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PD Seminars - Instructors

ASIF N. ABDULLA, JD is an associate at the Vancouver office of Thorsteinssons LLP, practicing in the area of domestic and international tax planning for individuals, trusts, corporations and other private enterprises. Asif’s practice is focused on advising individuals and businesses in respect of succession and estate planning, tax-driven corporate reorganizations, immigration/emigration tax planning, business structuring and cross-border tax planning. Asif acts for a number of clients who are in dispute with the CRA and provides advice in respect of applying under the Voluntary Disclosure Program.

BRUCE ACTON, FCMC, MBA. Bruce’s expertise includes business process redesign, strategic planning and performance measurement. He has won a number of awards with his clients for his consulting work. He brings a broad background consulting to not for profits, the private and public sector.

KAMAL BASRA, BSc, CFP, FMA, FCCI, brings an ability to evaluate and analyze concepts and data into language that her financial advisory clients can understand. As the co-founder of Sophia Financial Group and a Certified Financial Planner, Kamal is deeply committed to empowering investors with the knowledge and confidence they need to make appropriate and suitable decisions about their finances. As a member of several local and international organizations Kamal is known for her ability to evaluate and report on financial performance and risk management issues for sustainable delivery of not for profit programs.

LIETTE BATES-EAMER, CPA, CA is a Senior Audit Manager with KPMG. Liette has significant experience in providing audit services to public sector and not-for-profit organizations, managing engagements both large and small in scale. She is a member of KPMG’s BC Public Sector/Not-for-Profit Network and KPMG’s National Not-for-profit Network. Her community involvement has included serving as Treasurer for the Victoria Women’s Transition House Society for 6 years and serving as a Community Advisor to the Victoria Foundation. She is currently the Treasurer for Habitat for Humanity Victoria.

TARA BENHAM, FCPA, FCA is a tax partner with Hayes Stewart Little & Company. Tara has been in public practice since 1993 and has specialized in corporate and personal tax matters since 1997. Her practice encompasses complex tax analysis, planning and compliance particularly for small and medium size enterprises. Much of her work is focused on structuring related to buying and selling businesses, estate and succession planning. She also has extensive experience with all financial aspects of matrimonial negotiations and settlements.

KARINE BENZACAR, MBA, FCPA, FCMA, CFA is a seasoned industry professional with over 20 years of industry experience. After beginning her career in the finance departments of Avon Products and Kraft Foods, she held Senior Management positions at three major Canadian Banks – Royal Bank of Canada, Bank of Nova Scotia, and Bank of Montreal. Her career has spanned many functional areas including accounting, finance, capital markets, project management, re-engineering, and strategic management. She has performed consulting work, developed financial courses, and trained thousands of professionals from a wide variety of industries.

ANTOINE BISHARA, CPA, CA, CFA has over 12 years of experience as a finance professional. Since 2004, Antoine has worked in various roles from valuations to corporate treasury. Currently, Antoine is the Director of Finance at Elemental Energy Inc., a renewable energy developer and operator, where he is responsible for the company's finance initiatives. His interests and specialties include: creating specialized excel models used for analyses, M&A, project finance, financial management, and financial derivatives.

WARD BLATCH, CPA, CA is a partner with K2 Enterprises Canada. Since joining K2 Enterprises in 2005, he has provided consulting and training services throughout the United States and Canada. Ward also has his own practice in Nova Scotia providing accounting, business consulting, training, and information technology support and evaluations to small business.

LAIRD BRANHAM, CPA, CA, is a director of Branham & Company Chartered Accountants Ltd. Laird’s primary area of interest is tax planning for private corporations and their shareholders, including restructurings, mergers, dispositions, and acquisitions. He has previously authored and presented seminars for CPABC.

SHANE M. BROWN, LL.B., is a partner of Thorsteinssons LLP. Shane’s practice focuses on domestic and international tax planning for individuals, trusts, corporations and charities, including: estate planning, corporate reorganizations, divisive reorganizations, business structuring, property acquisitions and offshore and cross-border structures. Shane also advises non-residents, including new immigrants to Canada, and represents clients who have disputes with the CRA. Shane is a regular lecturer for the CPABC and lectures on various aspects of taxation law and has authored and co-authored papers and articles on a variety of tax planning matters.

GREGORY BUCK, CPA, CA, BCOMM, has been in public practice for 35 years specializing in owner managed and professional business. He has extensive experience in small to medium businesses from a practical standpoint. Greg has lectured extensively at UFV in the Business Computing and Business Administration departments and for accounting and work flow software companies. Greg has authored three textbooks in the business computing area and several articles and blog.

RHONDA CALDWELL is the founder of Caldwell Communications Inc., a Vancouver based management consulting and professional development company. As a business owner with over 20 years of corporate and entrepreneurial experience, Rhonda offers real world solutions that are immediately applicable. She has provided services to organizations across North America as a consultant, training designer, classroom facilitator and coach. She focuses on giving people the skills they need to enhance their personal and team performance, and strengthen their business relationships with colleagues and clients.

GREG CAMPEAU, B.COMM, is a learner and teacher of timeless truths that govern both personal and organizational effectiveness. Greg has delivered over 2900 presentations and workshops throughout North America, and for 15 years has instructed courses in the School of Business at BCIT. Greg’s broad and riveting appeal is rooted in his relevant, meaningful, thought-provoking and practical content that is always delivered in an interactive, humorous and inspirational style.

JAMES CAPOBIANCO is a partner at PwC’s Vancouver practice and leads PwC’s Indirect Tax Practice for Vancouver. Specializing in Canadian indirect taxes for over 25 years, James has expertise in the Goods and Services Tax/Harmonized Sales Tax, Quebec Sales Tax, and retail sales tax relating to cross-border transactions, technology companies, life sciences companies and public sector bodies. He has also been a regular part of the faculty team for the CPA Canada In-depth GST/HST Course, and co-developed and routinely co-presents CPA Canada’s Advanced GST/HST Course for Public Sector Bodies.

LOUIS CHANG, CPA, CA holds a TESOL English Teaching Diploma, and for over 20 years has taught English to adult professionals and students at various institutions including The English Language Institute at UBC, the YMCA, Immigration Canada, Mosaic, and other Business Language schools throughout Vancouver. He has worked in public practice in the Vancouver office of Deloitte, and for over 30 years has owned and operated a successful business. Louis believes that the ability to speak confidently and clearly is essential for success in the accounting profession.

KEVIN CHEUNG, CPA, CA, is a Senior Manager in the Assurance practice of PwC with a focus on the mining industry. Kevin has experience providing a wide range of assurance services to organizations at all stages of development from junior exploration to multi-national producing companies reporting under U.S. GAAP and IFRS. Kevin has recently returned from a two year secondment with the PwC UK firm, where he worked Rio Tinto plc and other FTSE 100 companies.

IAN CHRISTIE has devoted his career to helping mid-level and senior-level professionals develop theirs. He’s built deep experience in career transitions, career growth strategies and personal branding through 20+ years in roles that have included executive recruitment, leading the MBA career centre at Sauder UBC, as a writer, speaker and career consultant. His work with CPAs includes many CFO, VP/Director Finance, Controller and public practice leadership clients. He hosts numerous online courses and publishes a weekly newsletter.

MIKE COBURN, BA(HON), LL.B., is a partner with Fasken Martineau DuMoulin LLP and a member of the firm’s tax group. He has considerable experience in structuring and implementing tax-efficient corporate reorganizations for both private and public companies. Mike also frequently advises clients on inbound and outbound cross-border investments, acquisitions and disposition of assets and disputes with various taxing authorities.

BILL COX, FCPA, FCA has been with BDO Canada LLP for over 30 years, with 25 years as partner. He has worked exclusively in the public and not-for-profit sectors dealing with financial statements audits, as well as audits of government grants and other specialized audits. For the past 4 years he has been a member of the Public Sector Accounting Board.

RUSSELL CULLINGWORTH, MBA is the founder and CEO of ProDio Audio Learning and EQAdvantage Learning and Development Inc. Russell’s courses focus on improving business performance through advanced interpersonal skills. Corporate clients include the Salvation Army, Great Little Box Co., Vancouver Film School, David Suzuki Foundation, Trevor Linden Fitness, and Scouts Canada. He has over 20 years’ experience in financial management, and has held executive finance positions at CGA-Canada and Canuck Place Children’s Hospice. Russell has an MBA from SFU and is an Accredited Insights Discovery Licensed Practitioner.

AARON DAWES, CPA, CGA, EA, is a Senior Manager in the Global Employer Services practice at Deloitte. He specializes in global mobility and cross-border tax issues with a focus on cross-border tax planning, Canadian and U.S. tax return compliance, global payroll and global mobility program management for multi-national organizations relocating their employees within a Canadian and U.S. context.

JOHN DEMETRI, CPA, CA, CPA (Illinois) is a manager in the Global Employer Services practices at Deloitte LLP in Vancouver. John has over 9 years of experience in cross-border tax issues with a focus on cross-border tax planning, Canadian and U.S. tax compliance and international assignment program management and coordination for large multinational organizations.

TAMMY DEWAR combines a Ph.D. in adult learning and a professional coaching certification with 20 years of practical leadership and team development experience. She is a “pracademic”, spending part of her time teaching at Royal Roads University in their Master’s and Executive Leadership programs and the other part of her time as a facilitator and coach helping organizations develop their leadership capacity. She provides engaging, creative and practical training programs, facilitates strategic planning and innovation processes, and coaches teams and executives.

ROBIN DIEHL, CPA, CA, CBV is a business valuator and a business analyst. Robin has vast experience presenting internal and external courses, including courses for undergraduates, professional designations and private firms. She has helped author various accounting courses and composed professional examination questions. Her areas of focus include financial accounting, financial reporting and assurance topics.

DWAYNE DUECK, CPA, CA is a tax partner at Tenisci Piva LLP in Kamloops, B.C. Dwayne specializes in private corporation tax and business advisory services, including providing tax advisory services to other professionals. His tax practice encompasses business, corporate, personal, and trust taxation, estate and succession planning, the acquisition and sale of a business, mergers, amalgamations, and corporate reorganizations. Dwayne has been a tutor and facilitator for CPA Canada’s In‐Depth Tax program since 2006 and has been a member of the Canadian Tax Foundation for 14 years.

TIM DUHOLKE, FCPA, FCA, TEP practiced tax exclusively for over 35 years and retired from DLA Piper (Canada) LLP in 2017. While Tim’s practice covered a broad spectrum of tax areas and industries, a great deal of his work focused on real estate activities and advising private companies and high net worth families, especially on transition and succession issues.

SHARON EDWARDS has been teaching clients how to share their expertise confidently, with passion and influence, for 15 years. She is a presentation skills coach, facilitator, and writer who fosters innovation and creativity through great communication. The theme that runs through her work is clear: becoming a great communicator is the way to get the highest return on the investment you have made in yourself, and your career. Sharon can teach you the Power of Presence.

MICHAEL ELL, FCPA, FCGA, is a Public Practitioner and Consultant. Michael was the Primary Public Practice Reviewer for CGA-BC from 1999 to 2015, is an Associate of the CPA Canada Accounting Standards Board Private Enterprise Advisory Committee, and a member of the CPA Canada Practitioners Technical Advisory Board. He develops and facilitates courses on public practice issues, accounting standards, and the CPA Canada Handbook for the accounting profession. Besides providing services to small business clients, he focuses on providing monitoring, mentoring and standards consulting to accounting firms in BC and across Canada.

MICHAEL EREZ, CPA, CGA, CFP is Director of Odlum Brown Financial Services Limited, a wholly owned subsidiary of Odlum Brown Limited. Based in Vancouver, Mike and his team provide financial, retirement and estate planning services as well as life insurance products exclusively to clients of Odlum Brown Limited. Mike is passionate about financial literacy and has given various tax and financial planning presentations.

ALEX FARRELL, CPA, CA, is a Senior Manager in the Assurance practice of KPMG with a focus on high tech and public companies. Alex has experience in providing a wide range of assurance services including audits, regulatory filings, and accounting advisory services to companies in the tech sector. He has 8 years of industry experience in analyzing and providing advice in regards to revenue recognition issues within both early and late stage companies of the tech sector. Alex’s experience includes working with companies reporting under U.S. GAAP, ASPE and IFRS.

DEBORAH FOLKA, APR, FCPRS, LM is a communications consultant specializing in crisis communications and issues management for over 25 years. She is also a past Director of Communications at ICABC and CMABC.

JEFF FOREMAN, CPA, CA, is a tax partner with D&H Group LLP in Vancouver. He specializes in income tax, and advises on a wide range of corporate and personal tax matters including corporate reorganizations, estate planning, non-residents carrying on business in Canada, purchasing or selling a business, and dealing with tax authorities in tax audits and disputing tax assessments.

BRIAN FRIEDRICH, LL.M, MEd, C.Dir, FCPA, FCGA is a principal of friedrich & friedrich corp – a professional research, standards, and education consultancy firm – a role that has shaped his work experience for more than 15 years. The firm’s clients include global accounting bodies, professional accounting firms, post-secondary institutions, and international and government agencies. This position has allowed him to gain considerable Canadian and international experience in a number of areas, including developing strategic, policy, program, governance and ethics guidance for several established and emerging professional and regulatory organizations.

LAURA FRIEDRICH, MSc, FCPA, FCGA is a principal of friedrich & friedrich corp, a professional research, standards, and education consultancy firm. The firm has over 15 years experience conducting projects throughout North and South America, Asia, and Eastern Europe. Major projects focus on organizational structure, program construction, and evaluating, designing and advising on best practices in competency-based education and experience assessments. Laura has led more than 150 professional development sessions in a wide range of topic areas including governance, leadership, ethics, project management, curriculum and exam development, and IFRS and ISAs.

LEE-LYNN GAN, CPA, CA is a senior manager at KPMG, where she specializes in tax planning and consulting for Canadian corporations and their shareholders. KPMG’s National Tax Group also relies on Lee-Lynn’s technical expertise on a variety of Canadian tax issues. Lee-Lynn recently co-authored and presented a paper on recent tax cases of interest for the Canadian Tax Foundation’s 2015 BC Tax Conference. She was a contributing author to Understanding Section 55 and Butterfly Reorganizations, 3rd Edition, and co-author of “Ending the Year Ending after the End of the Year” at the 2011 BC Tax Conference

DAVID GAUTIER, CPA, CA is an Associate Partner with Crowe MacKay’s tax group in Kelowna. David provides tax and advisory services to privately held businesses. David has assisted in a number of significant private company sales and also advises in wide range of corporate, personal, trust and estate tax planning matters.

KEN GHAG, CPA, CA is an Indirect Tax Senior Manager in PwC’s Vancouver office. He has practiced in the area of indirect tax for over 25 years. His areas of specialty include GST/HST, PST, QST and Carbon Tax. Ken routinely provides advice to his clients on all matters of Canadian indirect taxes, including planning and compliance. He has presented at various conferences, including the CPA National Commodity Tax Symposium, CPA Western Canada Commodity Tax Symposium and the Canadian Tax Foundation Conference.

ROB GILFOYLE is an expert on the effect that business technology is having on working practices, and on what leaders in organizations have to do differently and more of, to leverage the opportunities that new technology provides. Rob has substantial practical experience of leading change initiatives in North America, Europe, and Africa, including Fortune 500 companies. He regularly provides highly-rated PD seminars on change leadership to CPAs in BC, Alberta, and Saskatchewan. All of Rob’s presentations are highly interactive and feature very usable leadership tools and techniques.

RYAN GILL, CPA, CA, CPA (New Hampshire) is a Tax Manager in KPMG LLP’s Global Mobility Services group. Ryan practices in the area of tax planning and compliance for individuals, estates and trusts in a U.S. and cross-border context. He advises individuals on both sides of the border on tax matters related to their residence, compensation including equity compensation, investments including real estate, retirement plans, estates, trusts, gifts and expatriation. He is also involved in the preparation of Canadian and U.S. tax returns for individuals, estates, and trusts.

TOM GILLESPIE, CPA, CA is a director and co-founder of Clearline Consulting CPA. He has over ten years of accounting and assurance experience having been the associate director of practice review with CPABC as well as a professional standards advisor. Prior to working with CPABC he was an audit manager with a major international accounting firm. Tom provides file compliance, monitoring, in-house training, audit planning and on-going consulting services to CPA firms and practitioners, helping them succeed and build thriving practices.

KAREN GRANVILLE, Hons. BMath, is a Senior Associate with K2 Enterprises, which specializes 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.

TERRY GUNDERSON, CPA, CA, is a partner with Manning Elliott LLP, and has auditing, financial accounting and tax experience with a wide range of clients. He has been a member of Manning Elliott LLP’s Quality Control and Accounting Standards committees and acted as leader for the firm’s quality monitoring program. Terry has given seminars on Canadian auditing standards, IFRS, ASPE and ASNPO in recent years.

BRAD HALL, CPA, CA, CBV is a Senior Manager with Grant Thornton in Kelowna, BC. Since joining Grant Thornton in 2006 he has practiced in Ontario, B.C, and Australia in the Assurance and Corporate Finance service lines. Brad practices full-time in Grant Thornton’s Business Valuation group and serves the Interior B.C region focusing on owner-managed business across a broad spectrum of industries. Brad is experienced in delivering presentations internally and externally, as well as being involved in the education process with BCCPA, the ICABC, and the CICBV.

MORGAN HAMEL, MA, an Associate with MDA Training Inc., is interested in exploring what behavioural ethics has to teach us about corporate behaviour - namely, whether knowing more about ethics actually makes us more ethical... With a Master’s Degree in Applied Ethics, and 11 years spent in the Ethics and Compliance of a large oil and gas company, Morgan has extensive experience with both the theory and practice of business ethics. She shares stories from her experience to bring courses she delivers to life.

JOANNE HAUSCH, CPA, CA is a Partner at Deloitte LLP. She is a leader in the Global R&D and Government Incentives practice. Joanne is based in Vancouver and manages SR&ED engagements in all industries, focusing on manufacturing and processing and software claims. She has 30 years of experience in tax and is recognized as a national expert on the topic of R&D, innovation and productivity.

RANDALL A HAY, CPA, CA, MBA, FEA “unretired” recently to assist small firm practitioners in the Lower Mainland. Randall advises their family owned enterprise clients on Canadian corporate tax planning matters - corporate reorganizations, succession and estate planning - including calculating share value for tax planning purposes. Randall was formerly a senior Regional Tax partner with a national CA firm sitting on both of the firm’s Tax Executive and Tax Initiatives Planning committees. Randall was also an instructor of various tax courses at UFV in the BBA degree program for over 18 years.

ASIFA HIRJI, CPA, CA, is a senior manager with KPMG LLP, with nine years of experience providing audit services to public sector entities, including local governments and regulatory organizations, as well as not-for-profit organizations. She has been involved in the development of global KPMG courses and has facilitated audit quality and methodology and baseline audit training courses to professionals across Canada. She is the leader of KPMG’s audit quality and efficiency group.

SHAN HOFER, CPA, CA, CPA (Illinois) is a Senior Manager with the Global Employers Services team at Deloitte LLP. She has over 11 years of tax experience in cross-border tax services with a focus on cross-border tax planning, Canadian and U.S. tax compliance and international assignment program management and coordination.

CHARLOTTE HOGGARD, CPA, CGA, CFI, is President of T. Charlotte Hoggard Inc Vancouver Island, and has been dealing with sales tax issues, including GST, since 1990. Her involvement started with CRA and in 1999 she left to continue helping clients with the sales tax in public practice. She assists clients with the various implications of sales tax, including GST, HST and PST, both on an advisory and practical basis, such as representing them to CRA. Charlotte has been a member of the board of various non-profit and charitable organizations.

MARGARET HOPE, M.ED., has been providing education programs for accounting professionals since 1988. She has a Masters Degree in Education, is an Internationally Accredited Professional Speaker – one of fewer than 85 speakers ever accredited worldwide, and the author of You’re Speaking – But Are You Connecting? Margaret is an Adjunct Professor at SFU, teaches at several other Canadian universities and for a variety of business and association clients. In addition to public speaking and presentation Margaret has expertise in virtual meetings and virtual training.

J. GEOFFREY HOWARD, LL.B., is a partner with leading labour and employment law firm Roper Greyell LLP in Vancouver. Geoffrey has extensive experience in all aspects of employment law, from employment contracts to wrongful dismissal and post-employment competition disputes. Geoffrey has written and presented to a wide variety of groups on employment law topics and is an occasional contributor to Business in Vancouver, the BC HRMA Voice, the Vancouver Sun and other publications.

TAMARA HUNTER, LL.B. is a member of DLA Piper’s litigation group. She practices in the areas of freedom of information and privacy law, administrative law and professional regulation law. She acts for a variety of professional regulatory bodies on matters involving registration, professional disciplinary proceedings and related litigation, representing both private sector and public sector organizations. Tamara has been named by the Office of the Information and Privacy Commissioner for British Columbia as a qualified lawyer approved to act on its behalf in matters relating to privacy protection law, administrative law and access to information law.

CHRIS IRELAND, B.COMM, CPA, CA, TEP, is Senior Vice-President, Planning Services with responsibility for PPI Advisory’s national planning services team which provides advanced professional expertise and support in financial, estate and succession planning. He joined PPI in 2003 with over 20 years of experience in tax, estate and trust planning including several years as a Tax Partner in the Vancouver office of an international accounting firm. Chris has taught CPA Canada’s specialized tax course, “Advanced Tax Issues for the Owner Managed Business” and has written extensively in the area of tax planning and wealth preservation.

DR. SHAWN IRELAND, M.SC., MA, E.Dd is the lead consultant and managing director of HRCgroup, inc. Dr. Ireland’s areas of subject matter expertise include action-learning initiatives in support of leading strategic change, management of virtual teams, project leadership, fostering critical thinking, communications, and managing human behaviour. He has worked extensively with international Fortune 500 companies. His book publications include “IFRAME: A Manager’s Guide to Critically Balanced Thinking” with his co-author Lorne Kelton, and “Virtual Teams - Seven Steps to Successful Virtual Teamwork”. He has written numerous articles for professional journals and publications.

PETER JACKSON, CPA, CA, is a Senior Manager with KPMG LLP in Vancouver and specializes in servicing Canadian and United States public and private companies. He also works in their Advisory group and has extensive knowledge of IFRS, PSAB, ASPE and US GAAP and securities rules and regulations.

RICHARD JANG, BCom, DipIT, MCP, CPA, CGA, is a member of the Sage Software Product Design team working on accounting and business management software. His focus includes reporting, business analytics and intelligence, helping companies in North America and internationally become more productive with information technology. He has presented multiple technical sessions at corporate conferences in the U.S. and overseas.

DARRELL JENSEN, FCPA, FCA is the Managing Partner of Risk Management for EY LLP, overseeing various risk management functions for the Canadian firm. Previously he was a partner in the firm’s Professional Practice group focusing on complex auditing and methodology matters as well as overseeing the audit quality inspection process for the Canadian firm. Darrell’s more than 30 years with EY has included auditing public and private companies in a variety of industries while working in Halifax, Edmonton and Toronto. He has been a member of the AASB since 2010. Darrell became Chair in 2016 and was Vice-Chair from 2014 to 2016.

ALEEM JINNAH, CPA, CA, CBV is a sell-side M&A advisor with Deloitte Corporate Finance Inc. As part of Deloitte’s Corporate Finance team, Aleem provides business owners and corporate directors with M&A advisory services focused on business divestitures. Aleem assists in the negotiation of transaction price and terms, provides vendor due diligence, and markets businesses to qualified financial and strategic buyers. Aleem’s background includes due diligence for acquisitions, business valuations, and audit and assurance.

DR. VIJAY JOG is the Founder-President of Corporate Renaissance Group, a firm dedicated to driving better business management and performance. He has led CRG’s growth in areas of corporate dashboards, business intelligence, bridging the gap between technology, HR and finance, designing incentive systems and conceptualizing and creating innovative software applications that are used by thousands of organizations around the world. He is also the Chancellor Professor of Finance at the Sprott School of Business, Carleton University and has many awards and recognition for his research and teaching.

DUNCAN KENT, BA, MA, has been a professional technical writer and trainer for more than four decades. Duncan Kent & Associates Ltd. has completed hundreds of documentation projects for a wide array of clients in almost every industry and for most levels of government. He is a founding member and past President of the Canada West Coast chapter of the Society for Technical Communication. For 30 years, Duncan also taught technical writing at Simon Fraser University, and for 7 years (2010-2016) taught business writing at UBC’s Sauder School of Business.

SARAH KEYES, CPA, CA is a Principal at CPA Canada. In this role, she leads research efforts addressing sustainability issues and how they relate to organizational decision-making, reporting and corporate governance. She is a subject matter expert in climate change with a deep understanding of the interconnections between climate change and business strategy, risk and performance. Prior to CPA Canada, Sarah worked as an auditor in Mining & Extractives at PricewaterhouseCoopers and as an energy consultant at MNP.

ED KROFT, Q.C., CPA (Hon.), is a partner of Blake Cassels & Graydon LLP. Ed resolves tax disputes and conducts tax litigation. He is recognized as a top tax advisor in international guides and directories. Ed was the recipient of Canadian Tax Foundation’s first annual Lifetime Contribution Award and was also awarded the Queen Elizabeth II Diamond Jubilee Medal to recognize contributions to the Canadian Tax Foundation. He is also the recipient of the 2006 CICA Award for Excellence in Income Tax Practice and Education for outstanding contribution to the profession and the Canadian tax community.

KEN LALOGE, CPA, CA, of Crowe MacKay LLP in Kelowna, is an incorporated tax partner, providing tax and business consulting services to a wide range of businesses, primarily CPAs in public practice and owner-managers including advice on business purchases, sales, corporate structuring, succession, trusts, tax appeals and tax planning. Ken has frequently presented CPABC and CPA Canada Tax Courses, the National Conference on Income Taxes, and currently serves on both the Council of the Association of Professional Engineers and Geoscientists of BC and the CPA Canada Small & Medium Practitioners Tax Committee.

DENISE LAMMI, CPA, CA has been professionally involved with income tax matters for over 25 years. She specializes in Canadian income taxation with an emphasis on all matters relevant to owner-manager businesses. She lectures extensively on income tax matters while authoring and mentoring numerous taxation related professional development courses and seminars.

ELVIN LAW, CPA, CGA is a Tax Manager and provides Canadian personal and corporate tax services to a wide variety of clients but focuses on technology, health & wellness, retail, and owner-managed businesses. His reach is in providing strategic tax planning, while helping businesses and start-ups in Kelowna (and beyond) experience growth and profits.

BENITA LOUGHLIN, CPA, CA, is a Tax Partner in KPMG LLP’s Global Mobility Services group. Benita practices in the area of tax planning and compliance for individuals, estates and trusts in a US and cross-border context. She advises individuals on both sides of the border on tax matters related to their residence, compensation including equity compensation, investments, retirement plans, estates, trusts, gifts and expatriation. Benita has authored and taught several courses for CPABC, and is a frequent speaker on cross-border tax planning topics.

LINDA LUCAS, CPA, CMA is Chief Executive Officer at Roper Greyell LLP, Employment + Labour Lawyers. Linda has twenty years of experience in all aspects of finance and operations, and has worked in many different industries across Canada, United Kingdom, Cayman Islands and the Bahamas. Linda’s experience includes organizations experiencing significant growth, multiple locations & services, and diverse client bases. Her strategic focus and leadership skills will continue to enhance Roper Greyell’s ability to lead and develop and one of Canada’s top boutique labour and employment firms.

CORI MAEDEL, a Vancouver-based entrepreneur, owner/CEO of The Jouta Performance Group, is an industry leader in outsourced HR Consulting and Coaching. With 30 years of human resources experience, Cori has helped many organizations. Cori’s strengths are translating the often overwhelming HR into practical, realistic tools for business owners to implement; providing strategies and infrastructure to help businesses become more effective, productive and profitable. Cori, a Certified Executive Coach, motivates, inspires and creates meaningful change by assisting people in reaching individual, corporate goals and their maximum potential. Cori’s Vision: Human Resources is a force for greatness!

MIA MAKI, BA, MBA, FCPA, FCMA is a Principal of a consulting firm and a Professor with the University of Victoria Gustavson School of Business, with over 20 years of teaching experience. She has worked in Finance and Accounting since 1986 and has experience in a wide variety of industries, including audio technology, airlines and aviation, not-for-profit, public accounting, marine transportation, fisheries monitoring, gaming and other technology arenas. She has worked for both private and public companies, has participated in raising over $50M in funds, and has experience in international initiatives.

JOE MARCHELLO, CPA, CA, CFP, has been in the accounting and finance industry since 1990 and is a Member of the Chartered Professional Accountants of Ontario and a Certified Financial Planner. Joe obtained his designation specializing in accounting and tax with the accounting firm Horwath Orenstein (now known as MNP). In his early years he achieved a background in the Wealth Management and Manufacturing industries and since 1998 has had extensive real estate experience with Industry leaders such as Tridel developments overseeing financial, operational, technological and business development for $100 million revenue plus per year organizations.

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. The firm’s partners are Ian Schnoor, Tim Benson, Dave Thomas 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.

LESLEY-ANN MARRIOTT, PCC, CEC holds the advanced credential of Professional Executive Coach. As a former executive, she developed her skills in the competitive world of the big box retail business at the senior leadership table. She has invested thousands of hours coaching senior leaders and teams, many of whom are professional accountants. Described as “edgy and fun”, her sessions are highly interactive and entertaining. Lesley-Ann is Principal at Marriott Management Group, Associate Faculty at Royal Roads University – Executive Coaching Program, Faculty for CPA’s Executive Leadership Program and Senior Associate of Personal Strengths Canada – Core Strengths.

GAVIN MARSHALL, BA (Hons), LL.B, is focused on providing strategic human resources and employment advice to clients. He has a broad range of knowledge in the areas of employment and labour law, wrongful dismissal and contract disputes, enforcement of restrictive covenants, labour relations law and picketing issues. Gavin is an active member of HRMA and a frequent speaker in legal education for various professional organizations. He is the author of the BC Employment Standards Act: Quick Reference, and has been recognized as a leading employment and labour lawyer in Who’s Who Legal, 2016.

KEITH MARTIN, CPA, CA, MBA obtained his professional designation in 1990 and practiced in the area of Recovery and Insolvency Services until 1998. Keith moved to industry as Chief Financial Officer of a growing contracting firm, where his time and efforts were equally applied to all aspects of the business, including HR, strategic planning and operations. In January 2011, Keith established H•M Advisors, a business advisory practice focusing on providing critical business planning and system development for entrepreneurs and their growing companies. Keith’s style of presentation is well received by all participants.

HAYLEY MASCHEK is an associate with KPMG Law LLP, practising in affiliation with KPMG EnterpriseTM in Vancouver. In that capacity, Hayley’s practice focuses on working with charitable and not-for-profit clients, assisting with tax compliance and planning, including maintenance of tax-exempt status and structuring planned gifts. Hayley also works with privately owned businesses, assisting clients with trust and estate planning and tax-efficient charitable gifting. Hayley is a practising member of the Law Society of British Columbia. She is also a member of the Canadian Tax Foundation and the Canadian Bar Association.

MAC MCCLELLAND, MBA, JD, is an attorney and accounting professional, and an associate of K2 Enterprises of Hammond, Louisiana, and Network Management Group of Hutchinson, Kansas. Mac was formerly the director of the Centre for Financial Studies at the University of Otago in Dunedin, New Zealand from 1990 to 1997. He was also a member of the faculty of the Advanced Business Programme, ranked in the top 100 MBA programs in the world by The Economist, specializing in business strategy and strategic management accounting.

DIANE E. McDONALD, CPA, CA is a sole practitioner and has been in public practice for over 30 years, providing consulting, monitoring and professional practice services throughout B.C. Diane assists companies and practitioners with Canadian and SEC financial reporting obligations and provides accounting and financial reporting consultation services on the application of IFRS, ASPE, ASNFPO and U.S. GAAP. She develops and provides professional development for preparers of financial statements, their auditors or accountants and provides monitoring, EQCR and other services to practitioners.

CARSON MCKEE is the owner of Direct Contact, providing training programs and digital/social media strategies to B2C, B2B and professional sports brands. With a list of clients including the Vancouver Canucks, Insurance Systems Inc, and Sid Dickens Inc, Carson works to develop specific programs for each project. From 2007-2012, Carson was also the National Sales Trainer for Primus Business Services and was responsible for Learning and Development across the organization.

CODY MCMULLIN, CPA, CA, CFA is an Associate Investment Counsellor in Victoria, BC. Cody works with high net worth individuals, families, businesses, foundations and trusts to build customized discretionary portfolio management solutions designed to give his clients’ peace of mind so they can focus on what is most important to them. Before moving to the investment industry, Cody worked at one of Canada’s largest national accounting firms providing assurance services to public and private corporations in the insurance and investment management industries.

SHERYNE MECKLAI, CPA, CA, TEP is a tax partner in Manning Elliott’s Vancouver office. Sheryne focuses on estate planning and business succession services for Canadian owner-managed businesses in multiple industries. She has extensive experience in engagements such as complex estate plans, transactions related to the sale or purchase of a business, cross border and international tax, and complicated corporate reorganizations.

ROGER MERKOSKY, CPA, CA, is an independent consultant/contractor. He recently served as Director, Regulation, for CPABC, and has served as chair of the CPA Canada Continuing Professional Development Standing Committee. His previous experience includes more than ten years with a major public accounting firm, with four years in the national office specializing in professional development and practice advisory services. Roger also has significant experience in industry, spending ten years with AB InBev, holding senior financial roles based in Belgium, Croatia, and most recently in Toronto where he served as CFO of Labatt.

KRISTI MILLER, MBA, is a Co-Founder and Vice President of First West Capital, Western Canada’s fastest growing subordinated debt fund. Kristi has 20 years of financial industry experience, including 15 in the specialized field of subordinated debt, and brings a broad financial services perspective to every company she works with. She is Past President of the Association of Women in Finance, Vice Chair of The Vancouver International Marathon Society, and a Director of Junior Achievement of British Columbia. Kristi has developed and taught various courses related to venture financing.

CHRISTOPHER MORENO, CPA, CMA has a diverse and multi-disciplinary background. His experience includes completing a Master’s degree in Business Ethics and creating and selling two companies – one of which grew into a multi-million-dollar, international entity. Having also served as a CFO, a Director of Investor & Regulatory Affairs for a NASDAQ listed Canadian company, a Director of AV Services at a major hotel, Manager of Guest Relations for the Vancouver Aquarium, and a designer of high tech LED installations, Christopher can draw upon many real-world cases to provide guidance and mentorship

CHRISTINE MUCKLE, JD, is a lawyer at Legacy Tax + Trust Lawyers where she practices in the area of estate planning, trust and estate administration, and related tax matters, with a focus on cross border U.S.-Canada planning. Christine also advises U.S. citizens and green card holders with respect to U.S. expatriation tax rules and U.S. tax compliance issues. Christine has completed Parts I, II and III of the CPA Canada In-Depth Tax Course.

DR. JIM MURRAY is CEO of optimal solutions international, a firm dedicated to helping people and organizations achieve their full potential. Jim has created and taught courses for CPABC since 1982. He holds four degrees, is the architect of several advanced executive development programs for four provincial CPA bodies, has published three best-selling books and provided strategic counsel to over 600 organizations. He has been nationally honoured by the university community and his courses formally recognized for “excellence in innovation and design”.

ROBERT MURRAY has spoken professionally to audiences in over 25 countries around the world on creating Customer Centric Cultures, Strategy, Transformation and Leadership. He is the Amazon Number 1 Best Selling Author of the critically acclaimed books on leadership, business and strategy entitled; “It’s Already Inside.”

RICHARD MYERS, CPA, CA is a manager and tax specialist in the Langley office of BDO Canada LLP. He works primarily in domestic income tax for private corporations and their shareholders, advising clients on personal and corporate income tax matters, corporate reorganizations, and estate planning. Richard is a member of the Chartered Professional Accountants of BC, the Canadian Tax Foundation, and has completed levels 1, 2, and 3 of the Chartered Professional Accountants of Canada’s In-Depth Tax Course.

GUY NASMYTH, Ph.D., is a dynamic, informed, and thought-provoking trainer and speaker. His lively and interactive workshops and presentations help participants to understand and work with the art and science of excellent leadership. Guy’s focus reflects his comprehensive understanding of human development and organizational systems. A combination of neuroscience, complexity theory, and psychology underscores his highly accessible and relevant presentations. Guy works with both public and private sector clients and practices globally. He is a faculty member for graduate programs at Royal Roads University and the University of Victoria.

BRIDGET NOONAN, CPA, CA is an assurance partner at and co-founder of Clearline Consulting. Bridget was with a mid-size accounting firm for 12 years in the audit and assurance practice, while managing internal training and firm development. She moved into a professional standards adviser role at CPABC where she supported and assisted practitioners. Bridget now focuses on the provision of assurance services to private and not-for-profit organizations, and consulting services to small and mid-size firms in the areas of regulatory and standards compliance, post-practice inspection requirements, monitoring, in-house training and efficiency projects.

SHANE ONUFRECHUK, FCPA, FCA, is a Partner, Tax at KPMG LLP. Shane’s focus in the firm is in the area of Canadian Corporate Tax with an emphasis on PPP project finance structuring, corporate reorganizations, acquisitions and providing tax advisory services to other professionals. Shane speaks at CPABC PD events, plays an active role in CPABC professional development, and had been involved in teaching and course development for the CPA Western School of Business as well as the Sauder School of Business.

MASSOOD OROOMCHI specializes in the design and implementation of internal control programs, 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 can easily be customized to any size firm. He provides customized on-site training in governance, risk and controls for all forms of organizations resulting in significant savings in training costs. As a founding member of FinEx Group, his clients include a full range of organizations across all industries in North America and South America.

RON OSBORNE, CPA, CA, has nearly 40 years experience in public practice including over 25 years dealing specifically with commodity taxation matters. He has developed and taught numerous GST/HST & PST courses. His practice is focused on the provision of GST/HST and sales tax advice to other practitioners and their clients. Ron is also a member of the CPABC Taxation Forum.

MARK OSTRY, CPA, CGA, has worked in public practice since 1983. Early in 2002 Mark established a sole proprietorship in Westbank. He has experience in all levels of public practice, largely serving small-to-medium-sized enterprises. Mark has presented a variety of professional development courses over the years, including practice management, ethics and taxation.

JIM C. OTAR, CFP, BASC, MENG, is a certified financial planner, financial writer, market technician and a professional engineer. He is the author of several books, the latest one is “Unveiling the Retirement Myth - Advanced Retirement Planning based on Market History”. His articles are published in various magazines in Canada, U.S. and Australia. He won the prestigious CFP-Board Award in 2001 and 2002 for his articles, the first Canadian to win such a prestigious award.

TREVOR O’REILLY, CFA, is an Investment Counsellor with RBC PH&N Investment Counsel, where he manages discretionary investment portfolios for high net worth individuals, families, businesses, and not-for-profit organizations. He has been in the investment industry since 2007, most recently at PH&N Investment Management as an Institutional Portfolio Manager working with pension plans, university endowments and not-for-profit organizations, focusing on equity and balanced investment portfolios. Trevor holds a Bachelor of Commerce in Entrepreneurship from Royal Roads University, the Chartered Financial Analyst designation, and is a member of the CFA Institute and CFA Society Vancouver.

JOHN PAGE CPA, CA directed all aspects of the Ethics program at TELUS Corporation for over 11 years. He led policy development, initiated training programs and the hot line, and reported to the Board of Directors and to external stakeholders. He has broad experience of applying ethical principles to organizational leadership, financial and risk management, and not for profit Board governance. He is currently an executive and organizational coach and a graduate of the UBC Certificate in Organizational Coaching.

HELMUT PASTRICK is Chief Economist for Central 1 Credit Union, the central financial facility and trade association for the B.C. and Ontario credit union systems. Pastrick provides economic analysis and forecast services to the credit union system and to the public via the Economic Analysis of British Columbia and the Economic Analysis of Ontario and other publications. Prior to joining the Central 1 Credit Union in 1997, he spent many years with the Canada Mortgage and Housing Corporation in BC analyzing and forecasting the provincial housing market and economy.

MARK PATTERSON, CPA, CA, is a Partner in the Assurance practice of PwC Vancouver and has been with the firm for over 17 years. Mark’s practice is focused on the mining sector. He has extensive experience working with public companies in the industry at all stages of development from junior exploration to major international mining companies. Mark’s experience includes working with companies reporting under U.S. GAAP and IFRS and those undertaking significant acquisition, debt and equity financing transactions.

PAM PENNER has extensive experience working in the field of conflict resolution as a mediator, facilitator, coach and trainer. In private practice since 1998, and as a member of the instructional team at the Justice Institute of B.C., she specializes in helping individuals develop their communication and conflict resolution skills. As a coach, she works with individuals to manage the conflict within, tap into their resourcefulness, and achieve personal goals.

STEVEN M. PHELAN, CPA, CITP manages an accounting practice based in Oklahoma City, Oklahoma; areas of practice include taxation, accounting, business advisory and technology consulting services. He is both a Certified Public Accountant and Certified Information Technology Professional and received his Bachelor of Accountancy degree from the University of Oklahoma. He also holds several vendor specific software certifications. Steven is a member of the Oklahoma Society of CPAs (OSCPA) and the American Institute of CPAs.

SCOTT POWELL, CPA, CA is a Chartered Professional Accountant and a UK Chartered Accountant. Scott is an Adjunct Professor with Simon Fraser University’s Business School and is President of MDA Training. He has written and delivered finance workshops around the world for numerous corporate and banking clients. Scott holds an honours degree in Politics/Economics from Trent University and a master’s degree in Economics from Cambridge University.

MARY POWER, CPA, CA, is principal of M.V. Power Inc., and has over 30 years of experience exclusively in taxation. She has published papers in taxation, has spoken at the BC Tax Conference and has been teaching taxation courses since 1982.

STEPHEN PRIDDLE, CPA, CA, CMA is Vice-President, Finance and CFO of SureWx Inc. Stephen worked with KPMG, before working for several different companies prior to joining SureWx.. He has gained a wide range of financial reporting, treasury management, mergers & acquisition and other experience. Stephen leads seminars for controllers and CFOs across Canada, has taught in professional and university programs and is a prolific author of published case studies. He advises a number of businesses and not-for-profit organizations, and sits on the Board of SureWx.

PAM PRIOR, CPA, CA, TEP is a Partner with KPMG Enterprise™. Pam has been practicing tax with KPMG since 1990. Pam’s areas of focus include assisting private company clients with their estate and will planning, establishment of family trusts and tax-efficient charitable gifting. She also assists not-for-profits and charities with their tax filings, charitable receipting issues and structuring planned gifts. She has spoken and written papers on various tax matters for the BC Tax Foundation, STEP, PBLI as well as CPA Canada and BC.

KEN PULS, FCPA, FCMA, is the president of Excelguru Consulting Inc, a company dedicated to leveraging over 20 years of corporate accounting and IT experience to help users get the most out of Microsoft Excel and Power BI. Ken has been an active participant in many Web forums since 2002, and hosts his own website, blog and free help forums. In recognition of his online community contributions, Microsoft has awarded Ken the prestigious Microsoft MVP award every year since 2006.

ERIN RAO, CPA, CA, is a consultant, specializing in IFRS, principal of Quality Questions, and teaches financial accounting at the University of British Columbia. Erin has developed and presented IFRS courses, and authored many finance and accounting course materials and business cases. In addition, Erin provides financial reporting and technical accounting consulting to organizations. Prior to this, Erin was a Vice President at ABN AMRO Bank NV in Amsterdam, the Netherlands where she was a project manager on a global team responsible for implementing IFRS.

TAMMY ROBERTSON, MA, has over 25 years of experience working with CPA’s from BC to NL, providing leadership and personal development seminars and keynotes at conferences and training days. As a life and leadership coach to leaders both in industry and public practice, author and professional speaker, Tammy inspires and challenges you to step into your true potential. Tammy believes that the essence of our challenge today is captured in one simple message, Get Your Heart in the Game™ - be resilient, be confident, step up, tune in and have faith!

WENDY ROYLE, CPA, CA instructs ethics courses for professional accountants, and has taught audit courses, the Branch Managers Qualifying Course for securities licensing through the Canadian Bankers Institute, and was the Canadian facilitator for the North American Securities Administrators annual Investment Advisor Auditor training in the U.S. for three years. Wendy has spent her career in regulatory roles, primarily in securities as Chief Examiner at the BCSC, VP Pacific of the Mutual Fund Dealers Association, and Senior Director Regulatory Affairs at ICABC.

BENJAMIN SALOPEK, B.Comm (Hons) is Vice President in the Vancouver Corporate Finance group at Deloitte. He specializes in the delivery of strategic advice to clients engaging in financings, acquisitions, mergers, divestitures and restructurings. Benjamin has extensive experience advising across a wide spectrum of sectors. Prior to joining Deloitte, Benjamin worked at a leading Canadian private equity firm with offices in Toronto and Vancouver. He also previously worked in the global investment banking division (IBD) of RBC Capital Markets. Benjamin obtained his B.Comm, Honours, from Sauder School of Business at the University of British Columbia.

BRIAN SANDERS, CPA, CA, is a Partner with Crowe MacKay LLP’s tax group in Kelowna. Brian provides tax services, including assistance with purchase and sale of businesses, corporate reorganizations, and corporate and personal tax planning to a wide range of businesses and professionals with a concentration on owner-managed business. He is an active member of the community and is involved in service and charitable organizations.

JOEL SHAPIRO, Ph.D., is an international coach, facilitator, and leadership educator specializing in employee engagement, change, coaching, collaborative practice, and organizational culture. Joel has educated thousands of leaders around the world, and is passionate about making employees part of the solution, building authentic community at work, and aligning culture with strategy. Prior to founding Advanture Consulting, Joel helped save his third generation family business in an extreme turnaround situation; earned a Ph.D. with Distinction in Philosophy; and was a member of the Canadian National Freestyle Ski Team.

JEFFREY D. SHERMAN, MBA, CIM, FCPA, FCA (Ontario), is chief financial officer of Atrium Mortgage Investment Corporation (TSX: AI) and has over 20 years experience as a corporate director and executive in high tech, biotechnology/medical, financial services, and business services. He is a popular presenter, a frequent course director and course author for many organizations, and presents executive development programs and one-day seminars for many provincial Chartered Professional Accountants bodies across Canada. He has written over twenty books including Strategy and Planning Toolkit for Small and Medium Businesses (published by CPA Canada).

TERRY SMALL, B.Ed., M.A., is a master teacher and Canada’s leading learning skills specialist. He is the author of the Brain Bulletin with over 30,000 subscribers worldwide. Terry has presented on the brain for over 33 years to organizations around the world. His knowledge, warmth, humour and dynamic presentation style have made him a much sought-after speaker at workshops and conferences. Terry often appears on TV, radio, and in the press. He recently appeared on BCTV, Global, CKNW and Student Success. His presentations are practical and based on the latest brain science.

GRANT T. SMITH, CPA, CA is a senior partner at Clearline, a CPA practice with offices in Vancouver, Surrey and North Vancouver. Prior to starting with Clearline Grant earned experience at both mid-size and large accounting firms in Vancouver. His primary efforts at Clearline are three fold: working for clarity with the firm staff to develop insightful thinking practitioners; leading professionals and entrepreneurs to implement strategy that make their journey meaningful and successful; and supporting TSX Venture companies to provide clear and meaningful IFRS reporting with confidence.

A.G. (SANDY) STEDMAN, CPA, CA, has been a partner with Schibli Stedman King in Victoria since 1996. Prior to joining SSK Sandy’s career included, internal audit, controllership, and a range of public practice experience. He has been a course author and instructor for the ICABC/CPABC and other provincial professional accounting bodies since 2002. His practice includes accounting and tax advice for professionals, owner managed business, high net worth individuals, and groups of privately held companies.

MIKE STUBBING, CPA, CA, CFP, TEP is a tax partner with Grant Thornton LLP in Victoria. His practice focuses on providing tax advice to owner-managed businesses.

SANDRA SUH, CPA, CA, CBV, is currently leading the due diligence practice at Deloitte’s Financial Advisory group in Vancouver. Sandra’s focus is working with clients to provide merger and acquisition services as well as business valuation services in various industries, with a more specific focus in cross border transactions. She started her career at Deloitte in the audit group in Montreal and has experience in providing M&A services to both financial and strategic investors throughout Canada and in Korea. Sandra is also a CPA in the state of Illinois and a Chartered Business Valuator.

BRIAN SZABO, CPA, CA, is a Partner with KPMG LLP, focused on providing auditing and advisory services to public sector organizations including municipalities, colleges and universities, health authorities and school boards, as well as numerous not-for-profit organizations. He also provides auditing services to private companies, primarily in the real estate sector. Brian is a member of the CPABC PD Advisory Committee for Accounting and Audit and the Not-for-Profit Advisory Committee to the Accounting Standards Board. He is also involved in KPMG’s in-house training program and is Director and Executive Committee Member of the North Vancouver Chamber of Commerce.


FRED TANG, CPA, CA, CBV, is an experienced valuation and financial advisory professional providing services in the practice areas of business and securities valuations, M&A and divestitures, transaction support, due diligence services and litigation support. He is qualified as an expert witness and has provided expert testimony in the Supreme Court of British Columbia. Fred provides his advisory services to clients in his role as a Senior Manager, Financial Advisory Services at BDO Canada LLP and is based in its Vancouver office.

BRIAN TANKERSLEY is a consultant based in Farragut, Tennessee. Brian is a frequent speaker at national continuing education courses on auditing and technology for K2 Enterprises, and publishes a nationally recognized blog on accounting and technology. He also writes a column and serves as the Technical Editor for The CPA Practice Advisor. Brian was recognized as one of the Top 25 People in Public Accounting Technology in 2011 and 2012 by Cygnus Business Media. Brian is both a Certified Public Accountant and Certified Information Technology Professional.

NATHAN A. TASH, CPA, CGA, has worked in public practice for over 15 years and is a partner at Tash Pearson & Associates in North Vancouver. Nathan has extensive experience in providing a wide range of accounting, tax, business advisory and compliance services to owner-managed businesses, professional corporations and individuals throughout Canada. Nathan has been a CPABC public practice/Practice Management course instructor for over 5 years. Nathan is also an active member (Steering Committee) of the CPABC Small Firm Forum and the Accounting and Assurance PD Advisory Group Committee.

ANDREW TAYLOR, CPA, CA is principal of Andrew C. Taylor Inc, Chartered Professional Accountant, a Richmond based CPA firm practising exclusively in the area of taxation. He specializes in corporate reorganizations, purchase and sale of businesses and estate planning and has been a frequent lecturer and instructor for ICABC and CPABC for many years.

GENEVIEVE TAYLOR, LL.B., is a principal of Legacy Tax + Trust Lawyers. Genevieve’s practice includes all aspects of trust and estate planning and administration including crafting estate plans, preparing applications for representation grants and advising executors, trustees and beneficiaries in contentious and non-contentious matters. She is a frequent speaker and author in her areas of practice. She is a member and past Chair of the Vancouver Wills and Trusts Subsection of the Canadian Bar Association and a member of the Society of Trust and Estate Practitioners.

TRACY THEEMES, MA, CFP, FCSI, FDS, is Financial Advisor and co-founder of Sophia Financial Group, Raymond James. Prior to that, Tracy worked as a financial consultant with Smith Barney, a US brokerage firm and after returning to Canada was an advisor with a large bank owned investment firm. She has an M.A. in Counselling Psychology and is a Certified Financial Planner, insurance licensed and a Fellow of the Canadian Securities Institute. Tracy was recently awarded the International Alliance of Women Global 100 Award for her work in empowering women through education.

DAVID G. THOMPSON, B.COMM., LL.B., TEP, is a partner with Thorsteinssons LLP, Tax Lawyers. He has practiced exclusively in taxation matters since 1985, and is a registered trust and estate practitioner certified by the Society of Trust and Estate Practitioners. He was a governor of the Canadian Tax Foundation. Dave is noted as a leading Canadian tax lawyer based on peer-review ratings in Lexpert and in Martindale-Hubell. He is noted as a leading Canadian tax lawyer and a leading Canadian trust and estate lawyer based on peer-review ratings in The Best Lawyers in Canada.

TAMMY TOWILL, MBA, FCPA, FCMA is a partner in the Cordura Group and faculty with Capilano University, providing business and financial advisory services and related education and training programs to communities and organizations seeking growth or change. For over 20 years, Tammy has worked with private and public sector companies throughout North America and Europe, providing education, training and facilitating in the areas of leadership, strategy, business planning and curriculum development and implementation. She has served on and worked with several boards in Canada and the U.S.

DAVID TRAHAIR, CPA, CA, is a financial trainer, national best-selling author and CPA Magazine columnist. His books include Smoke and Mirrors, Enough Bull, Crushing Debt, Cash Cows, Pigs and Jackpots and his latest The Procrastinator’s Guide to Retirement. Canadians appreciate the fact that his views are totally independent because he does not sell any financial products. He currently operates his own personal finance training firm and offers seminars on his books to organizations including CPA provincial institutes in B.C., Alberta, Saskatchewan, Manitoba, Nova Scotia, Newfoundland, Ontario and Bermuda.

BON TRATHEN, CPA, CA is a senior associate with MDA Training Inc. She has over 20 years of industry and finance experience helping business leaders understand the financial impacts of their decisions. She is an enthusiastic public speaker and has significant experience teaching for a professional audience within the energy sector. Prior to joining MDA Training, Bon ran a finance initiative education program within a large energy company that included both technical and leadership skills. Bon also holds a Bachelor of Commerce (Honours) from the University of Guelph.

SHAWN TRYON, LL.B. practices tax law at Thorsteinssons LLP in Vancouver. Shawn’s practice focuses on tax planning for individuals, trusts and corporations in both domestic and international matters, including: estate planning, corporate reorganizations and business structuring. Shawn also deals extensively with tax litigation matters from the audit stage through to the appeal stage. Shawn received a BA in 2000 from SFU, an LLB in 2004 from UBC and was called to the British Columbia Bar in 2005. Shawn is a member of the Canadian Tax Foundation and the Canadian Bar Association.

NIC TSANGARAKIS is Principal at Kwela Leadership & Talent Management. Nic’s extensive human resources expertise includes strategic planning, design and delivery of leadership and management development programs, design and implementation of performance management systems, implementing self-directed teams, and facilitating team building sessions. Nic also has experience in operations management and has implemented total quality management systems and business process re-engineering. Nic has an honours degree in Industrial Psychology, and a Masters degree in Operations Management from the University of Cape Town, South Africa.

ERIC TURNER, CPA, CA has over 20 years’ experience in standard setting and is Director of Auditing and Assurance Standards at the Chartered Professional Accountants of Canada (CPA Canada). Eric and his staff support the operations of the Canadian Auditing and Assurance Standards Board, the independent setter of auditing, assurance and related services standards. In addition, Eric works with a leadership team at CPA Canada on initiatives to enhance audit quality and provide education, guidance and tools that support the provision of high-quality auditing, assurance and related services by the accounting profession.

RIEGHARDT VAN ENTER, CPA, CMA is a consultant with the Cordura Group providing business advisory services to organizations needing operational optimization or a new strategic focus. He has been working in the utility, engineering, aerospace & construction sectors for the past fifteen years.

BARBARA VANDERLINDEN, FCPA, FCMA is the principal at View Consulting with over 25 years of experience in the financial management, accounting and assurance fields. As an independent consultant, she focuses on strategic planning, financial management, and performance reviews and evaluations. She has also been involved in facilitation and teaching for over fifteen years.

TIM VIPOND, MBA is a senior associate with MDA Training’s Vancouver Team. He has extensive experience in financial modelling, mergers and acquisitions and other corporate finance related activities. Prior to joining MDA Training, Tim was the Vice-President, Corporate Finance, for fast-growing, where he was recognized by Business in Vancouver as one of the city’s Top 40 Under 40 in 2015 for his work, including the acquisitions of, and Richer Poorer Inc. Tim was also an investment banker with CIBC World Markets and Scotiabank Global Banking and Markets.

HELEN WALE, MA, CPHR, CEC is an associate with MDA Training Inc. She is an Associate Certified Coach and trainer facilitating workshops in the areas of employee engagement and coaching skills. Before joining MDA, Helen spent over 26 years in generalist and leadership roles within human resources and organizational development, working in the UK and Canada. Along with her Bachelor of Arts degree in History, Helen is a Chartered Professional in Human Resources (CPHR), holds a Masters degree in Human Resource Management, Graduate Certificate in Executive Coaching, and is certified to deliver MBTI workshops.

CHADWICK WALKER is an Investment Advisor with Odlum Brown Limited. He works closely with Odlum Brown’s equity and fixed income research team and the firm’s wholly-owned subsidiary, Odlum Brown Financial Services Limited, to develop a comprehensive investment strategy for his clients’ wealth. In addition to his investment industry accreditations, Chadwick holds a Bachelor of Science in Applied Physics from Simon Fraser University, and a Bachelor of Education from the University of British Columbia. His consultative, scientific approach to investing provides his clients with a clear understanding of their financial situation, so they can be confident and excited about their investment decisions.

ROSANNE WALTERS, CPA, CA, CBV, CFE, CFF is a partner with BDO Canada LLP. She has over 25 years experience in financial advisory services including fraud investigation, litigation support, family law matters, business valuations, insurance claims, due diligence reviews and special purpose auditing. She has qualified as an expert witness and given testimony in the Supreme Court of British Columbia.

IAN WANKE, CPA, CA, CFA, CBV works within the Private Equity team at British Columbia Investment Management Corp. (bcIMC), where he and his colleagues invest in privately held, global companies. bcIMC is a Victoria based asset management firm with more than $120 billion of assets under management. Previously, Ian was a Vice President at Deloitte’s Mid-Market Corporate Finance practice in Vancouver where he advised mid-market companies across a variety of sectors on acquisitions, divestitures, and financing. Ian has led several notable transactions in B.C. Prior to Deloitte, Ian was at a boutique private equity firm.

GARRETT WASNY, MA, CMC, CITP/FITP, is an award-winning Internet speaker, author, professional development technologist and former management consultant for Price Waterhouse. He’s published three books, written hundreds of articles and columns on Internet strategy, and delivered more than 1,000 seminars and webinars to CPAs and accounting organizations worldwide on how to thrive online using the latest search, productivity, mobile and social tools.

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.

JONATHAN WONG, CPA, CA is a Senior Manager in KPMG’s Financial Services audit practice in Vancouver. He has more than 9 years of experience of providing audit, accounting and advisory services in the financial services industry with clients in the credit union and banking industry segment. Jonathan is a Financial Instruments and Derivatives Specialist with vast experience with derivatives, hedging, securitization and financial instruments accounting. He was significantly involved in assisting financial services clients adopt the IAS 39 Financial instruments on transition to IFRS and more recently with transition to IFRS 9.

ALEX WRAY has over 25 years of experience as a trusted advisor, coach and facilitator of top teams and leaders throughout North America, and globally from Singapore to Switzerland. Alex has a passion to connect the science of habit change with the real-world context of performance. Central to his approach is the work of ground-breaking Harvard University Professors Bob Kegan and Lisa Lahey, and the phenomenon they describe as the Immunity to Change™. Alex has completed their highest level of certification.

CHRIS WYMAN, CPA, CMA, CIA, CRMA is VP, Learning and Development with MDA Training North America. Chris was previously a facilitator with the Institute of Internal Auditors and has experience delivering courses on business process improvement, audit leadership and conducting and managing client engagements. Previously Chris held the role of Director of Internal Audit at a Canadian financial institution. He has experience with internal controls over financial reporting (ICFR) engagements and Sarbanes Oxley compliance. Chris has also held roles in commercial banking, private banking, commercial real estate lending and personal banking.

KATHERINE XILINAS, LL.B. is an Associate Partner of Couzin Taylor LLP, and a member of the Bars of BC and Ontario. Katherine has extensive experience in the area of indirect tax, including GST/HST, provincial sales tax, excise tax and customs matters. Katherine has worked in both Vancouver and Toronto, where she has represented clients before the federal and provincial taxing authorities in the context of GST/HST, PST and customs voluntary disclosures, audits, adjudications, objections and appeals. She has also represented clients in appeals, judicial review applications and tax-driven rectification applications before various levels of court.

STEVE YOSS is a certified public accountant in the state of California. He is the senior technology strategist and principal of MantisPRO, a continuing education instructor for financial professionals, a professional speaker at live events, and a licensed pyrotechnician. He is a graduate of Loyola Marymount University, with degrees in Accountancy and International Business. He is currently pursuing a graduate degree in Information Systems and Technology at Claremont Graduate University, with a focus on Big Data, Business Intelligence, and Geographic Information Systems.

BRYAN YU is Deputy Chief Economist for Central 1 Credit Union, the umbrella organization for the credit union system in B.C. and Ontario. He provides economic analysis and forecast services to support member credit unions and internal business lines and frequently comments on the B.C. and national economies for major media outlets. Bryan was an economist with the B.C. Real Estate Association and Canada Mortgage and Housing Corporation. He is a director for the Canadian Association of Business Economists. Bryan holds degrees in Economics from Simon Fraser University and the University of Manitoba.

LILIAN ZHENG, CPA, CA, CPA (New Hampshire) works in the Global Employer Services group at Deloitte LLP that specializes in cross-border (Canada and US) personal income tax issues. She has over 7 years of experience in public practice in Vancouver, with a focus on companies in the IT, consumer products, and mining industries.

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