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.
John Ahern, LL.B. is a Vancouver-based lawyer who specializes in providing legal advice and major case management services to investigative agencies, corporations and law firms. He currently serves as Special Advisor on Financial Crime Investigations for the RCMP Financial Integrity Section and as Legal Advisor for the British Columbia Conservation Officer Service. Prior to returning to private practice in early 2017, Mr. Ahern was Senior Crown Counsel with the British Columbia Ministry of Justice for more than 20 years, where his Province-wide practice focused on the prosecution of serious financial crime. Mr. Ahern has also practiced civil litigation, representing plaintiffs in civil fraud cases. He is a Certified Fraud Examiner (CFE) and a graduate of the Canadian Securities Course and the Osgoode Hall Law School Intensive Course in Canadian Securities Law and Practice. Before attending law school, Mr. Ahern served 17 years as a peace officer with Canada Customs, the Peel Regional Police and the RCMP.
LIETTE BATES-EAMER, CPA, CA is a Partner 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 Grant Thornton LLP. 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 is Vice President of Business Development for Learning Strategies Group in the US. Antoine has over 12 years of experience as a finance professional, and focuses on creating specialized Excel models used for analyses, M&A, project finance, financial management and financial derivatives. Prior to joining LSG, Antoine worked on numerous projects, including the issuance of a $1BN high-yield bond; project financing for renewable energy assets totaling $200M; and structuring and managing a derivative book valued at more than $3BN.
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 Professional 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 BCCPA.
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 39 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.
MARY CHARLESON, MBA is a marketing speaker, educator and strategist. She is the author of two books, Word of Mouth Mouse & Mobile and Five-Minute Marketing, each featuring tips for the time-starved business leader. Mary is a member of the Canadian Association of Professional Speakers and the Global Speakers Federation. She is one of fewer than 12% of speakers globally who hold the designation of CSP (Certified Speaking Professional), the international measure of excellence for professional competence and proven experience. Mary’s career spans over 20 years in media, advertising and education. A contributor to Business in Vancouver since 2002 and a monthly marketing columnist for the Huffington Post, her work has also been published in the Globe & Mail, the Toronto Star, the Vancouver Sun, Marketing magazine and Strategy magazine. Mary is a frequent guest on CBC TV news and CBC radio programming
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.
MARY CHILDS, LL.B., is a lawyer with the Vancouver office of Miller Thomson LLP; she is a member of the firm’s Social Impact Group. Mary assists charities, cooperatives and not-for-profit organizations with a wide range of matters, including incorporation, organization and restructuring. Mary provides advice to businesses. Mary has law degrees from UBC and Oxford University. She also has many years of experience teaching law in universities in Canada and the UK.
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 a partner with BDO Canada LLP for over 25 years. 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. He has been a member of CPABC'S Government Organizations Accounting and Auditing Forum for 25 years. For the past 5 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.
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.
KEVIN DUXBURY, CPA, CA has extensive experience with Canadian-based public and private companies that have operations in the United States. Kevin specializes in providing US corporate tax advice that integrates with Canadian tax rules. Kevin frequently advises on the taxation of cross-border mergers and acquisitions including tax structuring and tax due diligence. He has also advised on the formation of numerous private real estate funds and debt funds. His clients include leaders from the real estate, mining, bio-tech, agricultural (greenhouses) and financial sectors.
Kevin Eck, P.Eng., MBA is a Partner in the Business Tax Incentives Practice and the Western Canadian Practice Leader at Ernst & Young. He provides technical expertise to mining, forestry, manufacturing, technology, biotech and oil & gas clients in helping with SR&ED and other incentives claims. Kevin also acts as EY's SR&ED Mining Industry Leader in Canada and consults with companies in Western Canada on greenhouse gas verification requirements and offset eduction credit programs.
EDWARDS , SHARON
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.
LISA ENG-LIU, CPA, CA, CPA (Illinois), joined the ICABC in 2008 and is currently Vice President, Public Practice Regulation for CPABC. She started her public practice career working at a national firm and was a senior manager in the audit practice working with both public and private companies in Canada and the U.S. Prior to joining the ICABC, Lisa spent 5 years in industry in various senior financial roles from Corporate Controller of an internationally publicly traded company to a VP of Finance of a private company with significant international operations.
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.
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.
ANDREA FRISBY, TEP, Legacy Tax + Trust Lawyers, focuses her practice on assisting clients with estate and trust planning and administration. She prepares wills, trust documents, powers of attorney and representation agreements for clients, and also provides legal advice on estate and trust administration. Andrea has authored numerous papers in the areas of wills, estate, trusts and capacity issues and is a frequent speaker on these topics.
DAVID GAUTIER, CPA, CA is Partner, Managing Director with Crowe MacKay LLP in Kelowna. David’s practice focuses on Canadian tax services and business consulting. He represents private companies and professionals assisting with a wide range of tax matters including, tax compliance, purchase and sale of business, corporate re-organization, trust and estate planning, and CRA dispute resolution. His business consulting practice sees him work side-by-side with business owners and their advisors to provide a harmonized business, accounting, tax, and wealth planning solution.
RYAN GILL, CPA, CA, CPA (New Hampshire) is a Senior 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 US 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 US 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.
TOM GROZIER, CPA, CA is a practice leader with Panorama Chartered Professional Accountants in Langley. For the past 10 years Tom has practiced almost exclusively in taxation matters including corporate reorganizations, estate and succession planning, and the purchase and sale of businesses. Tom is a frequent speaker and writer in his areas of practice, and he has been an instructor at BCIT since 2012.
TERRY GUNDERSON, CPA, CA, recently retired as a partner with Manning Elliott LLP where he established many years of auditing, financial accounting and tax experience with a wide range of clients. He was a member of Manning Elliott’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 and assurance standards, IFRS, ASPE and ASNPO in recent years.
SHARON HABIB is an experienced communication and brand strategy consultant, as well as a business writer and instructor. She has strong experience in writing and communicating technical and complex information to non-technical audiences as well as strategic business content such as proposals, business cases and strategies. Her communication expertise has focused on both internal and external audiences.
BRAD HALL, CPA, CA, CBV is a Director 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 Transactions 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 Learning Strategies Group, explores what behavioral ethics teach us about corporate behaviour and whether knowing more about ethics makes us more ethical. She examines the implications of the answer to that question for both business ethics and corporate governance. With a Master’s Degree in Applied Ethics, and 11 years spent in Ethics and Compliance of a large oil and gas company, Morgan has extensive experience with theory and practice of business ethics. She shares stories from her experience to bring courses she delivers to life.
JOANNE HAUSCH, CPA, CA, ICD.D recently retired from Deloitte LLP where she was a tax partner in the Global R&D and Government Incentives practice. Joanne 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 advises smaller public practice firms in the Fraser Valley and their family owned enterprise clients on Canadian corporate tax planning matters - corporate reorganizations, succession and estate planning - including calculating share value for estate 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.
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.
GEOFFREY HOWARD, LL.B. is Associate Counsel at MEP Business Counsel, where he provides strategic and practical advice on employment and labour law and represents clients in employment-related litigation. Geoff has extensive experience representing both employers and employees in all aspects of the employment relationship, including employment agreements, employment policies, compliance with employment legislation, termination of employment and human rights issues. He also advises and represents clients in disputes over post-employment competition. He is currently a Lead Partner, board member and active member of the Opportunities Committee for Social Venture Partners.
ROQUE HSIEH, CPA, CA is a partner in KPMG’s Financial Institution and Real Estate tax services practice, with over 25 years’ experience advising Canadian and foreign corporations in structuring and financing real estate investments and development projects. Roque specializes in the area of in-bound investments into Canadian real estate, including the acquisition of real estate holdings. He has considerable experience with non-resident tax issues. He has published numerous articles and delivered presentations at industry leading venues, including the Canadian Tax Foundation Annual Tax Conference, the BC Tax Conference, and CICA.
TAMARA HUNTER, LL.B. is a member of DLA Piper’s litigation group. She practises 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, access to information and privacy matters 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.
Rod Hynes, CPA, CA is a senior manager with 15 years of experience at Ernst & Young in both the Assurance practice and the Business Tax Incentives practice. Rod has over 10 years of experience in preparing and defending SR&ED claims in financial services, mining, pulp and paper, manufacturing, technology and telecommunications, energy sectors, and automotive. Rod has also worked on Capital Asset Reviews, Digital Media Tax credits, Capital investment tax credits and other incentives claims.
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.
SHAWN IRELAND, PhD is a founding partner and managing director of HRCgroup, Inc. He works extensively with Fortune 500 companies, foreign governments and international aid agencies. His expertise includes fostering critical thinking, strategic change, virtual teamwork, and managing human behaviour. He’s Program Director and Chair of the Master of Arts in Organizational Psychology programs at Adler University in Vancouver.
PETER JACKSON, CPA, CA, is a technical accounting consultant with over 30 years of experience servicing Canadian and United States public and private companies 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.
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 creating innovative software applications used by thousands of organizations around the world. He is also the Chancellor Professor Emeritus and a Distinguished Research Professor at the Sprott School of Business, Carleton University and has published extensively and has received 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.
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 Engineers and Geoscientists 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.
ALEXANDRA LEA, CPA, CA, joined the ICABC in 2014 and is currently Director, Practice Review for CPABC. She started her career at a national firm before moving to a mid-size firm, where she was a partner specializing in the audits of public companies.
ADRIAN LEECH, CFA, CBV works within Deloitte's Mid-Market Corporate Finance practice in Vancouver. He specializes in strategic advice to clients engaged in mergers, divestitures, and acquisitions. Adrian has experience across a wide spectrum of sectors. Prior to joining Deloitte, Adrian worked in the mid-market investment banking division of CIBC. He also previously worked in business valuations at a Canadian accounting firm and derivative sales and trading in the UK.
HENRY LIAO, CPA, CA is a senior tax manager for KPMG LLP in Vancouver, providing Canadian tax advisory services for acquisitions, divestitures, reorganizations and general corporate tax planning. His area of practice is primarily real estate, advising foreign inbound investors, local real estate developers and various public real estate investment syndications. Henry’s clients are involved in a wide range of real estate activities, including real estate development and holding revenue-producing properties, hotels and retirement homes.
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.
ALVIN LUN, J.D. practices tax law at Thorsteinssons LLP in Vancouver. His practice focuses on domestic and international tax planning for individuals, trusts, and corporations, as well as representing taxpayers in their disputes with the Canada Revenue Agency. Alvin is fluent in Cantonese and Mandarin Chinese. Prior to joining Thorsteinssons, Alvin completed a judicial clerkship at the Tax Court of Canada and articled at a national law firm.
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 a partner at Roper Greyell LLP focused on providing strategic human resources and employment advice. He has a broad range of knowledge in employment and labour law, wrongful dismissal and contract disputes, enforcement of restrictive covenants, labour relations law, picketing issues, crisis management and Occupational Health and Safety law. Gavin is an active member of CPHR (BC and Yukon) and a frequent speaker in legal education. 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, Carswell.
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 training for preparers of financial statements, their auditors or accountants and provides monitoring, EQCR and other services to practitioners.
BRENDAN MCGRATH, CFA, is Director of Corporate Risk Management for North America at Western Union Business Solutions. Based in Victoria, BC, Brendan started his career as a FX trader and has since moved into a sales role, overseeing the hedging business across Canada and the U.S. helping companies manage their foreign exchange risk. He has a bachelor’s degree in economics and international business from the University of Western Ontario, and is a CFA charter holder.
CARSON MCKEE is the owner of Direct Contact, providing training programs and digital strategies. Carson is a senior marketing and advertising professional with over 10 years of brand experience with Ford, the NFL, Denny's, NHL teams and Circle K, among many other small companies in Canada and the USA. Over the past several years, Carson has presented CPA workshops to hundreds of attendees, helping them to build skills and advance their careers.
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.
JODI MOSS, CPA, CA is a Partner in KPMG Vancouver’s US corporate tax practice with extensive experience providing US corporate tax advisory services to public and private companies. Jodi specializes in reorganizations, financing, acquisitions, divestitures, and general US tax advice for multinational companies operating in a wide variety of industries.
CHRISTINE MUCKLE, JD, is a Principal 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”.
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.
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, corporate governance practices, enterprise-wide risk management, accelerated financial close, effective spreadsheet controls, and strategic procure to pay and order to cash processes. He has developed comprehensive top-down, risk-based solutions that can easily be customized to any organization. He also specializes in assisting the companies to transition from privately held to publicly traded environments. 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 over 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, is a retired financial advisor and a retired 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. He is the founder of www.retirementoptimizer.com.
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.
DAVE PARADI has been recognized by the media and his clients as a presentation expert. He has authored nine books on effective PowerPoint presentations and is one of only sixteen people in North America currently recognized by Microsoft with the PowerPoint Most Valuable Professional Award for his contributions to the PowerPoint presentation community. His ideas have been published globally. His workshop participants leave with practical steps that can utilized immediately.
DARRYL PARSONS, CPA, CA is a Senior Manager in DMCL’s Private Enterprise Group. Darryl has over 30 years experience providing accounting, assurance and tax services to owner-manager and high-net-worth clients. He is a member of DMCL’s Standards and Guidance Committee and is actively involved in the firm’s monitoring and in-house training programs.
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 19 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 a managing director at Learning Strategies Group and an adjunct professor with SFU Beedie School of Business. He has designed and delivered finance and management development 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.
RICHARD PRESS, LL.B., is a member of the DLA Piper (Canada) LLP employment and labour law group. His practice focuses both on advocacy and strategic planning with respect to employment and labour matters, as well as related administrative tribunal work, such as human rights, workers’ compensation and employment standards. As an advocate, Mr. Press has appeared before provincially and federally appointed arbitrators, the British Columbia courts, the provincial and federal labour boards, and various tribunals.
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 has created and delivers several seminars for controllers and CFOs, 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.
DAVE RICKARDS, CPA, CA has over 30 years experience practicing exclusively in Canadian taxation and has gained extensive experience in a variety of functional areas. His professional experience has led him to focus on clients in the construction, commercial and residential real estate, manufacturing, distribution, professional services and resource sectors. He has developed significant experience in the taxation issues relating to mergers, acquisitions and sales of businesses and the handling of cross-border tax implications for Canadians investing internationally and non-resident business owners investing in Canada.
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.
MICHAEL SAEVITZON, CPA, CA, is a Manager in PwC’s Vancouver mining practice. Michael has been with PwC for more than seven years and is primarily focused on the resource sector. He has experience providing audit and accounting advisory services to multinational companies in the junior, development and production stages. Michael has experience with companies reporting under U.S. GAAP and IFRS, along with experience with Sarbanes-Oxley compliance.
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.
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.
ISABELLE ST-JEAN is a Registered Social Worker, Professional Certified Coach with International Coach Federation accreditation. Since 2007, she has been leading seminars coast to coast and internationally for professionals and has coached numerous individuals and executives helping them with their workplace challenges, career management or retirement transition. She is the initiator and co-author of the award-winning anthology Einstein’s Business: Engaging Soul, Imagination and Excellence in the Workplace. A member of the CPHR (Chartered Professionals in Human Resources) association, Isabelle is a regular contributor to their magazine PeopleTalk.
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.
THOMAS STEPHENS is a partner at K2 Enterprises. He maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants. In 1995, he began authoring and presenting continuing professional education courses to accounting and finance professionals. He has lectured nationally on subjects such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance, and financial accounting standards and applications. In addition to his association with K2 Enterprises, he provides consulting services to small businesses and CPA firms.
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 BDO Canada LLP, focused on providing auditing and advisory services to public sector organizations including municipalities, colleges and universities, health authorities, school boards and other provincial crown corporations, 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 a Director and Board Chair 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, financial reporting, 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 valuation and advisory services to clients in his role as a Principal, Valuation and Advisory Services at Davidson & Company LLP and is based in Vancouver, Canada.
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. Genevieve is a frequent speaker and author in her areas of practice. She is an adjunct professor at the Allard School of Law at the University of British Columbia, 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.
LUCAS TERPKOSH, CPA, CA, CBV, CFF has extensive experience in the preparation of independent valuation reports and expert reports across a number of industries. He has valued and analyzed large public companies as well as shareholdings in closely held private companies. His valuation analyses have been used in the context of mergers and acquisitions, shareholder disputes, matrimonial disputes, financial reporting, and corporate reorganizations. Lucas has also presented frequently to various business and professional organizations regarding business valuation and related matters.
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.
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.
VAN ENTER, RIEGHARDT
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.
WYNN VO, CPA, CA IS a Senior Manager with KPMG Canada’s International Corporate Tax practice in Vancouver. She has 12 years of professional experience, with 10 years specializing in Canadian tax. She has significant experience advising Canadian and foreign public companies, private enterprises and their stakeholders on a broad range of Canadian domestic, inbound, outbound, cross-border and international tax matters. Wynn works with clients in a multitude of industry sectors (including, technology, manufacturing, industrial markets, real estate and consumer services).
HELEN WALE, MA, CPHR, CEC is an Associate with Learning Strategies Group. She is an Associate Certified Coach and trainer facilitating workshops primarily in employee engagement and coaching. Prior to joining LSG, Helen spent over 26 years in generalist and leadership roles within human resources and organizational development in several organizations in both the UK and Canada. With a Bachelor of Arts degree in History, Helen is also Chartered Professional in Human Resources (CPHR), holds a Masters degree in Human Resource Management, a Graduate Certificate in Executive Coaching and is certified to deliver MBTI workshops.
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.
SONJA WEISSENBACHER, CPA,CA, FEA (Family Enterprise Advisor™) is an entrepreneur at heart and coowner of the Northern Gifts Group of companies, a family business, and owner of Edendale Business Consultants. As a principal consultant of Edendale, Sonja works closely with family businesses focusing on financial turnarounds, business reorganizations, change management and intergenerational transitions. Drawing from her personal lifelong experience in family businesses located in Canada and the US, Sonja brings passion and a unique blend of skills in helping her family business clients achieve business success and family harmony.
TYLER WIER has expertise in training and facilitation, coaching, people and leadership development, employee engagement, leading and managing change. Before joining Kwela, highlights of his nearly 20-year career include consultation for a global training provider and a global automotive brand, as well as leading an internal change management consulting function within a large government organization. Tyler has a Bachelor of Arts degree in Philosophy (Occupational Ethics specialization), a certificate in Adult Learning, a Bachelor of Education degree, a Graduate Certificate in Executive Coaching (Royal Roads University), and a Professional Certified Coach (PCC) credential from the International Coach Federation (ICF).
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.
DENISE C. WONG, CPA, CA is the Principal of a consulting firm focused on Organizational Change Management and Financial Systems Efficiencies. She facilitates strategic change and optimizes financial systems within organizations. Denise has been in Finance & Accounting since 2002 and has worked in various industries that include forestry, retail electronics, oil & gas shipping, real-estate, food, beverage & entertainment, manufacturing and mining.
TERENCE WONG, CPA, CA, CPA (Illinois), is the Director of U.S. and Internal Tax at Kingston Ross Pasnak LLP. Terence is a successful tax advisor with almost 30 years of experience dealing with multi-national taxation issues faced by individuals and corporations. Being both a designated Canadian CPA and U.S. Certified Public Accountant allows Terence to provide advice and instruction on accounting and taxation related matters arising from both countries. He has been an instructor for more than a decade for various CPA bodies, allowing him to gain invaluable experience in contributing to the growth of young professionals.
HUGH WOOLLEY, CPA, CA, of Lewis & Company, specializes in income tax focusing on the reorganization of private Canadian companies. A former Revenue Canada Rulings officer, Hugh has authored several articles and is a frequent lecturer on income tax matters.
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.
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.
KEVIN ZHAO is Senior Associate, M&A Advisory, Financial Advisory at Deloitte LLP. An experienced M&A specialist providing divestiture advisory services for private mid-market businesses and buy-side and sell-side transaction due diligence for financial sponsors and strategic companies both public and private, he has ongoing and past transactional experience in the food & beverage, computer software technology, consumer products and services, manufacturing, real estate, aerospace and mining industries.