Chartered Professional Accountants of Ontario
Course Leader Profiles
Our instructors are committed professionals who lend their time and talent to these professional development courses. They are:
Paul Ambos, CPA, CA, a graduate of the University of Toronto, received his designation in 1980. With over thirty years experience in sales taxes, his career includes several years with international public accounting firms and a large public organization. Paul consults exclusively on commodity tax matters and is frequent presenter of sales tax courses for CPA Ontario.
David Baker, CPA, 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 at the CPA Ontario's 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 CPA Ontario Members and Students.
Marc Belaiche, CPA, CA is President of TorontoJobs.ca, an internet recruitment and staffing company specializing in helping companies find candidates in the Greater Toronto Area. Marc has been in the recruitment industry since 1995. Prior to TorontoJobs.ca, Marc was a Recruiting Manager in the staffing industry. Prior to that, Marc worked at Prudential Insurance and KPMG in accounting and auditing roles. Marc is a CPA, CA and is a member of the Human Resources Professionals Association (HRPA) and is on the Toronto HRPA Events Committee as well as on the Board of the Halton-Peel C.A. Association. Marc has made many radio and television appearances as well as conducted many presentations on recruitment across Canada. Marc has extensive experience in on-line advertising, e-commerce and recruitment. Marc is also author of “Tales from the Recruiter – A Canadian Recruiter’s Perspective on How To Find that Perfect Job”. Marc is also President of TorontoEntrepreneurs.ca, presenters of the annual Toronto Entrepreneurs Conference and Trade Show. A graduate of the University of Toronto with a Bachelor of Commerce, Marc is married with two children and lives in Mississauga.
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.
Karine Benzacar is Managing Director of Knowledge Plus Corp., an organization which specializes both in business training and in providing financial, accounting, and management information services. As a professional accountant, certified both in Canada and in the U.S., Karine’s practice has involved organizations all across North America. Her clients include many companies - large companies, such as the Bank of Nova Scotia, Magna, and IBM, start-up firms and the public sector, such as various departments of the Government of Canada. Karine is a seasoned industry professional with over twenty years of solid industry experience. After beginning her career in the finance departments of Kraft Foods and Avon Products, she held senior financial management positions at three major Canadian Banks – Royal Bank of Canada, Bank of Nova Scotia, and Bank of Montreal. Her career has spanned many areas including budgeting, accounting, finance, project management, re-engineering, and strategic management. She is fluently bilingual in English and French. Karine obtained an MBA from McGill University in Montreal. In addition to her industry experience, Karine has been teaching undergraduate, MBA, and Masters of Finance courses at several leading universities which include University of Toronto, Queens University, Concordia University, and Ryerson University. She is a highly acclaimed industry expert, has presented at national industry conferences, and has been facilitating Strategic Leadership seminars for the Society of Management Accountants for the past 15 years. She helped develop and marked professional accounting exams for the Society of Management Accountants. She has published numerous articles in leading journals such as the National Post, Financial Post, CMA Management Magazine, HR Reporter, HRPA Magazine, Bottom Line and the RMA Journal and has been quoted as an industry expert in industry publications. She was awarded the FCMA designation an honorary designation where she was selected by her industry peers for her outstanding contributions to the industry, profession, and the community; this designation is held by less than 1% of CMAs in Canada. Most recently, she was involved in training accountants throughout Canada on International Financial Reporting Standards (IFRS), new financial standards which are reshaping the financial profession in Canada.
Ward Blatch, CA is a partner 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 businesses in Canada.
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, CPA, CA, CBV is Director, Education and Standards 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, FCPA, FCA has been involved in professional development and education for Members and Students for many years. Jane has been a seminar leader at CPA 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 professional 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 IFRS courses and publications available through the CPA Canada. Recently, Jane has been working of various projects and committees to help facilitate the unification of our profession, including the working on the development of the CPA Competency Map. Jane is a lead author on the new Guide to Accounting for Private Enterprises, published by CPA Canada. She is also the co-author of two publications, Guide to Preparing Financial Statements, and Designing and Using Effective Analytical Procedures, published by Carswell-Reuters.
Paul A. Busch, CPA, CA, B.Math 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.
For over two decades Shawn Casemore has been helping organizations and associations improve their leadership and operational effectiveness. His experience includes working with organizations such as Pepsi Co, CN Rail and Spectra Energy, as well as associations like the Certified Management Accountants and the Institute of Supply Management to name a few. Today Shawn travels the globe helping organizations globally to improve their productivity, enhance leadership and team engagement and maximize customer value. As a recognized speaker and writer, Shawn’s articles have been published in both print and online in several industry publications including “Globe and Mail”, “CFO Magazine” and the “Association of Manufacturing Excellence.” His speaking engagements include dozens of keynotes and concurrent sessions for associations and organizations internationally.
Stephen Chesney, FCPA, FCA is a partner in the firm Parker Garber and Chesney, LLP Chartered Accountants and currently specializes in the field of condominium corporations. Presently the firm is appointed as auditors for over 400 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 is currently working with the Ontario Government as a consultant on the current project to update and Condominium Act of Ontario. Stephen has recently started to write a column in the Toronto Sun entitled “Condo Corner”. He recently sat on the task force for CPA Ontario that updated the guidelines regarding the preparation and auditing of financial statements for condominium corporations.
Barry S. Corbin practises law 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 CPA 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.
Christine Damianidis, CPA, CA has over 20 years of experience providing innovative tax and business advice to her public and private clients in the manufacturing, retail, distribution and real estate industries. Her passion has always been on building relationships with businesses and their owners by providing integrated personal and corporate tax, wealth preservation and other tax services. In addition, to obtaining her Chartered Accountant designation in 1995, Christine holds a Bachelor of Commerce from Queen’s University. She has completed Parts I, II and III of the CPA Canada’s In-Depth Tax Course and has tutored for the In-Depth Tax Course and the CPA Ontario’s School of Accountancy.
Katherine Danks, B.F.A. is the Founder and President of Creative Business Culture (www.creativebusinessculture.com), where she helps businesses grow in the current economy. Drawing on more than twenty years of corporate experience Katherine works across multiple industries to incorporate ‘outside-the-box’ thinking within the company culture. She combines left and right brain thinking skills to see ‘the big picture’, and helps others learn these skills. The results of developing new habits of thinking have helped businesses become open to exploring new possibilities, innovative thinking, and increased employee engagement and retention. Katherine understands the challenges and opportunities presented to contemporary businesses and works with them to develop lateral thinking leaders for the 21st Century and better engage their employees. The programs and workshops she delivers infuse creative approaches to leadership, team dynamics and business development. Case studies, including Zappos Shoes, 3M, Apple, and Google are explored and discussed as examples of successful creative leadership.
Patrick Delaney, CPA, CA, CPA (US) - after successfully passing his CA exams in 1983 he became a member of the Ontario Institute of Chartered Accountants. In 2004 he passed his U.S. CPA 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 public accounting 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 Professional 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 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 CPA Ontario 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.
Matthew L. Dewar is a partner at Levitt and Grosman LLP, a firm specializing in labour and employment law. He has acted on behalf of both employers and employees giving him a unique insight into the advocacy roles for both sides. His accumulated experience in employment and human rights law encompasses both litigation as well as strategic advice to employers on disciplining and terminating employees at a minimum of risk and expense. His employee work utilizes an intelligently aggressive approach to obtain the optimal outcome for his clients. After obtaining his Bachelor of Music from Berklee College of Music in Boston, MA and touring the world, he sold his soul and attended Queen’s Law in Kingston, ON to “get a real job”. He has managed to maintain his down to earth persona acquired during his professional musician years which enhances his effectiveness as counsel.
Elizabeth J. Farrell, FCPA, FCA is an Adjunct 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, 2006 and 2011. In recognition of her contribution to the Schulich School of Business she was selected as the winner of the John Peace Teaching Award in 2002 and 2012. Elizabeth has served as a seminar leader at the CPA Ontario's School of Accountancy and currently as assistant coordinator. She has taught executive development courses for the Schulich School of Business, professional development courses for CPA Ontario and firms. Elizabeth is a co-author of Intermediate Financial Accounting. Her publications also include an accounting case analysis software package, study guides, ASPE: A Comparison to IFRS professional development course, and a variety of case material. Elizabeth is a member of the Competency Map Committee. She was one of the lead authors for the assurance elective module for the CPA PEP program.
Mark Feigenbaum, CPA, CA, CPA (US), JD, LL.M., is a US attorney and a US Certified Public Accountant and a Canadian Chartered Professional Accountant, 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 U.S., individuals moving to the United States and U.S. citizens who live in Canada. He also has specific expertise in the U.S. 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 I.R.S. and the U.S. Courts.
Alex Fisher, CPA, CA is a Chartered Professional Accountant, currently engaged as a Principal with the Chartered Professional Accountants of Canada (CPA Canada), formerly the Canadian Institute of Chartered Accountants (CICA). Dedicated to helping Canadian practitioners and members in industry understand and apply International Financial Reporting Standards (IFRSs), Alex is working closely with the Mining Industry Task Force on IFRSs, Oil and Gas Industry Task Force on IFRSs, Investment Funds Standing Committee, and the Small Company Advisory Group, to develop practical, understandable, and timely guidance on various IFRS application issues. Prior to joining CPA Canada, Alex was an experienced Manager at Deloitte and Touche LLP, specializing in complex accounting and regulatory reporting. As a trusted business advisor, Alex added a distinct multi-competency perspective to help solve his clients' most complex IFRS, Accounting Standards for Private Enterprises (ASPE), and U.S. GAAP financial reporting issues. In addition to his role at CPA Canada, Alex is a part-time instructor at the Schulich School of Business, York University, teaching at both the undergraduate and graduate levels. In recognition of his teaching ability, Alex was awarded the Seymour Schulich Award for Teaching Excellence in 2013 and was nominated for the award in 2014 and 2011. Passionately involved in learning and growth initiatives, Alex has authored and delivered IFRS technical training at Deloitte, the Institute of Chartered Accountants of Ontario, and for many private professional development firms. Alex is an honours graduate of the Schulich School of Business, York University, with specializations in Finance and Accounting.
Allan W. Foerster CPA, CA is currently a member of the accounting faculty 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.
Nick Forrest is the founder and president of Forrest and Company. He has conducted courses for the CPAO covering topics such as managerial coaching and decision making. For almost three decades, Nick has guided leaders in organizing their businesses to solve and effectively implement complex challenges, thereby gaining a significant edge over competing companies. He assists CEOs, presidents and other senior executives to execute strategy, and align and integrate the work of the entire organization. Nick is the author of <i>How Dare You Manage? Seven Principles to Close the CEO Skill Gap</i> (www.howdareyoumanage.com). He wrote this book to help CEOs better manage large groups of employees and, as a result, improve the performance of their organizations. An engaging and entertaining speaker who challenges his audience to re-examine their managerial leadership beliefs, Nick’s passion in his life’s work bursts forth in every word. At times inspirational, at others provocative, Nick is a spokesperson for the craft of management.
Michael Fromstein, CPA, CA, MSc, MBA, TEP received his CA designation in 1980. Michael has practiced in the area of tax, estate planning and corporate finance aspects of structuring transactions since the early 1980s. His practice has been restricted to working for other accountants for many years. Michael has been preparing and delivering instructional material for a number of years.
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 at: http://www.personal-development.com./chuck/ .
Alex Garber, CPA, CA, MTax has over 10 years experience in public accounting, focusing primarily on income taxation for Canadian owner-managed businesses and their shareholders. Alex is currently engaged as a Senior Tax Manager with SF Partnership, LLP in Toronto. Prior to this, Alex had spent nearly 7 years with Deloitte and Touche LLP in Toronto, where he had created and facilitated technical training sessions on a variety of tax topics. In addition to public practice, Alex has been a part-time instructor at the Schulich School of Business, York University since 2010, teaching financial accounting and taxation courses at the undergraduate level. Alex has also taught at the annual School of Accountancy tax week and at the CICA (now CPA Canada) In-Depth Tax Course. Alex completed his undergraduate Bachelor of Business Administration with Honours degree at the Schulich School of Business, York University and his graduate Master of Taxation degree at the University of Waterloo.
John M Gardner, CPA, 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 CPA Ontario and the Institute of Chartered Accountants of 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, FCPA, 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 CPA Canada. 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.
Karen Genge, CPA (Canada), CPA (US), Hnrs B.Math (Waterloo) received her Canadian designation in 1984. She spent ten years in the tax department of Ernst and Young in Ottawa working in personal and corporate tax, specializing in international corporate taxation, followed by ten years in senior tax positions in industry in Ottawa. Currently Karen is working as an independent tax consultant with clients in the health care and technology industries. Karen also has a long history of volunteer service and received the Queen’s Silver Jubilee medal for volunteer service.
Laurence “Larry” Ginsberg, FCPA, 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, family business and related elements including succession planning, 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, entrepreneurship and mergers and acquisitions. He facilitates the CFO Leadership Program and the CFO as Strategist Program. He is an author and media spokesperson on entrepreneurship, family business, governance and strategy.
Allison Graham has taught thousands of financial professionals and small business owners how to create and leverage profitable business relationships through keynote speeches, training workshops, online learning programs and a lot of writing at Elevate Biz. Allison provides non-cheesy, easy-to-implement, commonsense formulas that can be adapted based on personality and circumstances. Allison gives her audiences tools and perspectives based on her research of what separates those with profitable networks and those who are frustrated. She is the author of the best-selling book <i>From Business Cards to Business Relationships: Personal Branding and Profitable Networking Made Easy!</i> published by John Wiley and Sons Ltd. and created the Encounters to Connections to Profitable Relationships online video course. In 2013, she was named to the inaugural Top 20 Under 40 Economic Trailblazers list by London Business Magazine. Allison Graham contributes to Fast Company, the Huffington Post and is the Getting Connected columnist for Canoe.ca and the London Free Press. She has been interviewed by several top media outlets about best practices to develop business and create success including the Financial Post, the Globe and Mail and Global Mornings. Allison can be found at www.ElevateBiz.com or on Twitter @AllisonDGraham
John Granelli, CPA, CA received his CA 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 CPA Canada. 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.
Karen Granville, Hons. BMath is a Senior Associate with K2 Enterprises. K2 Enterprises specialize in delivering customized courses specifically to accounting professionals. Karen has an Honours Bachelor of Mathematics degree in Operations Research and Combinatorics and Optimization from the University of Waterloo, a Teacher Training Certificate in adult teaching from Durham College and is also a Microsoft Office Specialist - Master Instructor. She has several years business experience in the oil industry and has taught at many educational institutions such as Seneca College, Durham College, Ryerson and other private educational institutions. Karen has been involved in software applications training and consulting for over twenty years. Computers have been in her life in various shapes and form for over 35 years. She has been working on spreadsheets since the days of Visicalc on an Apple 2e computer. Karen specializes in teaching all the Microsoft Office products at an Advanced level.
Daniel Gray CPA, a US-Canadian dual citizen University of Maryland alumnus and Maryland CPA, is the founder and practice leader of www.ustaxservices.ca, a decade old Toronto-based boutique US tax firm with roots in many years at an international public accounting firm management position held after his move from the US to Canada in 1998. His practice specializes in cross-border aspects of Canadian corporations (large multinational or smaller) new or ongoing US operations, US tax compliance/advice for US citizens abroad and for Canadian citizens such as those directly or indirectly (e.g., partnership units) purchasing, renting or selling US real property or those who seek refund claims on over-withheld amounts. His clients are either direct or clients of local and international accounting and law firms needing US tax expertise and preferring a local option familiar with cross-border issues. His many years of separately achieved experience in each of US tax law consulting and US tax compliance preparation distinguish him from practitioners commonly schooled in only one of these two areas. This combination allows him to utilize unique perspective for tax opportunities for clients. He is also officially recognized by the IRS as a Certifying Acceptance Agent which designation is posted within www.irs.gov.
Marcus Guenther, CPA, CA, B. Comm., M.B.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 Professional Accountant, 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, FCPA, 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 Chartered Professional Accountants of Canada and also chaired CPA Canada’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 CPA Canada's publications and has twice been a judge for their annual Corporate Governance Awards.
Terry Hainsworth is a senior lawyer 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. He continues to practice law and is a Family Law Mediator and Arbitrator.
Stuart Hartley, FCPA, FCA, is the founder and managing partner of FocusROI Inc., a specialized consulting firm dedicated to helping accounting and assurance professionals understand and implement (cost effectively) the ever changing professional standards. Services include quality control monitoring (through FocusHGK LLP), on line and customized training courses, writing of technical manuals and on line practice management tools. Prior to FocusROI, Stuart was a senior audit Partner with BDO. During that time, he was the National Director of Accounting and Auditing, Chair of the Firm’s international audit committee and a member of the CPA Canada's Auditing Standards Committee. He helped develop BDO's international audit methodology and has trained extensively on auditing practice around the world. He also spent two years on an executive interchange program with the office of the Auditor General of Canada where he developed methodology for value-for-money engagements. Stuart is the author of: CPA Canada’s Canadian Professional Engagement Manual, and the Quality Assurance Manual, Guide to Using International Standards on Auditing in the Audits of Small- and Medium-sized Entities and the Guide to Review Engagements published by International Federation of Accountants (IFAC), and 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 has also published many articles and is a popular instructor at professional training courses.
Jules Hawkins, CPA, CA is President of Hawkins and Co. Accounting Professional Corp. He received his CA in England and Wales in 1996, and his Ontario CA in 2005. Prior to founding his own firm, Jules spent 15 years with Big 4 firms and a further 5 years with a regional Windsor-based firm. He has spent significant time developing and teaching internal training courses in both the UK and Canada. Jules teaches accounting and auditing courses at the University of Windsor, and has sat on CPA Canada task forces advising the AASB and developing practice guidance on reporting implications of new auditing standards. From 2011 through 2014, he was also Chief Financial Officer of Essex Angel Capital Inc., a TSX-Venture Exchange listed investment company.
Michael R. Hayward, CPA, CA, CPA (Illinois) obtained his CA designation in 2000 and his U.S. CPA designation in 2004. Michael completed the CPA Canada 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. IIn 2011, Michael joined Collins Barrow Ottawa LLP. As a tax partner, Michael 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.
Darrell Herauf, CPA, CA is a professor in accounting at the Eric Sprott School of Business, Carleton University where he has received numerous teaching awards. He is the co-author of the market leading advanced financial accounting textbook in Canada and author of other teaching supplements. Darrell has been involved in professional accounting education at the Chartered Professional Accountants Ontario and other professional accounting associations for over 25 years in a variety of roles, including teaching, developing cases, examinations and other program material, and serving as a member of the Examinations subcommittee.
Samantha Kerr Hurwitz, CPA CMA CHRP, is Co-Founder and CEO (Chief Encouragement Officer) of FliPskills, a thought leadership and HR innovation company. Samantha is a coach, consultant, trainer and writer. She works with organizations all over North America to fuel collaboration, enhance creativity, and develop today's essential workplace capabilities: Followership, Leadership, Innovation and Partnership skills. Samantha brings 20 years corporate and entrepreneurial experience in Finance, Accounting, Operations, IT and HR, including nine years at the executive level as Controller of a $6 billion organization, Portfolio Director of a $50 million project portfolio and Chair of a strategic talent management program.
Paul Ianni, CPA, CA is a graduate of McMaster University and a Senior Manager of Tax at BDO Canada LLP in Windsor, ON. Paul has completed all three levels of the CPA Canada Indepth Program. He currently teaches tax at the University of Windsor and at the CPA Canada Indepth Tax Course. Paul also has instructed at the University of McMaster, Niagara College and for the PASS UFE program over the last 5 years. Paul works extensively with tax issues faced by owner-manager businesses and individuals.
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, CPA, CA is a principal at Grant Thornton LLP’s National office. She specializes in ASPE, ASNPO, Accounting Standards for Pension Plans and Public Sector Accounting Standards. Melanie provides accounting advice and training to all of the partners and staff within Grant Thornton LLP. In the past, Melanie was seconded to CPA Canada to assist in the development of the Accounting Standards for Private Enterprises. With all of 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. She enjoys teaching courses in her field and is a member of a number of advisory committees.
K2 Enterprises Canada and its US partner K2 Enterprises is the pre-eminent provider of technology-focused continuing professional education to accountants and other professionals in Canada and the United States. We offer seminars on Excel, Word, PowerPoint, Outlook and Access. In addition our catalogue includes seminars on Internal Controls, Cloud Computing, Tech Tools to Prevent Fraud, Adobe PDF and overviews of current technology for accountants.
Shawn Kelso, CPA, 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, CPA, 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.
Damian Laflamme is a Tax Manager at Welch LLP where he specializes in personal tax compliance and planning, estates and trusts, and small and medium enterprise corporate clients. Damian has 10 years of tax experience in both Big 4 and local accounting firms. Damian has completed Level I, II, and III of the CICA In-Depth tax courses.
Rosanna Lamanna, CPA, CA is a Partner at Grant Thornton LLP Chartered Accountants. She brings over 10 years experience in providing assurance, accounting, financial reporting, taxation advisory services to both private and public companies in various sectors, including manufacturing and distribution, retail, software companies, development stage companies and not-for-profit entities among others. Rosanna has worked in conjunction with various Grant Thornton offices in Canada and around the globe on a number of multi-location audit engagements to serve both national and international clients. Rosanna instructs a number of professional development courses for Grant Thornton employees across Canada. She also worked in the national professional standards group where she was responsible for developing course content and technical updates.
Michel Lavigne, FCPA, FCA is a partner and co-founder of Vaillancourt Lavigne and Associé LLP/s.r.l. He is also part-time CFO of a small group of companies. He is member of the Chartered Professional Accountants of Ontario and the Ordre des comptables professionels agrées du Québec (OCPAQ). He was elected a Fellow of CPA Ontario in 2013. In addition to providing income tax, accounting and business consulting services to individuals and owner-manager clients, he is a professional development instructor for the OCPAQ and CPA Ontario and author for OCPAQ. 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. In addition to be a member of Council of CPA Ontario and member of the Technical Group Assurance of the OCPAQ, he is presently a member of the Canada Revenue Agency / Tax Practitioners Committee (Ottawa), and member of the Board of Governors of The Ottawa Hospital.
Milan Legris, B.Sc., LL.B., LL.M., TEP is Director of the Tax and Estate Planning Group (TEPG) of London Life and Great-West Life where he provides tax and estate planning support to the life insurance companies 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 - Tax and Estate Planning, 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.
Shari Mann, CPA, CA is an educational consultant providing education and training services to both professional accountants and accounting students. On the professional development side, she is involved in the preparation and presentation of numerous courses in accounting and assurance including the <i>Professional Practice Update</i>, <i>IFRS – Update</i>, and <i>IFRS – A Survey of Standards</i>. In addition to being a lecturer at the University of Waterloo, Shari developed material for and was a seminar leader for CPA Ontario's School of Accountancy. One of Shari’s previous roles was the professional practice director for a national firm with responsibilities for staff training, standards and quality control. Shari is the author of <i>The Guide to Review and Compilation Engagements</i> (Carswell) and <i>Compilation Engagements: A Guide</i> (Carswell) and co-author of <i>Preparing Financial Statements</i> (Carswell).
Sheree Mann, CPA, CA, CBV, CFI is a Managing Director with Froese Forensic Partners Limited. Froese Forensic Partners Ltd. is an investigative and forensic accounting firm. Sheree has gained over twenty years of experience in relation to investigative and forensic accounting and quantifying economic losses. Sheree provides services in relation to civil and criminal fraud and financial investigations, and loss quantification matters related to commercial disputes, expropriation matters, shareholder disputes, family law matters, labour and personal injury matters. Sheree has provided expert testimony in criminal and civil courts and in a public inquiry known as the Toronto Computer Leasing Inquiry (or MFP Inquiry). She is currently the President of the Association of Certified Forensic Investigators of Canada (ACFI).
Joe Marchello, CPA, CA, CFP, Vice President of Finance for Edenshaw Developments, has been in the real estate industry since 1998. Joe is a member of the Chartered Professional Accountants of Ontario and a Certified Financial Planner. 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, Joe held 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 CPA Ontario. Joe has been Vice President Finance and Administration with Edenshaw Developments since early 2012.
The Marquee Group is the leading Canadian provider of financial modeling training programs at financial institutions, corporations, universities and professional societies. Since 2002, The Marquee Group has provided financial professionals with the tools they need to understand and master critical areas of financial modeling, valuation and analysis. Marquee also offers specialized and interactive advanced Excel courses that are geared towards a wide range of business users. The Marquee Group's programs can benefit a wide range of professionals, from those interested in a new career to seasoned experts. For several years, The Marquee Group has led the annual training programs at numerous banks, pension funds and business schools. The firm's partners are Tim Benson, Ian Schnoor and Jon Zelman. They have led courses in Canada, the United States, the United Kingdom, Australia and Mexico. They each have significant experience working in capital markets and a passion for teaching.
Keith Martin, CPA, CA, MBA, 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 has been an Instructor in Accounting at Wilfrid Laurier University. Very active within the community, Keith is currently a member of the Board of Directors of Strong Start for Reading, a provincial literary program. Keith was formerly a Director 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.
Paul Mascarenhas, BSc., MBA is a specialist in Strategic Communication initiatives and an experienced facilitator in IT Skills, Strategic Planning and Communication Skills. He has facilitated workshops and strategic planning programs for leading corporations and organizations, in Canada and Internationally. Before beginning his career in training and facilitation, Paul worked with several large corporate organizations in Marketing Services, Business Strategy, and Communication. He has unique skills in the interpretation of data trends for strategic planning, marketing and administration, and in using IT for data analysis. He brings his twin specializations of Communications and Strategic Analysis, to training, and has conducted workshops for some of the world’s leading organizations over the last 10 years. As President of Avancer Learning Inc, a Toronto based consultancy and training corporation, Paul conducts his much sought after brand of creative computing workshops for leading Canadian Corporations, Professional Bodies and departments in the Federal Government.
Arun K. Mathur, CPA, CA is a partner with Gerald Duthie and 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. He currently serves on HealthForce Ontario Marketing and Recruitment Agency board, CMA Ontario Review Committee and Flato Markham Theatre Board. Mr. Mathur is Executive Director at UltimQuest Knowledge Inc. 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 CPA Ontario and following provincial Institutes: B.C., Alberta, Manitoba, Nova Scotia, Newfoundland and Labrador and Bermuda. He delivers this course to CMA Ontario. He delivered an Internal Control Workshop at the 2014 SHIFT Management Accounting Conference. He also delivers a course on “How to Improve Governance in Canadian For Profit Organizations” at CPA Ontario. He delivers a course on “Accounting and Financial Management for Business Owners”. He has extensive training experience with Ernst and Young’s Toronto office. He taught at Ryerson, UOIT, Durham College and University of Windsor. More at www.ultimquest.com.
Jennifer McCann, CPA, CA is a designated Canadian Chartered Accountant with 20 years experience working in accounting firms ranging from mid-size to Big 4 as well as in industry. Over the last 10 years, she has focused primarily on professional practice particularly around quality control, operating efficiencies, application of accounting and assurance standards and learning and development. Her experience has included: practical and timely support to professional assurance staff and partners nationally on complex technical accounting issues and assurance topics, quality control over financial statements prepared in accordance with IFRS, ASPE and ASNPO accounting standards, independent quality control reviews on review and audit engagements, and written response to the review engagement exposure draft issued by the AASB (see EYResponse to Review Engagement ED). Jennifer is not only focused on technical accounting and assurance, but is known as a constant driver of implementing technology and automation to achieve operating efficiencies. Her accomplishments include designing and implementing audit, review and financial statement templates in Caseware/Caseview, implementing IDEA (a data analysis tool) in audits and writing a program to automate common procedures for audit staff to allow them to focus in on what matters - the results. Jennifer also played a key role in the development of assurance staff and executives through many of her positions. As Chair of the Learning Advisory Committee, she was accountable for the learning and development strategy for the EY Toronto private mid-market practice. Jennifer is keen to share her knowledge with her peers and has developed and delivered relevant and timely material to staff, partners, clients and colleagues, including ongoing CPA Ontario professional development courses; consistently receiving A+ facilitator feedback scores.
Jim McConnery, CPA, 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 CPA Ontario''s School of Accountancy and has been a group leader in CPA Canada'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.
Ronald McFadyen, CPA, CA, CLU, CFP, TEP obtained his designation in 1975 and practised with regional, national, and international accounting firms, with an emphasis in income taxation planning and compliance. He has written and presented numerous taxation courses and papers for CPA Ontario 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 income taxation, estate and succession planning, asset management, and insurance, domestic and foreign.
Duncan McKeen, CFA is a Principal of The Marquee Group. He has extensive experience in Equity Research where he focused on the resource sector analyzing commodities and mining companies. Duncan is passionate about teaching and uses a very interactive approach to deliver course content. He has taught finance courses at the Queen’s University School of Business and has organized and delivered global equity conferences as a Research Analyst. Duncan also has extensive experience marketing and presenting investment ideas to institutional buy-side clients. Previously, Duncan worked in the Capital Markets for over 10 years. During this time, he was a Senior Vice President and Mining Analyst at Macquarie Capital Markets and a Vice President and Mining Analyst at GMP Securities. Duncan has built and managed research teams covering portfolios in excess of $140 billion. He has published institutional equity research on base metals, coal, fertilizers, uranium and platinum group metals. Prior to joining the financial community, Duncan worked with Ingersoll-Rand as a Mining Product Manager and a Technical Sales Engineer. Duncan received his Master of Finance degree from the Queen’s University School of Business and a Bachelor of Engineering degree from McGill University. He has also attained the Chartered Financial Analyst (CFA) designation.
Ingrid McLeod-Dick, FCPA, FCA is currently an adjunct professor in the MBA and EMBA programs at Schulich School of Business. Ingrid was in public practice for sixteen years as an employee and partner prior to teaching full time for the past eighteen 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 and 2012. Ingrid has taught a variety of professional development courses for CPA Ontario for many years, in addition to developing case materials for the School of Accountancy and for the new CPA professional education program. She is a contributing author to the Guide to International Financial Reporting Standards in Canada and co-author for Intermediate Accounting. She has also been involved in the preparation and presentation of IFRS – Financial Statement Presentation and Note Disclosure course for CPA Ontario.
Matt Mersereau, CPA, CA obtained his CA designation in 2007, and is a senior manager at McCay Duff LLP. Specializing in assurance services for the not-for-profit industry, he is a leader in the firm’s quality assurance department, responsible for the firm’s ongoing development and monitoring of professional standards. He is also responsible for developing the content, training facilitators, and co-ordinating the delivery of the firm’s professional development program.
Daryle Moffatt, CPA, CA earned his CA designation in 1994 and has 20 years of experience first in the area of assurance but for the past 15 years, he has been working in the area of taxation. Daryle has completed Parts I, II and III of the CPA Canada’s In-Depth Tax Course in 2002. Daryle is a Director in a professional services firm with a focus on taxation for personal clients and small to medium sized corporate clients. Daryle has instructed in Seneca College’s continuing education program in the area of taxation, taught internally with a Big 4 firm, and was a tutorial leader for the CPA Canada In-depth tax program. Daryle is a member of the Canadian Tax Foundation. Daryle has participated in the CPA Ontario Articles Program.
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 several provincial institutes since 1982 and his courses always receive rave reviews. He is the architect of three advanced residential programs in CPA Ontario’s Leadership Series – The Optimal Negotiator, Smart Leaders 2.0 (Thinking and Innovations Skills) and The CEO Program: Leading with Purpose. Jim holds four degrees, has authored three best-selling books and provided his strategic counsel to over 600 organizations during an exemplary career as an academic, business owner and crisis interventionist. His courses, based largely on his personal experiences and extensive proprietary research, 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 full bio at www.SmartLeaders.ca .
Neverest Inc. is a leading provider of professional development training for professional accountants and auditors. All training programs are led by experienced instructors and are designed to improve performance at individual and team levels. Courses are conducted in an interactive format involving discussions, case studies, and group exercises. Since 2007, Neverest has provided training for professional institutes, corporations, the public sector and public accounting firms, in the areas of accounting and finance, risk management, internal audit, external audit and related professional soft skills.
Lionel W. Newton, FCPA, 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 Chartered Professional Accountants of Ontario, and the provincial Institutes of Alberta and British Columbia; the Bar Admission Course of the Law Society of Upper Canada and Osgoode Hall Continuing Legal Education.
Chi Ho Ng, CPA, CA, MBA is a principal with CPA Canada - 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 speaks frequently on accounting and audit matters and has written many articles in the CA magazine. Chi Ho is currently serving as the Treasurer of the Canadian Academic Accounting Association, and has formerly taught advanced accounting and auditing courses at the University of Ontario Institute of Technology and York University.
Massood Oroomchi specializes in design and implementation of internal control environments, best practices for corporate governance, enterprise-wide risk assessment, and finance process optimization including accelerated close and spreadsheet controls. He has developed a comprehensive top-down, risk-based Internal Control Solution that could easily be customized to any size of firm whether publicly traded, private, pre-IPO, government or not-for-profit organization. He provides customized on-site training in governance, risk and controls for all forms of organizations resulting in significant savings in employee training costs. With 35 years of experience, he is a founding member of FinEx Group and 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 CPA Canada.
Jim C. Otar, CFP, CMT, M.Eng. is an expert in retirement income planning. He gives workshops on advanced retirement planning across the country to advisors and financial professional. His expertise stems from applying his engineering and technical analysis background to retirement planning. His article series won him the prestigious CFP-Board Award for 2001 and in 2002. Jim completed both his B.A.Sc. (Mechanical Engineering, 1975) and his M.Eng. degrees at the University of Toronto. After spending several years in engineering and investing for his own account, he started his financial planning career in 1995. He is the author of several books; “Unveiling the Retirement Myth – Advanced Retirement Planning based on Market History” (2009), “High Expectations and False Dreams – One Hundred Years of Stock Market History Applied to Retirement Planning” (2001), where he first pointed out the devastating effects of the sequence of returns, market cycles, the luck factor and the time value of fluctuations. In 1996, he wrote “Handbook of Canadian DRIPS”. He also contributed content to advanced Canadian Securities Institute courses. He has written over a hundred articles internationally since 1996 and is quoted frequently in the news media on retirement and financial planning issues.
Dave Paradi has been recognized by the media and his clients as a presentation expert. He has authored seven books on effective PowerPoint presentations and he consults on high-stakes presentations including one used to brief one of President Obama’s cabinet ministers. Dave is one of two Canadians, and one of only thirteen people in North America to be recognized by Microsoft with the PowerPoint Most Valuable Professional Award for his contributions to the PowerPoint presentation community. His ideas have appeared in publications around the world.
Beppino Pasquali, CPA, CA is a Canadian Chartered Professional Accountant with 25 years experience in accounting and taxation for small to medium sized companies. He advises clients in achieving growth and shareholder value. Beppino lectures in the Kellogg-Schulich EMBA, MBA and BBA programs in the field of financial and managerial accounting at the Schulich School of Business at York University in Toronto, Canada. He also lectures in the Kellogg-Recanati EMBA program in Tel Aviv, Israel. He also lectures on taxation, estate planning and investments for the Canadian Securities Institute.
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, CPA, CA, B.Comm, LL.B.,is a tax lawyer and Chartered Professional 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 CPA Ontario and the Ontario Bar Admission Course and has been a tutorial leader at CPA Canada's In-Depth Tax Course.
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, CPA, CA obtained his designation in 1979 while practising with a national accounting firm in Windsor. He completed CPA Canada's In-Depth Tax 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.
Kathryn Pottruff MSPM, PMP, founded Pottruff Consulting Inc. in 1984 after leaving four jobs that each lasted ten months. Almost thirty years later, Kathryn works from home and has helped hundreds of businesses and organizations dramatically improve their bottom line results. Her clients include Fortune 500 companies, engineering firms, municipalities, provincial governments and a handful of Executive Education divisions of major universities across Canada. As an award winning facilitator, she translates what can be dry project management theory into practical hands-on know how. Using her Prepare, Practice, Perform, and Pass approach, she has helped thousands of individuals successfully pass the PMP exam. Kathryn is a past board member of CAPS Toronto, is currently a board member of PMI’s Lakeshore chapter and serves as the Vice Chair of QuoVadis Children’s Foundation Inc.
Steve Prentice, B.A. Communications (Hons.), B.A. Psychology is the president of the Bristall Group, a consulting firm with offices in Toronto and clients across the globe. Steve's expertise focuses on the interaction between people and technology and he is well-known for his work 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 was 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 regular lecturer in Management Strategy at the Management Development Centre at the University of Ontario Institute Of Technology (UOIT), and is also a senior writer on cloud technology for the influential newsmagazine CloudTweaks. Steve 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 dance rock band Absolutely Jack.
Stephen Priddle, CPA, CA, CMA is Vice-President, Finance and Corporate Secretary of SureWx Inc. 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 CPA Ontario's School of Accountancy and has taught a number of professional development seminars for various provincial Institutes, 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. He advises a number of businesses and not for profit organizations, and sits on the advisory board of Valydate Corporation.
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, CPA, CA obtained her CA in 1980 and completed the CPA Canada 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 Chartered Professional Accountants of Ontario, and is an accomplished author on various tax subject matters.
Kurt Rosentreter, CPA, 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 accounting 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 eleventh year as an instructor at CPA Ontario 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, CPA, 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, CPA, 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 CICBV Membership Entrance Examination.
Dave Sabina, CPA, CA, B.B.A, M.B.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.
Garth Sheriff, CPA, CA, CPA (Illinois), CIA, MAcc is the founder of Sheriff Consulting which specializes in the development and delivery of accounting, auditing and professional skill courses and workshops. He is also an adjunct professor at the Degroote School of Business, McMaster University, teaching both undergraduate and MBA courses. Garth has extensive experience teaching and facilitating at private and public institutions and at all levels of educational programming. As a faculty member with the Sprott School of Business from 2009-2012, he was responsible for designing and delivering undergraduate and master level business courses. During his time at the Sprott School of Business, he received several awards for teaching including Professor of the Year (in 2009 and 2010) and a Professional Achievement Award. He has also held managerial positions at Deloitte and Touche in Canada and the U.S., facilitating training seminars in leadership and communication, and technical accounting and auditing skills. He earned a Master of Accounting and a Bachelor of Arts (Honours - Accounting) from the University of Waterloo, Canada. He is a member of the Chartered Professional Accountants of Canada and the American Institute of Certified Public Accountants. Garth has also branched out into the field of acting, and as a member of ACTRA (the Alliance of Canadian Cinema, Television and Radio Artists) has performed in various stage and film productions. As well, he is a graduate in improvisation from the Second City Training Centre.
Jeffrey D. Sherman, MBA, CIM, FCPA, FCA, is chief financial officer of Atrium Mortgage Investment Corporation (TSX: AI), and director of several companies, and devotes his time to management and finance, writing and teaching. He has over 20 years experience as a corporate director and executive in high tech, biotechnology/medical, financial services, and business services. His interests include corporate governance, risk management and internal control, corporate finance, restructuring and start-up enterprises and initial public offerings. Mr. Sherman is a popular presenter, and was an adjunct professor at York University for fifteen years. He is a frequent course director and course author for many organizations including provincial institutes of chartered accountants (and chartered professional accountants) across Canada, and the Law Society of Upper Canada, and has written over twenty books including: Canadian Treasury Management, Canadian Risk Management, and Financial Instruments: A Guide for Financial Managers (all published by Thomson-Reuters/Carswell), as well as Finance and Accounting PolicyPro and Information Technology PolicyPro (guides to governance, procedures, and internal control), and Cash Management Toolkit for Small and Medium Businesses (all published or co-published by the CICA/CPA Canada).
Laura Simeoni, CPA, CA, CIA, CRMA is a self-employed Professional Development and Training consultant. Laura teaches professional development courses as well as a student training program for the Chartered Professional Accountants of Ontario. She has taught at the CPA Ontario School of Accountancy for over twenty five years and is involved with preparing students for their professional examinations. Laura provides 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 2000 – 2007, Laura consulted and then worked for RBC – Internal Audit where she assumed the role of Director- Professional Audit Standards. During this time Laura earned her Certified Internal Auditor designation. Laura has co-authored and edited various publications related to the field of accounting.
Kent Smith, CPA, CA is a Partner in the Tax Services practice of PWC LLP. He leads the Ottawa Research and Development Incentives Practice. Kent has more than twenty years public accounting experience where he has enjoyed a progressive career focusing his practice of tax on the complexities of the SRED program. Kent has developed a deep technical knowledge of the SRED legislation as well as extensive experience interfacing with tax authorities and working with companies of all sizes in the preparation of their SRED claims. Kent has recently been involved in some of the most complex technology and manufacturing claims filed across the country.
Claire Sookman - Distinguished as Canada’s pioneer in virtual team building, Claire Sookman specializes in helping geographically dispersed teams reduce their costs and reach their maximum potential through training, coaching, consulting and designing. As the driving force behind Virtual Team Builders, Claire Sookman brings to the table over a decade’s worth of corporate and public sector training experience, working with over 4,500 managers in the past three years. Specializing in virtual team building and communication strategies, Virtual Team Builders provides training that enables global teams to work more efficiently. Claire's personalized and focused seminars have garnered numerous accolades, putting her services in high demand worldwide. In addition to acting as a consultant and trainer, Claire participated in a range of public speaking conferences including: Project World, Seminars World, CEPEX, Federated Press, Institute For International Research, Human Resource Professional Association and McMaster’s World Congress. In addition, Claire’s articles have been published in CIO magazine, Computer World, Network World and in the Training Report. Claire is also a published author on Virtual Teams.
Isabelle St-Jean, RSW, PCC is a Registered Social Worker, a Professional Certified Coach (with accreditation from International Coach Federation), 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, coast to coast, to successfully chart their way through major work/life transitions including career change and retirement. A thought leader in the field of human potential development, 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, CPA, 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 CPA Canada’s annual Commodity Tax Symposia and is a tutorial leader at the CPA Canada’s In-Depth GST course. Garth has also recently spoken on the Top 5 GST Issues facing SME Advisors at the CPA Canada SME Advisors Conference.
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 nineteen 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 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 seminar The Power of Your People Skills for accountants, and one for Attorneys, are given across North America. His trainings focus on being immediately practical and useful, on developing skills and changing behaviors. His most recent book is The Power Of Your People Skills (2014). He is also the author of Skating Out Of Your Mind. Information on them is on his web site at www.calsutliff.com
Tatha Swann is an Associate at Levitt and Grosman LLP and advises employees and employers on matters relating to employment. Tatha assists employees in negotiating employment contracts and severance packages and in commencing and litigating wrongful dismissal, constructive dismissal, human rights and employment standards claims. Tatha ensures that her clients know their rights and assists in obtaining their entitlements as quickly and efficiently as possible. Tatha also works with employers, both unionized and non-unionized, to reduce risk, minimize liability and craft practical business solutions to employment matters, litigious and otherwise. In particular, Tatha assists employers in preparing employment and independent contractor agreements, preparing workplace policies, hiring, discipline, termination, conducting workplace investigations, defending wrongful dismissal claims, employment standards complaints, human rights complaints, unjust dismissal complaints, grievances, arbitrations and other day-to-day employment matters. Tatha has appeared before the Ontario Superior Court of Justice, Ontario Human Rights Tribunal, Workplace Safety and Insurance Board and Ontario Labour Relations Board as well as private mediations and arbitrations. Tatha was called to the Ontario bar in 2011 after having received her Juris Doctor from the University of Windsor in 2010 and her Bachelor of Architectural Studies from the University of Waterloo in 2006.
Soheil Talebi, CPA, CA is a partner at Lipton LLP with extensive public practice experience with National firms in both Canada and the United States. He graduated from Brock University with a Bachelors of Accounting degree in 2001 and obtained his CA designation in 2002. Soheil’s broad experience extends to various sectors and industries, including real estate, professional services, technology, manufacturing and distribution, entertainment, publicly traded entities, and not-for-profit organization, with working knowledge of U.S. GAAP and International Financial Reporting Standards. Soheil provides advisory services in such areas as due diligence and litigation support, IFRS conversions, and accounting for complex transactions. Soheil has served as a part-time inspector with CPA Ontario and leader at the School of Accountancy.
Dave Thomas is a Principal with The Marquee Group. He has extensive experience in the financial services industry including Investment Banking, Capital Markets and Private Banking. Prior to joining The Marquee Group, Dave was CEO and Director of a Caribbean-based private bank providing asset management, trust and corporate services for high net worth and corporate clients. Previously, Dave worked in Investment Banking for over ten years at BMO Capital Markets. While at BMO, he was a Director in Equity Capital Markets where he oversaw prospectus-offered retail structured products for the firm as well as numerous equity financings and initial public offerings. Prior to that role, he was a member of the Utilities Group and was involved in numerous financing and mergers and acquisition transactions including significant work in the renewable and alternative power sector. Dave received his Master of Business Administration degree from the Richard Ivey School of Business and holds the Chartered Financial Analyst (CFA) designation.
Peter Thomas, CPA, 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 CPA Ontario School of Accountancy for many years. He has taught various PD courses for CPA Ontario.
David Trahair, CPA, CA, is a speaker, national best selling author and financial columnist for CPA Magazine. His books include Smoke and Mirrors: Financial Myths That Will Ruin Your Retirement Dreams, Enough Bull: How to Retire Well Without the Stock Market, Mutual Funds or Even an Investment Advisor, Crushing Debt: Why Canadians Should Drop Everything and Pay Off Debt and Cash Cows, Pigs and Jackpots: The Simplest Personal Finance Strategy Ever. He is known for his ability to explain the often-confusing world of personal finance in plain English. Canadians appreciate his no-nonsense style and the fact that his views are totally independent because he does not sell any financial products. He currently operates his own financial consulting firm and gives seminars on his books to accountants in B.C., Alberta, Saskatchewan, Manitoba, Ontario and Nova Scotia.
Warren Trickey, CPA, CA, TEP, graduated from Queen's University in 1972 receiving the medal in Commerce and obtained his designation in 1974. He has been in public practice as a tax specialist for more than thirty-five years and currently practices in the areas of corporate reorganizations, estates and trusts, U.S. personal income tax, retirement and estate planning. A frequent lecturer on tax issues, Warren is active in various community organizations, enjoys golfing and likes to spend time at the cottage.
Patrick E. Uzan, CPA, CA, BA, TEP is a National Tax and Estate Planning Consultant with Canada Life. Throughout his career in taxation, including his time as a tax partner in public practice, Patrick’s focus has been primarily in the areas of succession and estate planning, mergers and acquisitions, and corporate reorganizations. He has assisted many general practitioners in advising them on tax matters and providing specialty tax planning solutions for their clients. His current focus is on developing and implementing advanced estate and tax planning strategies and providing assistance to financial advisors in delivering value-added services to a select group of clients in the business and affluent markets. Throughout his career, he has been very involved in educational and academic endeavours. He has acted as a Groupstudy leader and In-Residence tutorial leader in CPA Canada’s In-Depth Tax program and the CPA Canada Income Tax Practice Course. He continues to facilitate a number of professional development courses in taxation offered by CPA Ontario and the Institute of Chartered Accountants of Alberta. Patrick is a registered member of the Society of Trust and Estate Practitioners.
Antonietta Vena, CPA, CA, M.Acc is a graduate of the Masters of Accounting Program at the University of Wateroo. She earned her designation in 1992 and then completed the In-depth Tax Program in 1996. Antonietta has derived the majority of her professional experience from providing Canadian taxation services in public practice, with a focus on owner-managed businesses. She has enjoyed a variety of educational roles: Groupstudy Leader, CPA Canada’s In-depth Tax Program; Instructor, CPA Ontario’s School of Accountancy; Instructor, CPA Ontario’s Professional Development Program; Adjunct Lecturer, University of Waterloo. Antonietta is currently a sessional instructor at the Ted Rogers School of Management, Ryerson University.
Glenn Ventrcek, CPA, CA is a Partner at BDO Canada LLP and has over 18 years of experience in public accounting providing auditing, accounting and taxation services to a broad client base including owner-managed businesses, 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. He has also been a speaker at various NFP and IFRS sessions for CPA Ontario.
Zoran Vranjkovic, CPA, CA is a Senior Tax Manager in the tax group at Welch LLP. He is a Chartered Professional Accountant (CPA, CA), Certified Financial Planner (CFP) and Trust and Estates Practitioner (TEP). He has completed all three levels of the CPA Canada In-depth Tax Course, as well as various advanced specialized courses. His area of focus is tax planning for business owners, high-net worth individuals and their families, including corporate reorganizations, purchase and sale of business, estate and succession planning, income splitting and overall tax minimization strategies. He has been involved as an instructor and tutor for the CPA Canada In-depth Tax Course. Zoran has also presented at various CPA Canada, CPA Ontario and Advocis conferences and courses. He is currently the Vice Chair of the Ottawa branch of the Society of Trust and Estate Practitioners and also sits on the Canada Revenue Agency’s Ottawa Tax Services Office Tax Practitioners’ Committee.
Garrett Wasny, MA, CMC, CITP/FIBP is a professional development consultant to accountants and accounting institutes worldwide. He advises practitioners at all levels how to unleash their online potential using productivity, search, mobile and social technologies. His books include World Business Resources.com (published by McGraw-Hill in New York) and How to Conquer the World (published by Government Institutes in Washington, DC). Since 1995, he has delivered 1,000+ seminars and webinars around the globe and published scores of articles in leading national and international business publications on Internet topics.
William Wesioly, CPA, CMA has moderated the CMA-CPA's Strategic Leadership Program for the past 15 years. In that time he has taught a number of leadership and team building skills. He has also instructed the Dale Carnegie Program and been involved in teaching the Creating High Performance Teams course at BMO Financial Group. He is currently working at RBC where he is leading and facilitating the Operational Risk Management discipline.
Brandon Wiener, B.C.L., LL.B. is a partner practicing at the Toronto office of Thorsteinssons LLP. His practice focuses on personal, corporate and trust planning for high net worth individuals, professionals, executives, owner-managers and their businesses, both domestic and international, including: corporate reorganizations; structuring of investments and businesses; purchases and sales of businesses and real estate; estate planning; immigration and emigration; and non-profit organizations and charities including private foundations. Brandon has written and presented on a wide variety of tax topics in various publications and conferences, including the 2011 Annual National Tax Conference of the Canadian Tax Foundation in Montreal. Brandon has been elected to the Executive of the Taxation Law Section of the Ontario Bar Association and has been a member of the Program Committee for both the Annual National Tax Conference as well as the Ontario Tax Conference of the Canadian Tax Foundation. He is a member of the Canadian Tax Foundation, the International Fiscal Association and the Association de planification fiscale et financière. Brandon obtained a B.C.L./LL.B. from McGill University (Dean’s Honour List and with Great Distinction) and was awarded various prizes and scholarships, including the Alexander Morris Exhibition Prize (for highest standing in second year) and the Stikeman Elliott/Carswell National Tax Award Prize (for excellence in Taxation Law and Corporate Law).
Helen Wilkie is a professional keynote speaker, workshop leader and author, specializing in the area of communication in the workplace. She has spoken across North America to a range of clients from international corporations to professional associations, accounting and law firms and more. She is an active member of the Canadian Association of Professional Speakers and Past President of its Toronto chapter. Over the past several years, she has worked with hundreds of accounting professionals, delivering business writing courses and workshops as well as other communication programs. She has written seven books on communication, the latest of which is "Make Your Words Count: a short painless guide to business writing for accountants". She also has a growing list of titles on Amazon's Kindle platform.
Marion Williams, a Senior Associate with K2 Enterprises Canada since 2009, provides consulting and training services throughout Canada. With a background in the insurance industry, Marion earned the FLMI designation with a specialty in Information Systems. As the owner of a computer consulting company in Ontario for over twenty years, Marion develops custom databases for a variety of business sectors, using Access, Excel and VBA. In addition, Marion specializes in training all the Microsoft Office products at an advanced level.
Lori Wilson is a dynamic communicator who motivates and collaborates with individuals at all levels to achieve lasting change. She enables greatness and helps clients maximize their personal and professional effectiveness. She has extensive experience in the areas of leadership and team development, coaching, interpersonal and presentation skills, program development, change management and facilitation. As a facilitator, she is known for connecting with her audience and turning concepts into real and practical workplace solutions. Lori’s experience spans human resources, operations and communications in both the public and non-profit sectors. Previously as Senior Manager of Human Resources for Accenture, Lori was accountable for developing global employee programs focused on Leadership, Career Development and Employee Satisfaction. As principal of her own coaching practice, Lori helps people change through self-awareness, conscious choice and intended action. Outside of work, Lori is past-Chair and current Board Member with the Oakville Distress Centre. Lori holds a B.A., University of Western Ontario, Certificate in Adult Education and Post Graduate Certificate, Public Relations. She is certified in Emotional Intelligence (EQi) and Birkman Method assessments.
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.
Tue, August 19, 2014 - 2:34:31 EDT
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