BEAUPRE, Allan WATERLOO

Transcription

1 BEAUPRE, Allan WATERLOO CPA, CA (Ontario) 1975 Sole Practitioner Career Achievements and Successful practice in Waterloo serving small and medium sized clients with an emphasis on being a trusted advisor to family businesses Previous Chair of St. Mary s General Hospital, Kitchener Wilmot Hydro, and Deer Ridge Golf Club Former Treasurer of The KW Community Foundations and other private corporations in Ontario Currently serve on the Board of the St. Joseph s Health System which consists of two acute care facilities, three long-term care facilities, and a home care organization For the past four years have served on the finance, investment and properties committees of the Diocese of Hamilton During my 40 year career I have been in public practice, private industry and for a short time in the venture capital industry. I have drawn on my experience to serve a number of for-profit and not-for-profit organizations at the governance level. These include hospitals, local hydro distributors, and private golf courses. As a result of this experience I am well suited to help lead the transition and challenges that our profession faces; branding and technology being just a few. Our role in society has evolved from number crunching to trusted business advisors, and community leaders. This is the message that we must convey to all. If elected I will bring the view of a small firm practitioner to the Council. Sole and small firm practitioners are not well represented at Council. I hope to improve on that. I have the experience, and the time to serve all members during the next three years.

2 BOLAND, Chris OTTAWA CPA, CA, CMA (Ontario) 1994, CA (Newfoundland) 1992 Consultant, Chris Boland Professional Corporation Previous member of ICAO Council Current member of CMA Board Newfoundland CA Tax Voluntary Service for low income seniors CICA Advanced Tax 25 years of experience in government, Crown Corporations, publicly traded and private companies Experience as CFO, VP Finance, Consultant to IFRS and General Manager Harness Horse Association of Ottawa Board Member, Florida Q Club Hilton Resort Our current role will be to bring together, as one team, the current members of CPA Ontario. Why are you suited for the role? I believe as a CPA, CA, CMA I am suited for this role thanks to my experience with ICAO Council and CMAO Board. With 25 years experience in many industries including international work experience I can bring a global, diverse view to the Council. Our greatest opportunity is how to present the CPA Ontario, as one team, to the public. Our message must be external and meet public demands. Our future holds great opportunity as we can focus on public demands and move beyond the recent integration. We must move from an interior focus, to an exterior one. Anything further you wish to address? We need a mission to move beyond integration and be outward facing to the public.

3 BOSE, Arnie TORONTO CPA, CA (Ontario) 2001 Vice-President of Finance, Romspen In the last few years, we have witnessed unprecedented change to our profession. With the amalgamation of the three designations, CPA Ontario is moving forward into a new era. Having previously served on the governing Council of CPA Ontario, I possess the requisite experience and passion necessary to steer the organization in the right direction. Moreover, my prior work with public accounting, industry, government, and not-for-profits provides me with the background necessary to properly represent the diverse membership of CPA Ontario. If elected to Council, I will focus on: Member of ICAO Council, June 2012 April 2014 Member of the Audit Committee, June 2012 April 2014 Volunteer at Free Tax Clinics Ontario Realty Corporation (now Infrastructure Ontario) Senior Controller Hospital for Sick Children Financial Operations Manager Mount Sinai Hospital Senior Financial Analyst Ernst & Young Senior Audit Staff Arthur Andersen International Corporate Tax Member of the Canadian Centre for Ethics and Corporate Policy Associate member of the Association of Certified Fraud Examiners Referee at Mount Hamilton Youth Soccer Club Master of Accounting degree, University of Waterloo Bachelor of Arts in Accounting, Mathematics Minor (Dean s List), University of Waterloo The Family Place Board Member, Finance Committee, Chair of Strategic Committee University of Waterloo Member of the Senate, and Finance Committee Canadian Standards Association (CSA Group) - helped develop national guidelines for whistleblowing and reporting of wrongdoing for all types of organizations Oakville Trafalgar Memorial Hospital Chedoke-McMaster Hospital (now Hamilton Health Sciences) Recipient of the Terry Fox Humanitarian Award Providing a voice for all members by soliciting more feedback Creating more accountability for the organization to our members Increasing transparency on how strategic decisions are made Maintaining high qualification standards that are inclusive of diverse backgrounds Increasing the visibility and relevancy of our profession in the business community and abroad I look forward to contributing as a member of the Council if elected and I would be honoured to serve all members as we move our profession forward towards a new beginning.

4 FERRARI, Anita OAKVILLE FCPA, FCA (Ontario) CA 1985, FCA 2009 Partner, Grant Thornton LLP Council members need to have a solid understanding of the issues and opportunities facing our profession and its members. Council s role is to participate with senior management in setting the strategic direction of our CPA designation, and to protect the public interest. Why are you suited for the role? Through my various roles at Grant Thornton, including my current role as an assurance partner in public accounting and member of our firm s Partnership Board, I have gained a good understanding of our profession and its challenges and opportunities, and the effect of these on our members in larger and smaller geographies throughout our over 14 locations in Ontario. As a member of our firm s Partnership Board since 2013, and our firm s National Management Committee for 6 years before that, I have been part of teams with responsibility for strategic visioning and execution. I negotiated mergers and oversaw the integration of 5 firms into Grant Thornton, successfully managing through the complexities of integrating people, cultures, and technologies, creating stronger operations, results and client experience satisfaction. As a self-regulating organization that also advocates for our members interests, we must remain relevant and provide leadership and direction as to how all parts of our unified accounting profession will function in Ontario. We must maintain our members well-deserved dominant and well-respected reputation in the market by taking a long term view of the unified profession and establishing current strategies on this basis. Anything further you wish to address? Member, CPA Ontario Council, 2012 present Member, ICAO Professional Conduct Committee, Board Member ICAO Staff Pension Committee, 2006 present Advisory Board Member, ICAO/Rotman Centre for Innovation in Accounting Education, 2006 present Career Achievements, all with Grant Thornton LLP: Elected member of Partnership Board, 2013 present Regional Managing Partner Central Canada, Member, Grant Thornton National Management Committee, Member, Grant Thornton Professional Excellence Committee, Board Member, Grant Thornton Management Consulting Practice, 2006 present Past number of a number of GT committees/boards including, Policy Board, Policy Board Nominations Committee, HR Advisory Committee, and Marketing and Business Advisory Committee Managing Partner, GTA Practice, Assurance Practice leader, Toronto Assurance Practice Partner and HR Partner, Toronto location, Founding Member, Grant Thornton Foundation, Toronto Board of Trade Economic Development Committee, 2012 present Province of Ontario Volunteer Service Award, 2002 Treasurer, Director and Executive Committee member, the Aphasia Institute, Past volunteer, Heart and Stroke Foundation Past member, Sick Kids Hospital Leaders Fundraising Maintaining our reputation and high quality in public accounting is imperative.

5 GRANT, James TORONTO CPA, CA, CGA (Ontario) CA 1976, CGA 2010 Sole Practitioner ICAO Council representative ICAO Tax Clinic volunteer CA Softball League participant and commissioner 40 years Survived 40 years as a Sole Practitioner 2010 Obtained a CGA degree 2014 Obtained MBA degree Leaside Baseball Association Director 15 years Bennington Heights Residents Association Treasurer 35 years Leaside Youth Baseball Coach 30 years Council provides an oversight and a communication function. It oversees, as best it can, relevant CPA Ontario policies, procedures, and activities and communicates items it deems important to the general membership. A representative listens and responds to the needs of all interested parties. Why are you suited for the role? I have performed similar functions as an advisor to a private company board of directors and I feel I understand topical issues of relevance especially to small practitioners. Have been a sole practitioner for 40 years but to upgrade my skills in the areas mentioned I went back to school and obtained an MBA in Hopefully a complex organizational integration is not too out of control in CPA Ontario and fixes can be seamlessly implemented. To maintain the positioning of a Chartered Professional Accountant as the number one professional brand in the business marketplace with the offering of services and the enhancement of skills to facilitate this objective. GROWTH with an expanding Canadian economy and a vibrant undergraduate educational base, there will be ample opportunity for all accountants to share in an ever increasing accounting pie. Anything further you wish to address? In no particular order: voice of the small practitioner at the ICAO is Council fulfilling members expectations maintaining many of the programs spearheaded by CGAO (e.g. Laurentain MBA partnership) more transparency from AICA ever increasing insurance costs PD costs and relevance

6 JEFFREYS, Ian LONDON CPA, CA (Ontario) 1998 Partner, KPMG LLP My role will be to serve the members of CPA Ontario, the profession and the public interest. As CPA Ontario continues to evolve, strategic planning, integration, and education of our members and the public will continue to be key priorities for Council and critical to the long-term success of our members in Ontario. Why are you suited to the role? I am suited to a role on Council based on my knowledge of our profession and the issues Council faces, given my longstanding involvement with ICAO/CPA Ontario as President of the Western Ontario CA Association. At KPMG, I assist my clients with many of the issues CPA Ontario is facing moving forward. Whether it is assisting with the integration of an acquisition or analyzing information to assist with the development of a strategic business plan, my experience guiding and advising clients on these business issues will serve me well on Council. I believe the challenge facing the profession in the future is one of public education and internal coordination. We need to ensure that the public is very aware of our value proposition and our brand, and can do so by effectively leveraging the strengths of our legacy associations. As CPAs, we provide value to our clients and in our communities as volunteers. It is this willingness to serve that makes the future of our profession bright. What other issues or concerns do you wish to address? Exam Proctor, ICAO/CPA Ontario in excess of 10 years President, Western Ontario CA Association in excess of 10 years Joined KPMG LLP in 1995 Elected to Partner with KPMG LLP in 2006 Human Resources Partner with KPMG s London office from 2009 present Fellow, QuantumShift executive development program, Richard Ivey Business School, 2015 Audit Committee Chair, Vice-President of the Executive Board, and Board member Huron University College, 2010-present National Treasurer and Vice-President of the Board of Directors Sunshine Foundation of Canada, Member of Finance Committee London Hunt & Country Club Coach Oakridge Aeros Hockey Association Volunteer London Blue Devils Minor Lacrosse Association The integration of our legacy organizations both centrally and across the District Associations is key to the success of our profession. I will work with my fellow Council members to ensure our network is as strong as it can be to the benefit of our members.

7 MADON, Delna MISSISSAUGA CPA, CA (Ontario) 2005 Consultant, Self-employed Member of CPA Ontario Council since 2012 Member of CPA Ontario Finance Committee since 2012 Council representative at Young CPA Advisory Committee CICA speaker at various events (e.g. FRAC) Consultant with respect to: audits, reviews, NTRs, tax, development and delivery of training, accounting standards, litigation support, valuations, forensics, among others Partner (Furtney Madon LLP) Senior Manager, National Accounting Standards (Grant Thornton) Senior Manager, National IFRS Technical Services (Deloitte) Senior Manager, Assurance and Advisory (Deloitte) Co-authored a monthly newsletter distributed to over 5000 individuals across Canada and internationally Profiled in Career Insider magazine in the fall of 2009 Consistently recognized for exceptional performance Past member of the IFRIC member support group Other Professional Accomplishments - Education: McGill University Bachelor of Commerce with Honours in Accounting Canadian Securities Institute Canadian Institute of Chartered Accountants Past board member and finance committee member for Ernestines, a Toronto based women s shelter Past board member and treasurer of Peel Condominium Corporation (PCC 338) Past member of the Deloitte Social Committee Past United Way Campaign leader Past volunteer work with various soup kitchens and at the West island Association for the Intellectually Handicapped (WIAIH) Serving on Council for the past three years has been an extremely rewarding experience, one that has come with the ongoing challenge of integrating three different professional bodies. Despite the ongoing change and flux in our profession, our standards and education must continue to be maintained at the highest level to ensure we attract only the best and the brightest. Council s focus should always be to protect the interest of the members, the profession and the public. I believe that Council should be made up of a diverse group of individuals in order to best represent the membership and the public. My background with large, mid-size and small firms, as well as working for myself, puts me in a unique position to view and analyze existing policy and proposed changes from multiple angles and perspectives. In addition, having been the youngest member on Council has allowed me to ensure the views of the younger generation and those who will continue to be a part of the profession going forward, are identified and well represented. I look forward to being able to contribute as a member of Council and would appreciate your support in my re-election. I welcome the opportunity to continue to be a representing voice in the process.

8 McCaughey, Stephen R. TORONTO CPA, CMA (Ontario) 1989 Partner, Deloitte LLP Member of CPA Ontario Council Member of Finance, Audit and Integration Committees Partner (Consulting) at Deloitte LLP, Canada s largest professional services organization Variety of roles at Deloitte including; leading Deloitte s Finance & Performance Management Services, leading the Canadian CFO Program, leading the Canadian Finance Transformation Services, and now managing Deloitte s largest IT transformation projects Masters degrees in Business Administration (MBA) and Information Science (MIS) CFA with extensive capital markets/investment management insight and a graduate of the Director s Education Program (DEP - Rotman) Extensive Senior Executive and Board-level exposure Awards for excellence in Client Service Recently authored Finance 2020 The Future of Finance Committee roles within CPA Ontario Toronto Society of Financial Analysts Financial Executives Institute To shape, and provide oversight and direction to the evolution and execution of the accounting profession in Ontario. Why are you suited for the role? My role at Deloitte as a Consulting Partner has provided me with extensive strategy, process, organization, merger integration, IT, and business transformation experience making me suited for a continued role on the Council. I have extensive experience in complex merger integration. I also have a unique perspective on the role of the profession in supporting audit, advisory, corporate finance, accounting as well as myriad other professional extensions of the academic underpinnings of the CPA program. With regards to technology and analytics, I am a senior IT Partner at Deloitte with extensive IT and analytics skills. I hold two master s degrees (MBA, MIS), a CFA designation, and completed the Director s Education Program (DEP) at the Rotman School of Business. The greatest opportunity for CPA Ontario is the ability to shape the future of the profession in non-traditional fields such as predictive analytics, finance transformation, information management, deployment of new technologies (e.g. cloud), business partnering, finance service delivery models, risk management, scenario planning and forecasting. The greatest challenges remain maintaining the integrity and high standards of the audit and oversight mandate, as well as ensuring our members/students have relevant market-facing skills to support the evolving role of Finance. In short, change: Organizationally, from a professional development point of view, an experience point of view, and a career point of view. Employers have heightened expectations of our members along many traditional (Legacy) and evolving fronts. Anything further you wish to address? I have been serving on the newly merged CPA Ontario Council for months now. It s been a real pleasure. I m hopeful my background and experience are well suited to a full-term and supporting the next chapter in the evolution of our organization and its mandate.

9 TAYLOR, Debra SARNIA FCPA, FCGA (Ontario) CGA 1997, FCGA 2011 President, Debra Taylor Professional Corporation The key role is to protect and to be seen to protect the public interest while also protecting the interests of the profession and members. To set strong strategic direction that aligns with the values and ethics of the profession. Why are you suited to that role? I have sound knowledge and governance experience gained through 8 years on CGA Ontario Board, 1 year on CPA Council and a lifetime of volunteering in leadership positions for various local not-for-profits. I have participated in planning strategic direction and then providing oversight for CGA Ontario, Sarnia Lambton Chamber of Commerce and my own practice. I have been part of successful lobbying reforms in this province to effect needed change. I am a Chartered Director, thereby retaining excellent knowledge of the roles and responsibilities of a corporate director. I have the courage to ask difficult questions. I am keenly aware of the diverse cultures of the now unified accounting bodies. We have an opportunity to provide regulation and oversight to one professional accounting body. We have the opportunity to create a new accounting certificate and provide membership to foreign trained professionals that will allow for regulation and oversight with standards to protect the public interest while protecting our membership and capturing the college cohort as well as university to build a strong student population. One body, high professional standards and oversight of the profession while enhancing protection of the public and members. Real opportunity to be the leading voice on policy by providing thought leadership. What other issues or concerns do you wish to address? Current Vice-Chair of CGA Ontario, elected to the Board in 2008 Served on the following CGA Ontario committees: Professional Standards (Chair), Discipline, Admission Standards, Audit & Finance (Chair), and Executive (2008) Served in the CGA Canada Professional Standards Committee Appointed to CPA Ontario Council in 2014 and served on the Finance, Discipline and Audit Committees Been in public practice since 1997 Member of G-50, advocating successfully for changes to the Public Accounting Act Elected to a third term on the CGA Ontario Board Hosted a seniors and low income earners tax clinic for the past 13 years Part-time professor at Lambton College Chair of Sarnia Lambton Chamber of Commerce in 2011 after 7 years on Board representing Sarnia Lambton at Queen s Park, Ontario Chamber Conferences and Canadian Chamber Conferences, rising to introduce and speak to advocacy policies Invited to address the Standing Committee of Finance (Federal) to provide suggestions on improving policies and procedures Skate Canada Junior Achievement Sarnia Lambton Business Leadership Award Nominee (2015) Sarnia Lambton Volunteer of the Year (2008) CGA Ontario Distinguished Service Award (2007) CGA Chapter Chair Service Award (2006 & 2007) Chapter Distinguished Award (2004) Interim Chair of Sarnia Lambton s Save the Jail Committee which successfully lobbied the Provincial Government to reverse their decision to close the jail We are still in the change process. Representation on Council from all three legacy bodies is critical while we continue to evolve and unify all three legacy cultures into a strong, well respected CPA organization.