilfrid Laurier University where he teaches senior financial accounting courses in the graduate and undergraduate programs. A frequent commentator on the Business News Network, Allan has also participated in various CICA educational programs and was the co-author of the CA magazine article ASPE: What has Changed. Allan was a member of the inaugural task force of the CICA assisting in the development of the Accounting Standards for Private Enterprise.

Steve Fortin, CA, PhD is a professor at McGill University in Montreal. Steve practiced accounting with Samson Bélair/Deloitte & Touche before joining the McGill Faculty of Management in 1999. He currently teaches Financial Accounting at McGill and leads seminars on the subject of accounting and derivatives to finance and non-finance executives, at Canadian corporations.Steve’s main research interest is accounting for derivatives securities. He wrote his thesis on the subject, in which he successfully restated the financial statements of gold mining corporations to reflect their derivatives positions.

Krista Franklin, CA is a finance executive with over 17 years of experience across industries with a property and casualty insurance focus. Her areas of expertise include divestitures, acquisitions and integration; strategic planning, analysis and implementation; and financial and risk management. Krista is currently a Vice President at Aviva Canada in Toronto. She previously worked at KPMG Corporate Finance, RSA Canada, and as CFO of a commercial insurance brokerage. Krista obtained her CA designation in 1995.

Ken Froese, CA·IFA, CFI of Froese Forensic Partners Ltd., a mid-sized forensic accounting boutique, has been involved in numerous fraud related cases, including investigating allegations of government corruption, management and employee fraud, third party fraud, cheque kiting, secret commissions, and organized crime activities. Ken has given expert testimony in criminal and civil courts in Ontario and Quebec. He also uses his fraud knowledge and professional standards experience to provide litigation support services in relation to auditor performance matters. He is a founding Director of the Association of Certified Forensic Investigators of Canada and past Regional Governor of the Association of Certified Fraud Examiners. He is also the author of two ICAO courses related to fraud and fraud risk assessment.

Michael Fromstein, MSc, MBA, CA, TEP received his CA designation in 1980. Michael has been preparing and delivering instructional material since the mid-70’s for McMaster medical students. Michael has presented seminars for lawyers in Toronto and Montreal as well has being involved in professional development seminars for accountants. In addition to practicing in the area of tax and estate planning since the early 1980s, since 2008 Michael has been involved with the launching of an SaaS (software as a service) Practice Management version of BalaBoss.

Colleen Gallagher, CA is a manager at RLB LLP, Chartered Accountants and Business Advisors and works in their Guelph office. Colleen has been in public accounting since 1998 and involved in the accounting industry since 1991. Before joining RLB LLP, she has worked in industry, for not for profit organizations and in the public sector's universities. In her current role at RLB, she has a strong focus on new accounting standards implementation and provides leadership in quality controls anmd professional development. She manages several of the firm’s assurance engagements and has a particular interest in the not-for profit niche.

Chuck Gallozzi lived, studied, and worked in Japan for 15 years, immersing himself in the wisdom of the Far East and graduating with B.A. and M.A. degrees in Asian Studies. He is the author of the book, The 3 Thieves and 4 Pillars of Happiness, 7 Steps to a Life of Boundless Joy. He is also a Certified NLP Practitioner, speaker, seminar leader, and coach. Corporations, church groups, teachers, counsellors, and caregivers use his more than 400 articles as a resource to help others. Among his diverse accomplishments, he is also the Grand Prix Winner of a Ricoh International Photo Competition, the Canadian National Champion in a Toastmasters International Humorous Speech Contest, and the Founder and Head of the Positive Thinkers Group that has been meeting at St. Michael’s Hospital, Toronto since 1999. He was interviewed on CBC's Steven and Chris Show, appearing nationally on Canadian TV. Chuck is a catalyst for change, dedicated to bringing out the best in others and he can be found on the web is at: http://www.personal-development.com./chuck/ and http://boundless-joy.com/.

John M Gardner, FCA, MBA, CDir. With more than sixteen years experience as a CEO of large corporations, Mr Gardner has successfully led corporations in achieving significant financial accomplishments through the proper development and execution of a strategic plan. Currently Mr Gardner focuses his time between corporate directorships and assisting companies achieve their competitive advantage through strategic planning. Mr. Gardner is a director of Alliance Grain Traders Inc. (AGT TSX) Canada’s largest processor and distributor of pulses. He is also a director of The Econo-Rack Group Inc., Canada’s largest manufacturer and distributor of intralogistical warehouse systems. Mr. Gardner is also Chairman of the Board of Habitat for Humanity Mississauga. Mr. Gardner is a member of the Institutes of Chartered Accountants of Ontario and Newfoundland and was awarded an FCA from the Newfoundland Institute. He has an MBA from Memorial University of Newfoundland and is a graduate of the Chartered Directors program from McMaster University.

Jim Gaston, FCA has retired from Pricewaterhousecoopers after a successful career spanning 40 years, 25 of which were as a partner. During his career Jim led the global risk management services in Canada and was chairman of the Global firm’s coordination committee for that service. He was also in charge for several years of continuing education for the Canadian Firm and served as the chairman of both the Professional Development Committee and the Audit Courses Committee of the CICA. Besides these activities, Jim was an active audit partner and served many of Canada’s top 100 companies. He served two tours of duty overseas, one in France for four years and another as a territorial leader in the Balkans for four years. During his career Jim led extensive due diligence work for major banks and companies seeking to buy companies located in the Balkans during the large scale privatizations in the decade following the fall of communism. Recently, Jim continues to provide due diligence services to the Ontario government for loans and grants the government is providing to stimulate the economy and create or retain jobs. He has been a lecturer at York University, University of Toronto, McMaster and Waterloo.

Sadaf Ghoreshy, CA is a Queen’s University Bachelor of Commerce 2002 graduate, and is currently a Manager in the audit practice with the Kingston office of KPMG LLP. She works with a large variety of not-for-profit and charitable organizations, as well as hospitals, universities, and school boards. She spends a large part of her time developing and presenting internal training courses on accounting and audit topics for staff, as well as presenting seminars for clients.

Laurence “Larry” Ginsberg, FCA is President of GinsOrg International Inc., a management consulting firm. He provides advice and counsel to directors and senior officers of various Canadian companies, generally working with the Chairman and/or CEO and their team. He provides advice in the areas of overall corporate strategy, growing a business, effective strategic implementation, corporate governance, corporate finance and various aspects of mergers and acquisitions. His experience includes a number of senior management and finance roles. He is currently or has been on a number of Boards including public Boards. As a part-time Professor of Entrepreneurial Studies at the Schulich School of Business at York University he lectures on strategic management, family business and entrepreneurship. He facilitates the CFO Leadership Program and The Master Strategist Program. He is an author and media spokesperson on entrepreneurship, family business, governance and strategy.

John Granelli, CA received his designation in 1980. John’s entire professional career has been dedicated to providing tax advisory services to owner-managed businesses. John is a frequent presenter of courses on income tax and sales tax matters for several provincial institutes and the CICA. John has also presented papers at the Canadian Tax Foundation annual and prairie conferences. John was for several years a sessional lecturer on income tax at the University of Manitoba.

Daniel Gray CPA, a 1993 graduate of the University of Maryland, leads US Tax Services, a Toronto-based US trained US tax specialty firm catering to the cross-border aspects of Canadian corporations’ US expansion and ongoing operations. Clients include multinationals with excess of billion-dollar annual sales revenue as well as regional accounting and law firms seeking US tax service for their client base. His 17 year US tax career includes nine years with an international public accounting firm working with multi-national clients on cross-border tax consulting and compliance projects. He shares knowledge and offers assistance as a presenter at other US tax seminar venues including those of the Council for International Tax Education (CITE), Ontario Food Exports of the Ministry of Agriculture Food and Rural Affairs (PROFIT seminar), York Region Export Alliance US Tax Seminar for Exporters and at seminar of Council of American States in Canada (CASC). He is also officially recognized by the IRS as a Certifying Acceptance Agent. Daniel writes a regular tax column for a national periodical and his tax articles have been published by CCH. Learn more about US Tax Services and/or Daniel at www.ustaxservices.ca

Marcus Guenther, B. Comm., M.B.A., C.A. is the Vice-President, FocusROI, a company that provides consulting, coaching and training services in: internal audit, risk management, CEO/CFO certification, IFRS implementation, accounting and auditing. He is a Chartered Accountant and holds a Bachelor of Commerce from the University of Toronto, as well as Masters in Business Administration degree from Wilfrid Laurier University. Marcus works with corporations and accounting firms to improve their corporate governance, workflow, internal controls and risk management practices. FocusROI is currently developing its IFRS implementation methodology and training programs to assist firms and corporations with meeting their January 1, 2011 IFRS implementation deadline. Prior to joining FocusROI, he was a Senior Manager at BDO Dunwoody LLP, where he was responsible for audit, tax and accounting engagements for clients ranging from municipal government, manufacturing, high-tech to distribution. During his career, Marcus also spent several years working for a large multinational automotive parts manufacturer as the Manager of Financial Reporting. He is the co-author of the CICA Professional Engagement Manual and teaches Accounting, IFRS, Auditing and Assurance courses. FocusROI has recently authored the Guide to Using International Standards on Auditing in the Audits of Small- and Medium-sized Entities for the International Federation of Accountants to be used world-wide.

Michael Gunns, FCA is Managing Principal of the Gunns Group, a professional services firm assisting boards, executives and other leaders in achieving better governance, strategic focus and risk management. He also has extensive experience in consensus-building and conflict resolution in corporate and customer/supplier relationships. He is a graduate of Harvard Business School's Advanced Management Program and has held executive positions at Zurich Canada and Sun Life. Michael is a former Chair of the Risk Oversight and Governance Board of the Canadian Institute of Chartered Accountants and also chaired the CICA’s Task Force advancing the role of CFO’s in Risk Management and Corporate Governance. In those capacities he oversaw and contributed to the development of numerous CICA publications and has twice been a judge for the CICA’s annual Corporate Governance Awards.

Stanley Guttman, CA has been actively involved with technology for over 25 years and has significant consulting, teaching and systems implementation experience. Stan maintains an active Excel consulting practice and has had an ongoing consulting relationship for many years with one of largest REITs in Canada. He has a B. Sc. in Computing Science and a Masters Degree in Library Science where he specialized in the field of library automation. He is a Chartered Accountant and is currently the Chief Financial Officer of a real estate developer/property manager.

Terry Hainsworth is a senior partner in the London law firm Harrison Pensa LLP. Over the years he has taught at the University of Western Ontario's law school and the Ontario Bar Admission course. He is a frequent lecturer at continuing education programs for the Canadian Bar Association and the Law Society of Upper Canada. He is the author of several textbooks on Family Law widely used by Family Law lawyers throughout Canada.

Stuart Hartley, FCA, CA.IT is the President of FocusROI Inc., a specialized consulting firm that is dedicated to helping accounting audit and finance professionals learn the ever changing professional standards and regulations and then turn that learning into practical cost effective action. Services include training courses and accounting firm monitoring. He is also a founder of SmartPDonline, a firm that provides online training courses. Prior to joining FocusROI, Stuart was a senior audit Partner with BDO Dunwoody LLP. During that time, he was the National Director of Accounting and Auditing and a member of the CICA's Auditing Standards Committee. He helped develop BDO's international audit methodology and has trained extensively on auditing practice and CaseWare implementation around the world. Before BDO, he spent two years with the office of the Auditor General of Canada where he developed methodology for performing value-for-money assignments. Stuart is the author of the CICA’s Canadian Professional Engagement Manual, and the CICA’s Quality Assurance Manual. He is also the author of the Guide to Using International Standards on Auditing in the Audits of Small- and Medium-sized Entities, published by International Federation of Accountants (IFAC) and the booklets Risk Management Primer for Directors of Not-for-Profit Organizations and Risk Management Toolkit for Not-for-Profit Executives published by the Canadian Society of Association Executives (CSAE). Stuart also writes many training courses, has published many articles and is a popular instructor at professional training courses.

Jules Hawkins, CA is an associate at Howie & Partners LLP, Chartered Accountants, and primarily practices in assurance. He received his CA in England and Wales in 1996, and his Ontario CA in 2005. Prior to joining Howie & Partners, Jules spent 15 years with Big 4 firms, and has spent significant time developing and teaching internal training courses in both the UK and Canada. He is a part-time practice inspector for ICAO, teaches accounting and auditing courses at the University of Windsor, and recently sat on a task force advising the AASB on harmonization of auditing standards. He is also Chief Financial Officer of Essex Angel Capital Inc., a TSX-Venture Exchange listed investment company.

Michael R. Hayward, CA, CPA (Illinois) obtained his CA designation in 2000 and his CPA designation in 2004. Michael completed the CICA In-depth Tax Course in 2006. For the first fourteen years of Michael’s career, he worked in increasingly senior roles in a big four accounting firm, focusing on cross-border tax matters, with a focus on employees working on temporary assignments throughout the world, particularly in Canada and the US. In 2011, Michael joined Collins Barrow Ottawa LLP as a Principal where he now oversees the firm’s cross-border tax practice. Michael specializes in Canadian and U.S. income tax matters, as well as providing commodity tax, estate planning and financial planning advice to proprietorships, partnerships and owner-managed corporations. A well-rounded public accounting professional, Michael provides a number of tax, wealth, retirement, and financial management planning services, with the added benefit of understanding the impact of such planning in a cross-border context.

E. Kristian Himberg-Larsen, CA has been a tax specialist since 2004 and is the Tax Manager at Wilkinson and Company LLP. In this capacity he deals extensively with the tax issues faced by owner-managed businesses, individual and public service bodies. He is an instructor at the Institute of Chartered Accountants of Ontario School of Accountancy tax week. In addition, he was a member of the founding Board of Directors for the Estate Planning Council of Mississauga as well as being the initial Treasurer.

Mr. David Hiscock, CA, CMA, CPA, B.Math is the principal consultant of CA Success Inc. He assists over 40 CA firms by advising them in areas such as the File Quality Control, improving their Auditing Standards to meet the ongoing changes in the CICA Handbook, and improvements to the efficiency and effectiveness of their Audits and their Audit documentation. He also assists these CA firms and their clients, with customized in-house training programs on a variety of topics. He has also assisted several CA firms on a long term basis as a Senior Assurance Consultant. In those roles he has performed the detailed review and provided supervision of the staff on the audit of both Publicly Traded and Privately Held companies, Hedge Fund Limited Partnerships, Municipal Audits and various Non – for Profit Organizations. He has assisted some Privately Held Companies in their Initial Public Offering and the evaluation of their Internal Controls. He has conducted reviews of Internal Control for Service Organizations on behalf of various Chartered Accounting Firms. He is currently an Adjunct faculty member of the University of Guelph in their business Program and has lectured at a variety of Universities in Ontario over the past ten years in the areas of Accounting, Auditing and Tax, and other General Business Topics. He currently teaches a number of professional development courses for the Institute of Chartered Accountants of Ontario and has assisted in teaching the Strategic Leadership Program for the Society of Management Accountants of Ontario.

Dr. Marc Hurwitz, PhD MBA MS MSCEBS is an insightful and engaging polymath with a doctorate in psychology, specializing in neuroscience, and graduate degrees in physics, applied mathematics, and business. He is co-founder and Chief Insight Officer of FliP skills, an HR innovation company that specializes in unlocking more potential in people, their partnerships, and their organizations. Using the Generative Partnership™ Model, Marc works with organizations all over North America to enhance creativity and innovation, build better partnerships, invigorate teams, strengthen leadership, and become better equipped for change. Marc has over 15 years’ corporate experience as an executive in marketing and HR, cultivating growth in individuals and teams. His core areas of expertise include team building, leadership, followership, performance management, and partnership development.Marc is also an accomplished facilitator of creativity tools and techniques, and an instructor of Finance at Wilfrid Laurier University, having received commendations for teaching on numerous occasions. An award-winning communicator, actor, and poet, Marc crafts messages that people can relate to, from frontline staff to senior management.

Samantha Kerr Hurwitz, CMA CHRP is both a certified HR professional and a professional accountant, leveraging her analytical strength with a passion for all things talent management.  She is co-founder and President of FliP skills, an HR innovation company that specializes in unlocking more potential in people, their partnerships, and their organizations. Using the Generative Partnership™ Model, Samantha works with organizations all over North America to enhance creativity and innovation, build better partnerships, invigorate teams, strengthen leadership, and become better equipped for change.As a corporate leader for over 20 years in HR, IT, Accounting, Finance, and Operations - with teams of up to sixty staff in three cities - Samantha consistently received excellent 360 degree evaluations as "an energetic, results-oriented business leader","a high degree of strategic thinking", "an engaged communicator" and "an excellent people manager and coach". As Controller of a $6 billion organization, she established a track record of motivating teams to achieve results through times of high growth, acquisitions and deep expense cuts enabling her transition into IT leadership and then into HR leadership.

Rosa Maria Iuliano, M. Acc., CA received her Honours Bachelor of Arts -Co-operative Education, Deans Honours List in May of 1998, and her Master of Accounting - Specialization in Public Accounting and Tax in October of 1998 from the University of Waterloo. She obtained her CA designation in 2000. Rosa completed of the CICA In-depth Tax Course in 2001, the CICA GST In-Residence Course in 2003 and the CICA Corporate Reorganization and International Taxation Course in 2004. As a partner at Collins Barrow Ottawa LLP, Rosa specializes in providing income tax, commodity tax, estate planning and financial planning advice to proprietorships, partnerships and owner-managed corporations and not-for-profit organizations. A well-rounded public accounting professional, Rosa provides a number of tax, wealth, retirement, and financial management planning services. She has direct experience helping clients deal with complex compliance and succession planning issues. Rosa also assists in identifying and quantifying claims for eligible scientific research and experimental development activities. An excellent speaker, Rosa regularly conducts presentations in the areas of small business start-up, employment versus self-employment, goods and services tax, general tax and financial planning for small businesses. Rosa was the recipient of the Ottawa Business Journal's 2009 Top Forty under 40 Award and the recipient of the 2011 ICAO Award of Distinction.

Vijay Jog Ph.D. is the Founder and President of Corporate Renaissance Group (CRG) - a global firm that specializes in improving enterprise performance through innovative solution. Dr. Jog is a consultant to many government departments, crown corporations, and private sector firms around the world. His area of expertise covers value based management, executive compensation, ABC/ABM and designing of enterprise performance platforms. He is also a Chancellor Professor at Carleton University where he teaches corporate finance and value based management at the Sprott School of Business. He is a recipient of many national and international awards including the Moulton Gold Medal and has been recognized by National Post as a “Leader in Management Education” in Canada. He has published over 100 research papers and books/monographs. He is a chemical engineer with M.Eng., MBA and a Ph.D. in finance from McGill University.

Melanie Joseph, CA is a senior manager at BDO Canada LLP’s National office. She specializes in ASPE, ASNPO and PSAB. Melanie provides accounting advice and training to all the partners and staff within the firm. Melanie was seconded for a year to the CICA to assist in the development of the Accounting Standards for Private Enterprises. With all the technical changes in the industry, she works hard to maintain a high level of technical knowledge and be involved in the development of new standards. Melanie is a member of a number of advisory committees.

Shawn Kelso, CA is a graduate of the University of Ottawa and obtained his CA designation in 1996. He is the Director of Professional Standards at Welch LLP and in this capacity is responsible for the firm's ongoing development and monitoring of quality controls as well as for the co-ordination and delivery of the firm's professional development program. In addition to his public accounting experience, Shawn has several years of experience in industry.

Cindy Kottoor, CA is President of Neverest Inc. Neverest provides training, consulting and quality assurance services in the areas of audit, accounting and risk management. Cindy works with public accounting firms to design multi-year, tailored, professional development plans to improve individual and team job performance. With a focus on improving effectiveness and efficiency, Cindy delivers in-house, fully customized, professional development courses on a variety of technical and professional skill topics. She also performs efficiency/effectiveness file reviews and provides monitoring services to her clients.

Michel C. Lavigne, CA is a Chartered Accountant since 1987. He is member of The Institute of Chartered Accountants of Ontario and the Ordre des comptables agrees du Québec. He is also a founding partner of the firm Vaillancourt, Lavigne and Associé LLP/s.r.l. In addition to provide income tax, accounting and business consulting services to individuals and owner-manager clients, he is a professional development instructor for OCAQ and ICAO. He also has been a lecturer at the University of Ottawa and Université du Québec en Outaouais. For several years, Mr. Lavigne has actively participated in professional and community activities as a volunteer. He is presently a member of the Canada Revenue Agency/Tax Practitioners Committee (Ottawa), Board of Governors of The Ottawa Hospital and past chair of the Small Practice Committee of the Institute of Chartered Accountants of Ontario.

Vicki Leakey, CGA is currently a Senior Manager in audit, at the KPMG LLP Kingston office and she works for many public sector clients which include municipalities, hospitals, universities and school boards and some small not-for-profits. She has been with the firm for over 18 years and has taught various accounting courses at the St. Lawrence College, Kingston Campus and lectured for CGA Ontario, Kingston Chapter. While working in public practice she has been the team leader for the municipal audits in the Kingston office for many years and presents annual in-house training for the audit staff. She was instrumental in pulling together teams to assist clients with the initial implementation of PSAB and then the implementation of reporting tangible capital assets. She currently sits on the Economic Development Committee for the Township of Leeds and the Thousand Islands, Treasurer for the Gananoque and Area Community Living and is very involved with a variety of fundraising efforts for her community charities.

Milan Legris, B.Sc., LL.B., LL.M. is Director of the Tax and Estate Planning Group (TEPG) of London Life Insurance Company where he provides tax and estate planning support to London Life’s TEPG Consultants as well as Wealth and Estate Planning Group (WEPG) advisors across Canada. Previously, Mr. Legris was a Senior Manager with a Canadian Schedule I bank and a regional accounting and advisory firm in Hamilton, as well as Vice President with a private mutual fund company and securities and mutual fund dealers in Burlington. Mr. Legris has extensive experience in tax and estate planning issues for owner-managers of closely held private companies as well as senior executives and key employees. He received his B.Sc. (Biology) in 1980 from the University of Guelph, his LL.B. from the University of Ottawa in 1984 and his LL.M. from the University of Miami (Florida) in 1996 in US Taxation. He was called to the Ontario bar in 1986.

Jo-Ann Lempert, CA is president of Lempert Consulting which specializes in advising clients on the application of accounting principles to complex transactions under both Canadian Generally Accepted Accounting Principles (GAAP) and International Financial Reporting Standards (IFRS), and offers training courses on these topics. Jo-Ann was formerly a Manager in the Professional Practice Group of RSM Richter Chamberland LLP, one of Canada's top accounting and business advisory services firms. Her experience includes advising clients and conducting training courses on such matters as variable interest entities, business combinations, goodwill, intangible assets, financial instruments, hedging and derivatives. She has also been a contributing author for the Canadian Institute of Chartered Accountants, a Course instructor for the Institute of Chartered Accountants of Ontario, the Order of Chartered Accountants of Quebec and IASeminars an independent provider of training courses around the world on international financial reporting issues.Lempert consulting currently advises various accounting firms, public and private corporations and universities on the proper application of Canadian GAAP, Canadian Generally Accepted Auditing Standards (GAAS) and IFRS. www.lempert.ca

Camillo Lento, CA, MSc., CFE is part of the Faculty of Business Administration at Lakehead University and a PhD Candidate in accounting at the University of Southern Queensland. He is a Chartered Accountant, Certified Fraud Examiner and a student of the Canadian Institute of Chartered Business Valuators. Camillo teaches various financial accounting and auditing courses, including contemporary issues in accounting theory, advanced topics in accounting, intermediate accounting, and introductory accounting. Over the past three years, he also has been a seminar leader, exam evaluator, and case reviser for the ICAO’s School of Accountancy. Camillo obtained his Chartered Accountant designation while working for Enrst and Young LLP and Grant Thornton LLP. His public practice experience includes a variety of audit engagements, the valuation of privately owned businesses, corporate and personal tax compliance, and the assessment of personal injury damages and business interruption claims (litigation support). Camillo is also a Contributing Editor for Canadian MoneySaver magazine and has authored numerous articles on personal tax planning matters. His tax planning articles/contributions have also been featured in The Globe and Mail’s Report on Business, Canadian Business (online) and Money Sense.

Lorenzo Lisi has practiced employment and labour law for more than 20 years, representing management in both the public and private sectors. Lorenzo is a member of the Canadian Bar Association, Ontario Bar Association (Labour and Employment, Civil Litigation, Corporate Counsel, Constitutional, Civil Liberties, Human Rights), and has served as a member of the Government Affairs Committee of the Human Resources Professionals Association of Ontario. Lorenzo is regularly asked to speak and write on a variety of employment and labour law topics, and to lead a range of management training workshops. Lorenzo received a Bachelor of Arts (Honours) Degree from the University of Toronto, and a Bachelor of Laws Degree from Queen's University.

Perry McLeod, CBAP, PMP - as a recognized leader within the project management and business analysis community, integrate 15-years of effective leadership, project management, analysis, and hands-on experience to enable business strategy and deliver cost effective, business solutions within any industry on any platform that are always specific, accountable, measurable and traceable. Perry has been teaching the full Project Management Curriculum and the Business Analysis Curriculum for many years. In addition to training, Perry continues to take on consulting and contracting roles in delivering projects and conducting business analysis activities. This practical experience coupled with an extraordinary ability to engage students and bring the theory into practice makes him one of our most requested instructors by clients. Perry has extensive experience in delivering training for the private and public sector including municipal and provincial government. Perry brings to his lectures interesting use of analogies, metaphors and experience to provide a strong learning framework of core competencies such as business knowledge, analytical thinking, communication and interaction skills. Perry is well trained in adult learning techniques as well as formal training design methodologies and has incorporated learning tools such as Rubrics, Authentic, Formative and Summative assessments, Lesson Plans and Blooms Taxonomy.

Philip Maguire is a Chartered Accountant who received his designation while employed at Ernst & Young (formerly Clarkson Gordon) and a Certified Information Systems Auditor finalist. Philip is the founder and principal of Glendian Consultancy Limited. Glenidan Consultancy has implemented a number of compliance assignments and accounting standards conversions across a wide range of industries for companies with market capitalizations ranging from $50 million to $1 billion. Philip has over 25 years of business experience in Canada, Hong Kong, the Philippines and Ireland. Before he formed Glenidan Consultancy in 2005 Philip was a Vice-President of Finance at one of the country's largest financial institutions. Philip is also the founder and Managing Director of Executive Mentors Inc. Executive Mentors has retained a number of retired business executives who have the time, energy and wisdom to mentor Canada’s next generation of entrepreneurs and business leaders. Philip has spoken at a number of accounting conferences across Canada. He is a member of the Accounting Standards Board Insurance Accounting Task Force- Associates Group that is addressing IFRS for the insurance industry in Canada. He is also a member of the Ontario Securities Commission’s Continuous Disclosure Advisory Committee and the Steering Committee of XBRL Canada. Philip has been a guest speaker on several television shows such as The Prosperity Show, Money in the Bank and Your Wealth and has contributed many articles to the Canada Business Wire on matters dealing with personal finance. He is a former Chairman of the Multiple Sclerosis Society, Ontario Division, Mississauga Chapter.

Shari Mann, CA is an educational consultant who has been involved in professional development and education for a number of years. She is involved in the preparation and presentation of numerous professional development courses in accounting and assurance. Shari authors a number of courses including the Professional Practice Update, IFRS – Update, IFRS – A Survey of Standards, Analytical Procedures, and the Audit Reporting Model. Shari is the author of The Guide to Review and Compilation Engagements (Carswell) and co-author of Preparing Financial Statements (Carswell). She is also a seminar leader for the Institute of Chartered Accountants of Ontario's School of Accountancy and is adjunct faculty at the University of Waterloo.

Joe Marchello, CA, CFP, TEP, Vice President of Finance for Edenshaw Developments, has been in the real estate industry for over fourteen years. Joe is a member of the Chartered Accountants of Ontario, a Certified Financial planner and a Trust and Estate Practitioner. Joe obtained his accounting designation specializing in accounting and tax with the accounting firm Horwath Orenstein (now known as MNP). He then ventured into industry holding various positions with the real estate development company Tridel Corporation. After nine successful years with Tridel, Joeheld positions in the Wealth Management and Manufacturing industries before returning to real estate development and property management as Director of Finance for Condor Properties,developers and property managers for Industrial, Commercial and Retail real estate as well as CountryWide Homes, a developer of residential real estate. Joe has completed the Canadian Securities Course, and is a member of the teaching faculty of the Chartered Accountants of Ontario. Joe has been Vice President Finance and Administration with Edenshaw Developments since early 2012.

Keith Martin, MBA, CA obtained his professional designation in 1990 and practiced in the area of Recovery and Insolvency Services until 1998. As the Ontario economy rebounded, and utilizing the skills learned from that discipline, Keith developed a practice assisting investors in reviewing acquisition targets, as well as becoming entrenched in business planning for entrepreneurs. Keith moved to industry first as Chief Financial Officer and then as Chief Operating Officer of a large, privately held ICI contracting firm, where his time and efforts were equally focused on all aspects of the business, including HR, strategic planning and operations. In January 2011 Keith established H•M Advisors Inc., a business advisory practice focusing, again, on providing critical business planning and development for entrepreneurs. Keith is a contract Instructor in Accounting at Wilfrid Laurier University. Very active within the community, Keith is a member of the Board of Directors of Cambridge Memorial Hospital and chair of the Audit Committee as well as a Partner with Social Venture Partners Waterloo Region, a philanthropic organization which focuses its funding and efforts on increasing capacity in community based non-profit organizations.

Arun K. Mathur, CA is a partner with Gerald Duthie & Co. LLP, in charge of the firm's Toronto area office. Mr. Mathur has been involved for over three decades in the Not for Profit sector. He audited many Not For Profit entities and served on the following boards: Trillium Gift of Life Network (Chair of the Finance and Audit Committee), York District Chartered Accountants Association, Indo Canada Chamber of Commerce, Markham Board of Trade. Currently serves on HealthForce Ontario Marketing and Recruitment Agency board, CMA Ontario Review Committee and Markham Theatre Board. Mr. Mathur is Executive Director at UltimQuest Knowledge. He prepares and delivers corporate training on accounting, finance, budgeting and governance. He delivers a course on “Improving Governance in the Not for Profit Sector” for ICAO and Institute of Chartered Accountants of Manitoba. He has extensive training experience with Ernst & Young’s Toronto office. He taught at UOIT, Durham College, University of Windsor and Ryerson University. More at www.ultimquest.com.

Jennifer McCann, CA is a manager with RSM Richter working closely with the assurance group and the professional standards department. Jennifer is an IFRS Team Leader and assists companies in their transition to new reporting standards in addition to running the in-house training program.

Jim McConnery, CA, TEP received his CA designation in 1997 and has been practicing in the area of tax since that time. He specializes in the area of tax planning for high net worth individuals and private corporations. Has expertise in the area of shareholder planning for both early stage and mature companies with both a view to minimizing tax and implementing succession plans. Jim has been an instructor at the ICAO's School of Accountancy and has been a group leader in the CICA's In-depth Tax Program. Jim is a Tax and Estate Practitioner and has a wide range of tax expertise. Jim provides assistance to individuals and private companies with a particular focus on estate and succession planning. He has been involved in educational programs for both the Canadian Institute of Chartered Accountants and the Institute of Chartered Accountants of Ontario.

Ronald McFadyen, CA, CLU, CFP, TEP obtained his designation in 1975 and practised with Durward Jones Barkwell & Company in the Niagara region chairing the Firm’s Taxation Committee. He wrote and presented numerous taxation courses and papers for the ICAO and the Canadian Tax Foundation. In 1997, Ron left Canada for the Turks and Caicos Islands, BWI where he was CEO of Temple Trust, Chairman of the TCI Branch of STEP, and President of the TCI Association of Licensed Trustees. He returned to Canada in 2002 to develop his own consulting practice advising on matters of taxation, estate planning, and insurance, domestic and foreign.

Ingrid McLeod-Dick, FCA is currently an adjunct professor at the Schulich School of Business. Ingrid was in public practice for 16 years as an employee and partner prior to teaching full time for the past 14 years. In recognition of her excellence in teaching she was nominated for the Seymour Schulich Award for Teaching Excellence in 2003, 2004, 2005, 2006 and 2007. Ingrid has served as a seminar leader at the ICAO for many years, in addition to teaching executive development courses for the Schulich School of Business.

Robert Graham Montrose is a veteran Detective/Sergeant, formerly of the Metropolitan Toronto Police Force. In his 28 years of police experience, Bob worked almost exclusively in the investigative field specializing in cutting edge areas of investigative techniques. Bob spent nine years as a homicide investigator and was in charge of the Fugitive Squad and Firearms Unit for the Toronto Police. Among other areas of expertise, Bob specializes in delivering training on investigative note taking and surviving cross-examination. Bob presently travels Canada and the United States training government investigators, police officers and others in these fields.

Dr. Jim Murray is CEO of optimal solutions international, a firm dedicated to helping people and organizations achieve their full potential. He has been teaching members of the accounting profession through provincial institutes since 1982 and his courses have always received rave reviews. He is the architect of three residential programs in ICAO’s Leadership Series – The Optimal Negotiator, Smart Leaders, and Becoming CEO (and staying there). Jim holds four degrees, has authored three best-selling books and provided his strategic counsel to over 600 organizations during an exemplary career. His courses, based largely on his personal experiences, have been formally recognized for “excellence in the design and delivery of life-long learning” and he has been nationally honoured for his many accomplishments in university continuing education. For more information, check out his bio on www.SmartLeaders.ca .

Lionel W. Newton, FCA received his CA designation in 1972 and elected a Fellow in 2003. He has served on the Professional Conduct Committee, Applications Committee and on the Editorial Review Board for CA Magazine. Lionel is the past Chairman of the International Network of Accountants and Auditors, a member of the Estate Planning Council of Toronto and a Certified Valuation Analyst. He taught for the Institute of Chartered Accountants of Ontario, Alberta and British Columbia; the Bar Admission Course of the Law Society of Upper Canada and Osgoode Hall Continuing Legal Education.

Chi Ho Ng, CA, CPA(IL), MBA is a principal with the Canadian Institute of Chartered Accountants - Auditing and Assurance Standards. In this role, Chi Ho is responsible for identifying complex auditing and assurance issues, recommending solutions and drafting new and revised auditing and assurance standards. In addition, Chi Ho is a part-time course director at York University. Chi Ho speaks frequently on accounting and audit matters and has written many articles in the CA magazine. Chi Ho is also currently serving as President of a Legal Aid Ontario clinic.

Richard J. Nixon, MBA, LL.B. is a partner with Davis LLP practicing in the Employment and Labour Law Group in Toronto. His practice focuses on employment and labour law, acting on behalf of private sector employers. In 2010, Canadian Legal Lexpert Directory, a guide to the leading law firms and practitioners in Canada, identified Mr. Nixon as a “repeatedly recommended” lawyer in employment law - management. In 2006, Mr. Nixon was listed in the Lexpert Directory as as a “repeatedly recommended” lawyer in the area of labour relations and also named one of the “Best Labour and Employment Lawyers in Canada” in Canada’s National Post. Mr. Nixon is a popular Lecturer for the Advanced Program in Human Resources Management—HRPAO program at the Rotman School of Management at the University of Toronto. Mr. Nixon regularly chairs and speaks at conferences on labour and employment law. Mr. Nixon received his BA (Economics) in 1973 and his MBA in 1975 from the University of Western Ontario, and his LLB from the University of Toronto in 1980. He was called to the Ontario bar in 1982.

Massood Oroomchi specializes in implementation, optimization and in-house training for internal control programs, SOX/CSOX compliance, corporate governance practices, accelerated close processes, spreadsheet controls and shareholder reporting requirements. He also specializes in designing and evaluating internal control environments for governmental organizations, pre-IPO and private companies, and not-for-profit entities. He is a founding member of FinEx Group and with 35 years of experience has worked extensively in a cross section of industries and in public practice internationally. Mr. Oroomchi is a Fellow of the Institute of Chartered Accountants of England and Wales, a past-member of the Board of Trustees of Canadian Financial Executives Research Foundation, a past- member of the Board of Directors of the Financial Executives International Canada and Past-Chair of FEI Canada’s Audit and Finance, National Technical and Corporate Reporting Committees. He is also a past-member of the Accounting Standards Oversight Council of the CICA.

Mitchell Osak is the Managing Director of Quanta Consulting Inc., a boutique consultancy specializing in strategy and organizational transformation. He has consulted to a variety of dynamic North American firms in the Financial Services, Distribution, Services, IT and Consumer Goods sectors. Mitchell brings to executive education a unique combination of senior marketing and operating experience (e.g., P&G, Rogers and CIBC Mellon), cutting-edge experiential learning tools and a passion for teaching. He has a regular column in the Financial Post and teaches a number of sales and marketing courses at the Schulich School of Business

Lois Ouellette, CA is a senior manager with KPMGLLP in St. Catharines Ontario and has 29 years of experience serving municipal and school board clients. Lois has written PSAB Financial Reporting course material for the Ontario Institute of Chartered Accountants. She is a PSAB instructor for the Institutes of Chartered Accountants of Manitoba, Ontario and Saskatchewan. Lois is a PSAB resource within KPMG for the Ontario offices serving the public sector. She provides PSAB training to staff of the firm and its clients. She is a member of KPMG’s National Public Sector team.

The media have described Dave Paradi as a "presentations expert" and a "presentation training guru". His book, "The Visual Slide Revolution", was selected as one of the Top 10 Business Books of 2008 by The Globe and Mail. His ideas have been featured by the Wall Street Journal, Microsoft, Harvard University and many others. His clients range from municipalities to Fortune 500 corporations and he consulted on a presentation used to brief one of President Obama’s cabinet ministers. Dave helps presenters communicate more effectively using persuasive PowerPoint presentations. Dave is a Professional member and past National Director of the Canadian Association of Professional Speakers.

Douglas M. Parker, CA, CFP is a tax partner with Wilkinson & Company LLP. He has been extensively involved with income tax education, as a professor of taxation at the University of Ottawa, seminar leader at the Ontario Institute of Chartered Accountants Summer School for over twenty years and a preparer of material for that school. He has presented a tax seminar at the CICA National Tax Conference on Income Tax. He has co-authored the Income Tax Update course for the CICA for several years. He is past President of the Quinte Estate Planning Council.

Alpa Patel, CA has been involved in professional development and education for CAs for several years. Currently, she is the Professional Development and Compliance Manager at a mid-size firm. Alpa has been a seminar leader at the Institute of Chartered Accountants of Ontario's School of Accounting. She also lectures part-time in the areas of financial accounting and audit at universities in the GTA.

Eileen Pease, BA, B.Ed., M.Ed., CHRP, is President and founder of Dynamic Learning Inc., a company devoted to enhancing people’s ability to grow and learn by improving their thinking skills. As a facilitator she has led executive, supervisory and management groups across Canada and the United States. Eileen is a senior consultant with Knightsbridge MICA Management Resources (Toronto, ON) and is certified by the Management Research Group (Portland, ME) to facilitate their assessment-based development system in Leadership 360º™ and Strategic Leadership Practices™. Eileen has been facilitating interaction within groups ranging from a few people to over 100 people since 1991. Her facilitation has been for as little as two hours, or as long as nine months. She has facilitated creative thinking, problem solving, strategic planning, and relationship sessions with front line employees, supervisors, managers, executives, and CEOs in homogenous and mixed groups. Eileen plans to publish her book called Get More Power from Your Brain before the end of 2011.

Cindy Pinkus, LL.B. has carried on her law practice for more than 20 years. In the late 1990s, Cindy served as a faculty member and then faculty lead for the Law Society of Upper Canada. In 2002, she served as Director of Bar Admission. Since returning to private practice, Cindy has lectured with the University of Toronto and York University, as well as provided extensive communication and negotiation training across Canada. Her current law practice has an emphasis on estate planning.

Tom Pister, B.Comm, LL.B., CA is a tax lawyer and chartered accountant specializing in domestic and international income taxation and estate planning with particular emphasis on tax and estate planning in the private corporation and owner/manager contexts and the tax-effective use of corporate reorganizations. He also represents clients on a variety of tax issues involving the CRA (including tax litigation, voluntary disclosures, taxpayer relief submissions, tax audits, objections etc.). He has taught tax courses through the ICAO and the Ontario Bar Admission Course and has been a tutorial leader at the CICA's In-Depth Tax Courses.

Dennis Plum has over thirty years’ experience as an IT Manager, Business Systems Analyst, Database Application Developer, Microsoft Systems Engineer, plus Technical Trainer and Consultant. His current training and consulting practice is focused on Microsoft Excel, specializing in Excel Macros and VBA (Visual Basic for Applications). Since creating the “Excel with Macros and VBA” workshops, more than 1,000 Excel end-users have learned to automate repetitive Excel processing to boost their Excel productivity. As President and Principle Trainer at Willis Plum Holdings Inc., Dennis is dedicated to helping individuals significantly enhance the efficiency of their data processing tasks and projects.

Douglas Plummer, CA obtained his designation in 1979 while practising with a national accounting firm in Windsor. He completed the CICA In-Depth course in 1981. Doug has practised almost exclusively in the tax field over the years, providing advice on a broad range of matters, primarily to owner-managed enterprises. He is also involved in commodity tax issues, US tax matters, estate planning, dispute resolution and family law matters.

David Porter, BComm, MBA, CA is currently a Managing Director with BMO Capital Markets in Toronto. His primary focus at BMO Capital Markets is on lending to a diverse client base across many industries and regions within Canada. David has over 22 years of experience in the financial services industry including several years in management positions with Royal Bank of Canada and Credit Suisse. While at Credit Suisse, David’s responsibilities included accounting, tax and internal audit functions.David is a past member of various Canadian Bankers’ Association committees dealing with tax and liquidity issues. David obtained his CA designation in 1988.

Kevin R. Porter, CA received his CA designation in 1986. He is a Sole Proprietor, running and managing his own full-time practice as a Chartered Accountant since 1993. He has been an instructor at the School of Accountancy for the integrated case weeks since 1988. Kevin has instructed the ICAO course on Review Engagements and authored/co-authored and taught the CICA “Auditing Refresher” course. He also coordinated the UFE preparation program for a mid-size firm of 54 offices (1988 to 1992).

Steve Prentice, B.A. Communications (Hons.), B.A. Psychology is the president of Bristall Morgan Inc., a consulting firm with offices in Toronto and New York City. Steve's expertise is in Time Management and Productivity. His ten-year study on the impact of technology and stress on the working person resulted in two books entitled Cool Time: A Hands-On Plan for Managing Work and Balancing Time, and Cool Down: Getting Further by Going Slower, both published by John Wiley and Sons. His third book, Work Like a Wolf is being published in the Spring of 2012. Steve has delivered workshops, retreats, "lunch 'n' learns" and keynote addresses to hundreds of well-known organizations across Canada and the U.S., and is also in high demand as a personal coach and mentor. He is a frequent media guest, and was also producer of a television series focusing on best practices in management. In his spare time he is manager and guitarist for the charity rock band Absolutely Jack.

Stephen Priddle, CA, CMA is Vice-President, Finance and Chief Financial Officer of Chinook MHD Corporation. After working with KPMG for five years, Stephen moved to industry and has worked for several companies, including small and medium size, public and private companies. He has extensive experience in financial reporting, treasury management, merger and acquisitions and other areas. Stephen teaches at the Ontario School of Accountancy and has taught a number of professional development seminars for various Institutes of Chartered Accountants, as well as teaching at the University of Toronto, Carleton University, and in the CMA and CGA programs. He is a prolific author of published business cases.

Kimberley Richardson is the President and Co-founder of Imagemakers International, a leadership training and personal development company that specializes in the creation of genuine leaders. Over the past eighteen years, through keynote speeches, leadership training seminars and executive coaching programs, she has inspired thousands of individuals to reach their full potential. Audiences and individuals have described her as, ‘enlightening’, ‘thought-provoking’ and ‘life changing’. Formerly a top sales representative with Xerox Canada and Oracle Corporation, Kimberley has appeared on national television and her expertise has been sought out for both radio and newspaper interviews. By inspiring people to be authentic and to lead from a place of compassion and respect, she has inspired both people and organizations to make a difference and leave a lasting legacy.

Margaret Riggin, CA obtained her CA in 1980 and completed the CICA In-Depth Tax program in 1984. She is a sole practitioner providing tax consulting services to small firms and sole practitioners. She has extensive experience with estates and will planning, corporate reorganizations, real estate, acquisitions and divestitures, and corporate and personal tax planning. Margaret has been a frequent instructor and lecturer for York University and the Ontario Institute of Chartered Accountants, and is an accomplished author on various tax subject matters.

Kurt Rosentreter, CA, CFP, CIMA, TEP, FCSI, FMA, CLU is a "Family CFO" and Senior Financial Advisor with Manuliufe Securities Incorporated in Toronto. Kurt is the past co-founder of the National Wealth Management Practice at one of Canada's Big Four CA firms, where he assisted to grow the practice to $2 Billion dollars of assets under management. He is a national best selling author on wealth management with seven published books and a regular contributor on money matters in the national press. Kurt is into his eighth year as an instructor at the institute and he also teaches in the BC and Manitoba institutes. Kurt has his own wealth management practice helping Canadian families reach their financial goals, is married and has two daughters. Learn more about Kurt at www.kurtismycfo.com.

Sona Ruparelia, CA, CPA, MAcc is a graduate of the University of Waterloo. She is a Senior Manager at BDO Canada LLP in the National Accounting Standards group.

Melanie E. Russell, CA.CBV, CFE, CIM, TEP – her current practice focuses on business valuations, litigation support and dispute analysis, financial/forensic investigations, corporate finance and education. She has qualified as an expert witness in the areas of valuation, forensic accounting, income analyses and loss of income calculations in a number of cases in the Ontario Court of Justice and in the Ontario Superior Court. She has also acted as an accounting expert in arbitration, mediation and other alternative dispute resolution proceedings (e.g., collaborative family law), and negotiated a number of buy/sell transactions. She has taught at various institutions, authored various articles and professional material, and has had a number of years marking, authoring and co-ordinating professional examinations including the CA Uniform Final Examination and the CBV Membership Entrance Examination.

Dave Sabina, B.B.A, M.B.A., C.A. Since 1994 David has been a frequent lecturer of R&D tracking methodologies to both professional accounting bodies and industry research personnel. Through his firm (MEUK Corporation) and its on-line knowledge management software (rdbase.net), he co-ordinates teams of engineering, development and accounting staff in the documentation of projects to earn income tax credits. For more information about David go to www.meuk.net.

Alan Salmon BSc, PHF is President and CEO of K2 Enterprises Canada. K2E provides technology CPD training for accountants across Canada. He has over 25 years of management, systems and training experience in the fields of consulting, business and education. He has provided software design and marketing consulting services to a number of computer software companies. He has published 6 books on accounting software; and wrote for the Bottom Line accounting newspaper for 24 years. In addition, his columns have appeared regularly in various business and technology publications for over 25 years. For the last 15 years he has been the Chairperson for the Accounting Technology seminar series which provides public accountants with up to date information on the technology that they and their clients use. He is recognized as an expert in Microsoft Office and has delivered over 1,000 seminars to in excess of 25,000 CAs.

Frank Sanitate is president of Frank Sanitate Associates, which he established in 1977. He and his firm develop and present transformational workshops for professionals. He has conducted his workshops in every state in the U.S. and every province in Canada - teaching tens of thousands of CAs, CPAs and other professionals. He has also taught in six other countries. Before that he was a manager at the American Institute of CPAs. He has published Don’t Go To Work Unless It’s Fun: State-of-the-Heart Time Management and also Beyond Organized Religion; An Ex-Monk Revisits Life’s Basic Questions. He was previously a manager at AICPA. He graduated from Catholic University of America, Cum Laude, with a BA in English. He has an MBA from Florida Atlantic University.

Ian Schnoor, CFA is Principal and Founder of The Marquee Group. He started the business in 2002 to provide Excel-based financial modeling and valuation training to professionals in the financial community. The Marquee Group has become Canada’s leading provider of financial modeling training, offering programs at dozens of banks, pension funds, corporations and business schools. Over the years, Ian has taught thousands of business professionals and university students in Canada, the United States, the United Kingdom and Mexico. Ian is passionate about teaching and brings a hands-on, interactive approach to every course. He has developed a framework and discipline for building models and analyzing companies which he teaches during sessions. As a result of this approach, students learn to build models that will serve as powerful communication tools and which will add tremendous value to a decision-making process. Prior to establishing The Marquee Group, Ian spent a number of years in the Investment Banking industry. Ian completed his Bachelor of Commerce Honours degree with academic distinction from the University of Manitoba and has also attained the Chartered Financial Analyst (CFA) designation.

Don Scott, FCA received his CA designation in 1981 and has been working in the income tax area since 1982. He started working at Welch LLP in 1988, and has been a Partner since 1989. Don is nationally recognized for his extensive knowledge in the area of personal and corporate tax planning. He has been involved in numerous courses for both the ICAO and CICA, including the CICA In-Depth Tax Course, the CICA Income Tax Practitioners course, the CICA Conference on Income Taxes, the ICAO summer school program, and author and presenter of the ICAO Income Tax Update course. In 2008 Don was awarded the "CICA Award for Excellence in Income Tax Practice and Education". Don has also spoken at various tax conferences and often contributes articles on financial matters to local newspapers and has appeared as a guest on television shows such as Canada A.M., and the CTV Federal Budget specials.

Garth Sheriff, CA, CPA, MAcc has lectured at private and public institutions and at all levels of educational programming. He received his Masters of Accounting from the University of Waterloo, and joined Waterloo’s faculty as an adjunct professor. He has held managerial positions at Deloitte & Touche in Canada and the US, facilitating training seminars in leadership and communication, and technical accounting and auditing skills. Garth currently brings a broad spectrum of financial accounting and auditing experience to the Sprott School of Business’ undergraduate and graduate programs as a faculty member and director of co-operative education. He is also concurrently a Senior Consultant and Program Instructor with 20-20 Audit Training Inc., a specialized training and consulting firm providing technical audit and accounting knowledge and facilitating soft skills development for CPA practitioners in the US.

Jeffrey D. Sherman, MBA, FCSI, FCA is the chief financial officer of Pure Nickel Inc. (TSX), and several other unrelated public companies, and is a director and chair of the Audit Committee of Trimel Pharmaceuticals Corporation (TSX). He is the CEO of Anagram Services which focuses on helping companies optimize operations and governance, and has been a director or CFO of other public companies. Mr. Sherman has lectured and conducted seminars for many organizations including institutes of chartered accountants across Canada, the Law Society of Upper Canada, was an adjunct professor at York University, and has written many magazine articles on finance and treasury. He has written 21 books including: Finance and Accounting PolicyPro, Information Technology PolicyPro (guides to governance and internal control, co-published by the Canadian Institute of Chartered Accountants – CICA), and Canadian Treasury Management (Carswell). His most recent book is Cash Management Toolkit for Small and Medium Businesses (CICA).

Laura Simeoni, CA, CIA is a self-employed Professional Development and Education consultant practising primarily in Ontario. Laura teaches professional development courses as well as a student training program for The Institute of Chartered Accountants of Ontario. She has taught at the Ontario School of Accountancy for over twenty years and is involved with preparing students for their professional examinations. Laura has provided training for internal auditors and has advised on internal audit practices. Laura is a part-time instructor for the Schulich School of Business at York University. From 2005 – 2007, Laura worked for RBC – Internal Audit where she assumed the role of Director- Professional Audit Standards. During this time Laura earned her Certified Internal Audit designation and was instrumental in the application process for the training of CA students. Laura has edited an accounting textbook, and co- authored the "Guide to Preparing Financial Statements".

Isabelle St-Jean, RSW is a Registered Social Worker, a Solution-Focused Professional Coach, a Certified Retirement Coach, professional speaker and author of Living Forward, Giving Back: A Practical Guide to Fulfillment in Midlife and Beyond. For several years, Isabelle has helped countless people to successfully chart their way through life transitions including career change and retirement. As an NLP (Neuro-Linguistic Programming) Practitioner, she also provides tools and practices that serve to optimize brain functions and to achieve excellence at work, in life. A thought leader, Isabelle has initiated, co-authored and published two award-winning, best-selling anthologies: Einstein’s Business: Engaging Soul, Imagination and Excellence in the Workplace and Audacious Aging. She resides in Vancouver, B.C.

Garth Steele, CA is a partner with Welch LLP in Ottawa where he leads the commodity and payroll tax practice. Garth provides advice to a variety of clients including owner-managed businesses, NPOs and foreign entities operating in Canada. Garth has been a speaker at several of the CICA’s annual Commodity Tax Symposia and is a tutorial leader at the CICA’s In Depth GST course. Garth has also recently spoken on the Top 5 GST Issues facing SME Advisors at the CICA SME Advisors Conference.

Christopher J. Steeves is a partner with Fasken Martineau DuMoulin LLP. His tax law practice focuses on corporate restructurings and acquisitions involving Canadian businesses. He also provides advice with respect to the special corporate tax requirements of financial services, products and institutions. He regularly advises on the income tax aspects of complex domestic and cross-border financings and financial instruments including derivatives, securities lending and collective investment funds. Christopher also has specialized expertise with respect to transfer pricing and the successful resolution of disputes with Canadian tax authorities. Christopher graduated from Queen’s University with a Bachelor of Arts (1989) and a Bachelor of Laws degree (1992). He was called to the Bar in Ontario in 1994. He is a frequent speaker and author of numerous articles dealing with cross border tax matters. Christopher is co-editor for the Corporate Tax Planning feature of the Canadian Tax Journal and he is a member of the Editorial Board for the International Tax Newsletter (CCH Canadian Limited) and for Corporate Structures and Groups (Federated Press). Christopher was also co-editor for Canadian Transfer Pricing (CCH Canadian Limited), 2002. Christopher was recognized as one of Canada’s leading tax lawyers by The Best Lawyers in Canada 2011. In addition, the Practical Law Company’s "PLC Which Lawyer?" has identified Christopher as a recommended tax partner in Ontario.

Cathy Steiner MSc, MBA, CA has over twenty years of experience in investment banking and consulting. She is Managing Director of Nucleus GC, a professional services boutique that advises life sciences companies. Cathy provides capital markets and strategic advice, with a focus on financings, mergers and acquisitions, business development, and growth strategy. Previously, Cathy was head of Healthcare Investment Banking for CIBC World Markets and Yorkton Securities (now Macquarie Capital Markets), and was a tax specialist at Deloitte.

Stephen Stewart, CA is an associate at Deloitte & Touch LLP, Chartered Accountants, and primarily practices in assurance with a focus on Public Sector clients (Provincial Government, Local Government, Health Care and other Not-For-Profit Organizations. He received his CA designation in 1989. He currently serves as audit engagement partner on numerous public sector client including five municipalities. Over his 24 year career with Deloitte, he has developed and taught numerous audit and accounting courses both internally and externally focusing on PSAB and NPO accounting and auditing in the public sector.

Marty Stillman graduated from McMaster University in 1996 with an Honours Bachelor of Commerce. He obtained his CA designation while working for Grant Thornton, Chartered Accountants. During his 8 years with Grant Thornton, he served diverse clients including many small and medium size enterprises from both the private and public sector, and contributed significantly to the firm's national professional development programs. As part of his professional development responsibilities, Marty assisted in the development and delivery of staff training across the country, including the firm's in-house UFE (Uniform Final Evaluation) preparatory program. Marty is currently the Controller at Taylor Steel Inc., a mid to larger sized private company based in Stoney Creek, Ontario. In addition to these responsibilities, Marty leads private seminars for CAs, CGAs and CMAs working in industry, and has been a seminar leader at the ICAO (Institute of Chartered Accountants of Ontario) School of Accountancy for each of the last five years.

Dawn Sutherland, MBA has 20 years of experience in senior management roles at several top-tier multi-national companies, both on the corporate side and service side of the business. Her expertise encompasses strategic planning, marketing, product/brand management, communications and advertising. She works actively with Liette Monat Business Strategies consulting group where she develops and leads training sessions and workshops for professionals seeking to develop solid and profitable business relationships with clients and potential clients. Dawn is also a Certified Professional Facilitator (CPF), a designation given by the International Association of Facilitators (IAF). Dawn holds a Bachelor of Journalism (Honours) degree with a minor in psychology (Carleton University) and an MBA (McGill University and Institut Supérieur des Affaires, France).

Cal Sutliff is a trainer and consultant based in New York City. He has been leading seminars and participating in management events for the ICAO for the last 18 years. In 1981 he founded Cal Sutliff Associates, a training and consulting firm. Prior to that, he held senior administrative positions in business, concentrating his career in service industries. He is an adjunct faculty member at Cornell University's School of Industrial and Labor Relations in NYC, a writer and public speaker. As a sideline he works with amateur athletes on the mental side of their sport (golf, tennis, figure skating, etc.) helping them perform better under pressure. His seminars Enhancing Your People Skills For Accountants and one for Attorneys are given across North America. His trainings focus on developing skills and changing behaviors. His most recent book is entitled People Skill Nuggets (in press).

Robert C.Taylor B.Sc.(Hons) LL.B. practises employment and labour law and is an experienced litigator who has appeared before all levels of the Ontario Courts, as well as the Federal Court of Canada Trial Division, Federal Court of Appeal, Supreme Court of Canada, British Columbia Supreme Court and New Brunswick Court of Queen's Bench. Robert has spoken and written on a variety of topics related to his practice. He is a member of the Law Society of Upper Canada, Canadian Bar Association, Ontario Bar Association (Labour and Employment, Civil Litigation, Constitutional, Civil Liberties, Human Rights), Advocates’ Society, Metropolitan Toronto Lawyers Association and American Bar Association. He sits on the Board of Directors of the Bellwoods Centre for Community Living. Robert is a graduate of Osgoode Hall Law School and the University of Toronto.

Mona Tessier, CA, CA.IT received her CA designation in 1990 and has remained in public practice since that time. Mona specializes in commodity tax and leads the commodity tax recovery practice at Welch LLP, Chartered Accountants. She has extensive experience working with not-for-profit organizations as well as small and medium sized owner managed businesses. Mona has delivered a number of lectures on the topic of GST and HST and has also authored several papers on the subject.

Jan Thatcher, FCA is an educational consultant, involved in the preparation and presentation of numerous courses and course materials for professional accountants, accounting students and university students. She is also involved the evaluation of candidate performance, including the preparation of examination and evaluation material, for various accounting organizations. Jan is Professor Emeritus at Lakehead University, having retired after many years of teaching financial reporting and assurance courses. She has also served the CA profession through membership in various provincial and national committees.

Peter Thomas, CA has been an instructor for more than 15 years. He is a part-time instructor at the University of Toronto, as well as serving as a seminar leader at the School of Accountancy for many years. He has taught various PD courses for the ICAO.

David Trahair, CA is a speaker and author of Smoke and Mirrors: Financial Myths That Will Ruin Your Retirement Dream, Enough Bull: How to Retire Well without the Stock Market, Mutual Funds or even an Investment Advisor and Crushing Debt: Why Canadians Should Drop Everything and Pay Off Debt. David has made many television appearances, including CBC NewsWorld and CTV, and has also been featured on many local and national radio programs. He currently operates his own public accounting firm and gives seminars on his books to CAs in B.C., Alberta, Saskatchewan, Manitoba, Ontario and NWT. He is currently working on a new book on the simplest personal finance strategy you'll ever see.

G. Warren Trickey, BComm, CA graduated from Queen’s University in 1972 receiving the Medal in Commerce and obtained his CA designation in 1974. He has been in public practice as a tax specialist for 30 years and currently practices in the areas of corporate reorganizations, estates and trusts, US personal income tax, retirement and estate planning and the Goods and Services tax. Warren is a member of the Queen’s Business Club Ottawa and the Ottawa Estate Planning Council. He has taught for many years for the Institute of Chartered Accountants of Ontario.

Patrick E. Uzan, BA, CA, TEP is a Tax Partner at Valente & Theocharis LLP in London. Throughout his career in taxation, Patrick’s focus has been primarily in the areas of succession and estate planning, mergers and acquisitions, and corporate reorganizations. Patrick has also worked in industry as a CFO for a junior oil and gas exploration company. Throughout his career, he has been very involved in educational and academic endeavours, including authoring papers and articles on taxation matters for such organizations as the Canadian Tax Foundation and Ontario Petroleum Institute. He has acted as a Groupstudy leader and In-Residence tutorial leader in the CICA’s In-Depth Tax program and the CICA Income Tax Practice Course. He continues to facilitate a number of professional development courses in taxation offered by the Institute of Chartered Accounts of Ontario and has presented various talks on tax topics of interest to a variety of industry and special interest groups. Patrick enjoys working with general CA practitioners in advising them on tax matters and providing specialty tax planning solutions for their clients. Patrick is also a member of the Canadian Tax Foundation and is a registered member of the Society of Trust and Estate Practitioners.

Glenn Ventrcek, CA, CMA is a Partner at BDO Canada LLP and has over 17 years of experience in public accounting providing auditing, accounting and taxation services to a broad client base including owner managed, pension plans, municipalities and other not-for-profit sector clients. Glenn has also worked for BDO Australia as an audit manager in Melbourne servicing various not-for-profit, winery and public company clients. Glenn has instructed courses at Ryerson University for individuals obtaining their Certified Employee Benefit Specialist designation and is an active Board member of a national charity.

Patricia (Trish) Volker, BSc., CA is a graduate of the University of Toronto and received her CA designation in 1981. She has been fortunate to have had a multi faceted advisory career including public accounting experience at Ernst & Young where she provided advice to primarily publicly traded clients and senior personnel on a variety of accounting, assurance and regulatory issues and more recently she spent two years in public practice in a small public accounting firm. At the Bank of Montreal Trish worked with the first group to operationally liaise with their wholly owned US subsidiary, Harris Bank. After becoming a line banker and a Community Banking Manager with responsibility for the personal and commercial operations of six branches and related personnel in Toronto’s west end, she joined the Institute of Chartered Accountants of Ontario (“ICAO”). At the ICAO she further developed her professional and advisory skills as an Associate Director Member Services and the former Director of Standards Enforcement. She was a member of the Canadian Institute of Chartered Accountants Task Force on the Appropriate Disclosed Basis of Accounting and is active in her community with a focus on aviation events.

Garrett Wasny, MA, CMC (Certified Management Consultant), CITP/FIBP(Certified International Trade Professional) is an award-winning author, speaker and professional development consultant (and former management consultant for Price Waterhouse) in Vancouver, Canada. His specialty is web productivity consulting for accountants. Garrett is the author of two books, World Business Resources.com (published by McGraw-Hill in New York) and How to Conquer the World (published by Government Institutes in Washington, D.C.). He is co-author of Using the Web to Compete in a Global Marketplace (published by John Wiley and Sons in New York). Garrett has also published more than 100 articles on Internet and global trade topics for scores of leading business magazines and media outlets including NBC News Chicago, the Financial Post, Business in Vancouver, Backbone, World Trade, Trade and Commerce, Access Americas, Pacific Coast Trade, Global Production and Expansion Management. Since 1995, he has delivered more than 1,000 in-person presentations and webinars on Internet topics to leading corporations, industry associations, and business events across North America, Europe and Asia. His clients are leading accounting organizations around the world. These include Thomson Reuters Audit Watch, CPE Link, CPE Credit, Western CPE, Institute of Chartered Accountants of Australia, Institute of Chartered Accountants of Bermuda, Canadian Institute of Chartered Accountants, Institute of Chartered Accountants of British Columbia, Institute of Chartered Accountants of Alberta, Institute of Chartered Accountants of Saskatchewan, Institute of Chartered Accountants of Manitoba, Chartered Accountants Education Foundation of British Columbia, Chartered Accountants Education Foundation of Alberta, Tax Executives Institute, Avant Resources, Certified General Accountants of Canada, Certified General Accountants of British Columbia, Certified General Accountants of Alberta and many more.

Marion Williams is a computer consultant with over 20 years experience in business management solutions in the office. Marion teaches the office productivity programs, specializing in Microsoft Access and Excel. As a database developer, Marion designs, develops, tests and implements custom Access databases. With a background in the insurance industry, Marion earned the FLMI designation with a specialty in Information Systems. She was responsible for the analysis, design and programming of the actuarial systems for the Corporate Actuarial Division, and provided technical assistance to the user areas.

Phil Wilson, CA is currently CEO of Cyanna Corporation, a financial consulting group. He previously held CFO positions with both a major insurance company and the Canadian subsidiary of a major US bank where he had extensive experience in investment management, mergers and acquisitions, and risk management. Phil has been involved in industry finance committees with both the Canadian Bankers’ Association and the Insurance Bureau of Canada and has lectured on a variety of financial topics including M&A, valuations, investment management, derivatives, and risk management. He serves on the boards and audit committees of two Canadian financial institutions.  

Frank Wozniak retired after over 30 years with the Toronto Police Service (twenty six of those years were in the investigative field). Frank has been a Certified Forensic Polygraph Examiner since 1988 and received his training at the Canadian Police College in 1987. More specifically, Frank is an expert on statement taking, interviewing and interrogation techniques, statement content analysis, and polygraph procedures. Frank has been engaged in the training field for over eighteen years and has taught thousands of investigators the latest techniques in conducting interviews and detecting deception through verbal, non-verbal and written communication. Frank’s expertise has taken him across Canada, United States and Mexico to deliver training to police officers and other government officials.

Jon Zelman is a Principal of The Marquee Group. Prior to joining The Marquee Group, Jon was an investment banking professional who advised clients on a wide range of transactions and opportunities including mergers and acquisitions, debt and equity financings, restructurings and liability management. For over seven years, Jon was with Citi's investment banking division in Toronto, where he held the position of Director, focusing on media and telecommunications companies including Quebecor, BCE, Rogers and CanWest. Prior to that, Jon worked as an investment banking Associate at Citi's New York headquarters covering communications companies. Jon began his investment banking career with BMO Nesbitt Burns, spending three years in the firm's Montreal office working on a number of financing and advisory transactions. A native of Montreal, Jon is fluent in English and French. Jon holds a Master of Business Administration from Columbia Business School, where he served as a Teacher's Assistant in Corporate Finance. He also holds a Bachelor of Science in Business Administration from the University of Vermont.

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