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Credentials

  • CPA, CA
    -

Experience

    • Canada
    • Government Administration
    • 1 - 100 Employee
    • Chief Accountant
      • Nov 2022 - Present
    • Canada
    • Individual and Family Services
    • 1 - 100 Employee
    • Co-Owner
      • Nov 2020 - Present

      SMILE (Sensory Motor Integrated Learning Experience) Therapy Calgary Clinic serves kids of all ages, specializing in neuro-motor developmental therapy. SMILE (Sensory Motor Integrated Learning Experience) Therapy Calgary Clinic serves kids of all ages, specializing in neuro-motor developmental therapy.

    • Canada
    • Education Administration Programs
    • 1 - 100 Employee
    • Chief Financial Officer & Chief Operating Officer
      • Sep 2018 - Nov 2022

      ELA is a government-designated post-secondary institution, specializing in preventative health education. It's been in operation since 2011, with offices in Calgary and Edmonton. ELA is a government-designated post-secondary institution, specializing in preventative health education. It's been in operation since 2011, with offices in Calgary and Edmonton.

    • Canada
    • Higher Education
    • 1 - 100 Employee
    • Chief Financial Officer & Chief Operating Officer
      • Sep 2018 - Nov 2022

      ITC is a government-designated post-secondary institution that focuses on technology education. ITC operates out of both Calgary and Edmonton. ITC is a government-designated post-secondary institution that focuses on technology education. ITC operates out of both Calgary and Edmonton.

    • IT Services and IT Consulting
    • Board Member
      • Mar 2017 - Feb 2019

      The CPA Education Foundation of Alberta, formerly the Chartered Accountants Education Foundation, was established in 1982 as a non-profit foundation to support business and accounting education across the province. Since its inception, the Foundation has distributed more than $12 million in support toward business and accounting education across the province. Led by a Board of Governors of dedicated designated accountants from around Alberta, the Foundation promotes the accounting profession by providing support to post-secondary institutions, students, accounting educators and special projects. Show less

    • Associate Chief Accountant
      • Nov 2009 - Aug 2018

      Further the goals of the ASC by providing senior expertise on accounting, auditing and other financial matters to the Commission, reporting issuers and their advisors. Assist ASC staff from enforcement, corporate finance, market regulation, and financial services on complex accounting and auditing matters. Member of the ASC management team and attend ASC Director level and Commission meetings as required. Manage the ASC Enterprise Risk Management process. Participate in policy development matters through active participation in Canadian Securities Administrators (CSA) and ASC Committees. Committee participation has included the CSA Chief Accountants Committee, CSA Continuous Disclosure Review Committee, CSA XBRL Committee, CSA IFRS Training Committee, and ASC IFRS Policy Committee. Review relevant exposure drafts related to accounting and auditing and provide commentary to standard setters as deemed necessary. Understand the concerns of ASC stakeholders and the impact of standards and regulation on the Alberta and Canadian market. Active communication with audit firms, analyst community, corporate directors and issuers, formally through the ASC Financial Advisory Committee as well as informally through ongoing communication with stakeholders. Speak at various external conferences and internal sessions on accounting and regulatory material.  Worked with CPA Alberta to have the ASC approved as a CPA training office. The Office of the Chief Accountant oversees the ASC CPA training program including maintaining registration status and counseling CPA students. Show less

    • Professional Services
    • 700 & Above Employee
    • Senior Manager - Audit and Assurance
      • Jan 1999 - Nov 2009

      - Manage and maintain positive relationships in the delivery of services within a diverse client portfolio. - Develop annual financial statement audit plans, fee negotiations, oversee execution of work by field teams, quality control, review of client financial statements and continuous disclosure documents in accordance with GAAP, SEC and National Instrument requirements, researching technical accounting issues, formal communication of results to management and Board of Director members. - Clients included large (including SEC registered), mid-size, and small oil and gas entities as well as a large SEC registered energy transportation entity. - SOX controls attestation work. - IFRS implementation plan training and project management. - Systems and Process Assurance specialist (information technology general computer controls). - Significant involvement in PwC learning and education programs, presentations of technical accounting updates, quality review programs, PwC billing system implementation. - Recommend and implement marketing strategies to capitalize on opportunities to gain perspective clients while continuing to provide value added services to existing clients. - Partner with peers to arrive at decisions in areas of staff performance appraisals, compensation reviews, resource planning, and recruitment and retention initiatives. - Manage employee relations by providing coaching, direction, performance management and resolution to both field teams and direct staff in the role of career coach. Show less

Education

  • The University of Calgary
    Bachelor of Commerce (B.Com.), Accounting
    1994 - 1999

Community

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