Instructors
A B C D E F G H I J K L M N O P Q R S T UV W X Y Z
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TIM BEAUCHAMP, CMA
Tim is the Director of the Public Sector Accounting Board (PSAB) of Canada and has been directly involved in standard setting for the public sector since 1989. He joined the staff of PSAB after working more than 7 years in the public sector having responsibilities that included accounting, budgeting and debt management. He is responsible for the strategic and operating plans of PSAB and reporting its performance to the Accounting Standards Oversight Council. Tim provides advice to PSAB and staff on technical projects and administers staff activities.
He has served as a special advisor on various public sector financial reporting related committees and is currently a technical advisor to the International Public Sector Accounting Standards Board.
Tim authored the research report “Accounting for Infrastructure in the Public Sector”. He has spoken at many events over the years and taught at York University on public sector accounting and financial reporting issues.
LISA DORIAN, CA.CIA, CPA (IL)
Lisa is Vice President of MDA Training. She has extensive experience in risk management, corporate governance, strategy, and business process development. She is also an accomplished trainer and facilitator working with all levels of management including boards of directors. Lisa previously held the position of Vice President, Finance & CFO with Citizens Bank of Canada and has held other senior financial positions within both public and private sectors.
Lisa is Vice Chair of Financial Executives International Canada, and is a member of FEI’s National Issues and Policy Advisory Committee’s sub-committee on corporate governance and internal controls. She is a sought after speaker and author who has spoken at many trade conferences and has authored articles on and/or been the subject matter expert on the topic of risk management.
After earning a Bachelor of Arts degree from the University of Manitoba, Lisa moved on to become a Chartered Accountant and also holds the U.S. Certified Public Accountant designation. She is also a Certified Internal Auditor and is accredited by the Institute of Internal Auditors to conduct quality assessments/validations. She is currently completing her Project Management Professional certification.
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JOHN GRANELLI, CA
John is a Senior Tax Associate with Abrahamse Berkis Pinto & Associates in Toronto. He frequently presents income tax and sale tax professional development courses various provincial institutes. John has authored numerous papers dealing with various tax topics for the Canadian Institute of Chartered Accountants and the Canadian Tax Foundation.
GEOFF GARLAND, CA
Geoff is a Tax Partner with BDO Canada LLP in Winnipeg. He has gained a great deal of experience working with the full spectrum of the firm's clients. He is involved with the tax compliance and planning for the firm. As tax partner, he is involved with personal and corporate tax planning, corporate reorganizations, estate planning, financial planning and dealing with the Canada Revenue Agency. Geoff is a tutor with the CICA Indepth Tax Course for both the group study and in-residence program. Geoff has presented at the CICA National Tax Conference, the Canadian Tax Foundation's Prairie Provinces Tax Conference and is a regular lecturer for the Manitoba Institute of Chartered Accountants. In 2009, Geoff received the Manitoba Institute of Chartered Accountants Early Achievement Award.
VELMA GEDDES, FCA
Velma obtained her Bachelor of Commerce degree (honours and distinction) from the University of Saskatchewan in 1983 and obtained her CA designation from the Institute of Chartered Accountants in 1986. She also obtained her Certificate in Health Care Administration – Long Term Care from the University of Saskatchewan in 1996. She was awarded the FCA designation in 2010 and was named one of Saskatchewan’s 10 women of influence by Saskatchewan Business Magazine in 2011.
Velma’s extensive past experience include CFO and other senior financial management positions in school divisions, health care organizations and the Ministries of Education and Health. Her volunteer activities have included the Institute of Chartered Accountants of Saskatchewan, the Association of School Business Officials, the Saskatchewan School Boards Association, the Saskatchewan Assessment Management Agency, and serving on the boards for the Five Hills Regional Health Authority and the Saskatchewan Association of Health Organizations.
Velma is currently a contract consultant with the Saskatchewan Ministry of Education and was instrumental in the recent implementation of PSAB standards for school divisions in Saskatchewan.
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STUART HARTLEY, FCA
Stuart is the President of FocusROI Inc., a specialized consulting firm that is dedicated to helping accounting audit and finance professionals learn the ever changing professional standards and regulations and then turn that learning into practical cost effective action. Services include training courses and accounting firm monitoring. He is also a founder of SmartPDonline, a firm that provides online training courses.
Prior to joining FocusROI, Stuart was a senior audit Partner with BDO Dunwoody LLP. During that time, he was the National Director of Accounting and Auditing and a member of the CICA's Auditing Standards Committee. He helped develop BDO's international audit methodology and has trained extensively on auditing practice and CaseWare implementation around the world. Before BDO, he spent two years with the office of the Auditor General of Canada where he developed methodology for performing value-for-money assignments.
Stuart is the author of the CICA’s Canadian Professional Engagement Manual, and the CICA’s Quality Assurance Manual. He is also the author of the Guide to Using International Standards on Auditing in the Audits of Small- and Medium-sized Entities, published by International Federation of Accountants (IFAC) and the booklets Risk Management Primer for Directors of Not-for-Profit Organizations and Risk Management Toolkit for Not-for-Profit Executives published by the Canadian Society of Association Executives (CSAE). Stuart also writes many training courses, has published many articles and is a popular
instructor at professional training courses.
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MAUREEN KENNEDY
Maureen has over 25 years combined experience as a professional speaker, workshop facilitator, business consultant, and educator. She was the founder of Eclectic Communications, a highly recognized training and consulting company specializing in personal and professional communication strategies. Based on the success of her company and her commitment to excellence, Maureen was the winner of a Manitoba Woman Entrepreneur of the Year Award. She is now the owner and director of a new personal development company, Maureen Kennedy & Associates.
Maureen has worked nationally and regionally with a broad range of private and public-sector organizations. Her clients include major corporations, all levels of government, professional associations and post-secondary institutions.
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DARREN LANG, MBA
Throughout his business career Darren has worked as a human resources consultant and trainer. Seven years ago he left his corporate job to join his wife Darci in their training company and help raise their two children Jayda and John. It was during this time that Darren received the biggest wake up call of his life. The stress of running a business, raising small children and traveling started to take its toll. After several months of doing nothing about it, he began to lose his zest for life and found himself in a deep rut.
Throughout his career Darren has shared his stress busting tools with thousands, helping them to think and feel their very best.
BILL MATIKO, CA, CBV
Bill is an Associate Partner in Deloitte’s Saskatchewan Financial Advisory group. Bill’s focus is working with clients to provide business valuation and dispute consulting services. He also assists clients with business planning and financial modeling.
In this role, Bill has provided valuation and litigation support services for various purposes including mergers and acquisitions, matrimonial disputes, shareholder disputes, income tax and estate purposes, insurance claims, professional negligence claims and various disputes involving economic damage quantifications. He has given expert witness testimony in the Court of Queen’s Bench of Saskatchewan and has given expert witness testimony before a judicial tribunal. In addition he has presented expert evidence at a number of mediation sessions and he has been appointed as an arbitrator on valuation matters.
Bill has 25 years experience in public practice. He is a chartered accountant and a chartered business valuator. He has facilitated professional development courses for ICAS and the Saskatchewan Legal Education Society and teaches on a part time basis with the University of Saskatchewan Edwards School of Business MBA program.
DREW MCDONALD, CA
Drew has a diverse background in personal and corporate taxation matters, having worked at both large and small firms. He has lectured and tutored in the qualification seminar and the In-Depth Tax seminar and has co-lectured both the corporate and personal income tax update seminars. He has experience in numerous areas of international and domestic taxation and has also advised on GST and provincial sales tax issues.
COLETTE MILLER FCA
Colette, a partner in Wilde & Company, Vegreville, has enjoyed over 25 years of working with Alberta municipalities. As a senior municipal auditor, consultant and instructor she has a keen interest in local government issues. Over the years, she has worked closely with municipal auditors, elected officials and local government administration throughout Alberta. She is also a director of ATB Financial, a provincial crown corporation.
Colette has instructed courses on municipal auditing and public sector accounting for the Institute of Chartered Accountants of Alberta, AAMD&C, AUMA and GFOA. She has also been a resource person for the implementation of the Tangible Capital Asset Guidelines. In addition, Colette has taught courses on GST for local government and is recognized as a specialist in these areas.
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HUGH NEILSON, CA, TEP
Hugh is an independent contractor to Ernst & Young LLP, where he is the Edmonton Market Leader for Private Client Tax Services. His practice focuses on income tax services for individuals and owner-managed private corporations. Hugh has practiced in the tax area since 1990, and provides tax consultation in many diverse areas, including business structuring and restructuring, negotiations with Canada Revenue Agency auditors and Appeals Officers, tax-effective compensation strategies, immigration and emigration planning and strategies for tax-effective personal, family and estate tax planning. Hugh has instructed courses for the Institutes of Chartered Accountants of Alberta and Saskatchewan in the area of taxation, and has presented at the Canadian Institute of Chartered Accountants' National Conference on Income Tax. His articles have been published in Law Now and Lawyers' Weekly, and he appears semi-regularly in Video Tax News.
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MASSOOD OROOMCHI, B.Sc. (Econ.)
Massood specializes in implementation, optimization and in-house training for internal control programs, SOX/CSOX compliance, corporate governance practices, accelerated closes processes and shareholder reporting requirements. He also specializes in designing and evaluating internal control environments for governmental organizations, pre-IPO and private companies, and not-for-profit entities. He is a founding member of FinEx Group and with 35 years of experience has worked extensively in a cross section of industries and in public practice internationally. Mr. Oroomchi is a past-member of the Board of Trustees of Canadian Financial Executives Research Foundation, a past- member of the Board of Directors of the Financial Executives International Canada and Past-Chair of FEI Canada’s Audit & Finance, National Technical and Corporate Reporting Committees. He is also a past-member of the Accounting Standards Oversight Council of the CICA.
EILEEN PEASE, BA, B.Ed., M.Ed., CHRP
Eileen is President and founder of Dynamic Learning Inc., a company devoted to enhancing people’s ability to grow and learn by working with their thinking skills. As a facilitator she has led executive, supervisory and management groups across Canada and the United States. Eileen is a senior consultant with Knightsbridge MICA Management Resources (Toronto, ON) and is certified by the Management Research Group (Portland, ME) to facilitate their assessment-based development system in Leadership 360º™ and Strategic Leadership Practices™. Eileen has been facilitating interaction within groups ranging from a few people to over 100 people since 1991. Her facilitation has been for as little as two hours, or as long as nine months. She has facilitated creative thinking, problem solving, strategic planning, and relationship sessions with front line employees, supervisors, managers, executives, and CEOs in homogenous and mixed groups. Eileen plans to publish her book called Get More Power from Your Brain before the end of 2011.
STEPHEN PRIDDLE, CA, CMA
Stephen is the President and founder of Practical PD, Seminars for Accountants, as well as Vice-President Finance, Chief Financial Officer of Chinook MHD Corporation. He also advises a number of businesses and not for profit organizations.
An engaging and experienced speaker, Stephen weaves practical tips together with stories from his business experience and input from participants. His seminars are based on over 25 years of corporate experience.
After working with KPMG for five years, Stephen moved into industry, where he has worked for both public and private companies. He has gained a wide range of experience in financial reporting, treasury management, merger & acquisition and other business matters. Stephen speaks at accounting conferences, and presents accounting seminars in many contexts. He has moderated in the CMA Strategic Leadership Program and has taught at the University of Toronto and Carleton University. Stephen is also a prolific author. His published business, accounting and finance cases are used by organizations across Canada. Stephen obtained his CA and CMA designations following graduation from Carleton University with an Honours Bachelor of Commerce degree.
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TAMMY ROBERTSON
Tammy believes that the essence of our challenge today is captured in one simple message, “Get Your Heart in the Game!” As a leadership coach, co-author of two books, and professional speaker to audiences across North America, Tammy inspires and challenges you to step into your Best life and to build trusting respectful relationships where real influence and positive impact are possible.
Tammy Robertson has a Masters Degree in physical and Health Education from the University of Western Ontario, and with over 25 years of corporate and entrepreneurial experience, she brings a keen understanding of current challenges to her audiences. Tammy teaches at two universities and is part of an international team of coaches delivering the Coaching for Great Work Program. She has trained with Coaching Training Institute and Newfield Institute and provides life and leadership programs to a diverse range of business groups, organizations and associations. Tammy is also a Founder of RealTalk, a global on-line community committed to improving communication and relationships one real talk at a time. Known for her impact and the ability to ignite positive change and renewed energy in organizational culture, she is also a frequent commentator in the media on workplace wellness and culture.
Tammy calls on you to be ten times bolder in taking action on what matters most. The questions she asks are, “What impact are you having?”-----“Are you having fun?”-----“Are you a powerful compelling role model?” Tammy will inspire you to “Get Your Heart In The Game”, to fully engage in the challenge ahead and to make the most of this journey of life and leadership!
ISABELLE ST-JEAN, RSW
Isabelle is a Solution-Focused Professional Coach, Certified Retirement Coach, NLP Practitioner, professional speaker and facilitator, and author of Living Forward, Giving Back: A Practical Guide to Fulfillment in Midlife and Beyond. Through one-on-one sessions and/or seminars she helps people to successfully navigate life transitions including career change and retirement. Building on her background in psychology and social work, Isabelle has completed graduate studies in Authentic Leadership at Naropa University in Boulder, Colorado. She has initiated two award-winning and best-selling anthologies: Einstein’s Business: Engaging Soul, Imagination and Excellence in the Workplace, which she also co-authored, and Audacious Aging.
ALAN SALMON, ASc. PHF.
Alan is recognized as Canada’s leading analyst in the area of accounting technology. He has over 27 years of business, management systems, education and journalism experience. As the CEO of K2 Enterprises Canada he is responsible for the Canadian operations of this international consulting group which provides professional development technology education for CAs, CPAs and accountants across Canada and the US. He has a degree in Science and an Advanced Teaching Certificate from the University of Toronto. He teaches over 100 seminars a year to the CA, CGA and CMA associations in Canada. In 2006 he was the highest rated instructor for the Institute of Chartered Accountants of Ontario with a rating over of over 94%.
In addition to his seminar teaching, Alan consults with all of the major accounting technology companies. He also carries out research on accounting technology. He has published 6 books on accounting software and each year, in conjunction with his K2E partners, he develops a series of comparative tables that contrast the feature sets of accounting software. These tables can be viewed at www.salmon.ca
For over 20 years Alan wrote for the Bottom Line, Canada’s accounting newspaper. His insightful columns on new software and technology were highly rated by his readers.
He has received many awards for teaching and service, including a Paul Harris Fellowship, the Canadian Internet Award and a life membership in Junior Chamber International.
GEN SEGGER, CA
Gen's experience has been largely in the areas of accounting and assurance. She currently has her own practice and performs monitoring and peer reviews for other practices. She also facilitates for the CA School of Business (CASB). In addition to her previous positions at a national firm and a local mid-sized firm, her other experience includes an industry position with an owner managed business. Gen has instructed professional development courses for both the Saskatchewan and Alberta Institutes.
LAURA SIMEONI, CA.CIA
Laura is a consultant at Neverest Inc., a company specializing in professional development, consulting and quality assurance services in the areas of audit, accounting, and risk management.
Laura began teaching and consulting over 20 years ago and has maintained her passion and interest for learning and teaching. She enjoys writing as well as delivering professional development and training programs to accountants both in practice and in industry. She is also involved in the training of CA students and in helping them prepare for the Uniform Evaluation (the “UFE”).
Laura is involved with the preparation and delivery of professional development and training courses offered by The Institute of Chartered Accountants of Ontario (ICAO). She has taught at the Ontario School of Accountancy for over 20 years.
Laura is responsible for updating the professional development course entitled “Professional Risk Management – A Practical Perspective”. This is one of the courses she delivers for both the ICAO and the Institute of Chartered Accountants of Nova Scotia. From 2005 – 2007 Laura worked on a full-time basis for one of her clients - RBC – Internal Audit where she assumed the role of Director- Professional Audit Standards. During this time Laura earned her Certified Internal Audit designation and was instrumental in the application process for the training of CA students. Laura currently delivers training material to TD Bank’s Internal Audit Department. Laura is currently using the skills and experiences gained over the years in education, to help
CMA Ontario in their application to obtain the ability to issue public accounting licenses. Laura is also a member of the CMA Canada Competency Development Committee.
In 2009 Laura began lecturing on a part-time basis at the Schulich School of Business at York University. She is currently teaching Intermediate Accounting I and II.
In addition to teaching at the university, she recently authored the PowerPoint slides for a university textbook. Laura’s other writing credits includes co-authoring the publication, “Guide to Preparing Financial Statements”, published by Carswell.
JAMES (JIM) SMITH CA
James(Jim) is a seasoned business executive with over 40 years experience in management functions, primarily in financial and administrative areas, including several years as CFO of TSX listed companies and chairman of the Audit Committee of Canadian Public Companies. He has particular interests and skills in analyzing and financing corporate and asset acquisitions and divestitures, corporate strategy, dealing with financial markets, selecting and developing high-performance teams and operating in a controlled-cost environment
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DAVID TRAHAIR, CA
David is a speaker and author of Smoke and Mirrors: Financial Myths That Will Ruin Your Retirement Dreams and Enough Bull: How to Retire Well without the Stock Market, Mutual Funds or even an Investment Advisor. David is a straight-shooter able to explain the often consuming world of personal finance in plain English. He does not sell any financial products and is not associated with any organization that does. As a result, his views are totally independent. David says and writes what he wants to – unfiltered advice for the hard-working Canadian. He currently operates his own public accounting firm in Toronto and gives seminars on both books to CAs in B.C., Alberta, Saskatchewan, Manitoba, Ontario, NWT, and Bermuda. David was born in Toronto and grew up in Oakville, Ontario. He received his undergraduate degree – a Bachelor of Science and Business from the University of Waterloo – in 1981. He received his C.A. Designation in 1985 while working for the firm of Clarkson Gordon (now Ernst & Young).
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KIM VAREY, CA
Kim is committed to teaching accounting skills and solutions to a wide range of clients in a
way that is clear, customized, practical and even (yes!) interesting. This has been her business and her passion for over ten years. Clients range from large public corporations and accounting firms to provincial CA Institutes, with participants as diverse as CFOs and audit committee members to chartered accounting students and the general public. Prior to launching her full-time business she was in public practice for eleven years. And because even Kim admits that too much accounting can unbalance your life, she escapes into the mountains regularly, volunteering with Calgary Search and Rescue and Foothills Land Trust.
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GARRETT WASNY, MA, CMC, CITP
Garrett is an award-winning speaker, professional development consultant, author, columnist, video producer, motion graphics artist (and former management consultant for Price Waterhouse) in Vancouver. His specialty is professional development consulting for accountants. Garrett is the author of two books, World Business Resources.com (published by McGraw-Hill in New York) and How to Conquer the World (published by Government Institutes in Washington, D.C.). He is co-author of Using the Web to Compete in a Global Marketplace (published by John Wiley and Sons. He has written five eBooks including How 9/11 Changes Global Business, Cyber-Prospecting: Mining For Business Opportunities on the Internet, Key E-Trade Tools to Succeed in International Business, and Advanced Internet Research