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Speakers/Coaches Roster  


Mr. Bruce Acton, MBA, FCMC is the Managing Director, BC Division of Tantus. Bruce spends most of his time in the areas of strategic planning and process improvement, helping clients with business process redesign (BPR), activity-based costing (ABC), performance measurement (PM), information systems projects, quality assurance, as well as operational and program reviews. When not consulting, Bruce teaches management courses and seminars to a number of levels of organizations in both the private and public sectors throughout Canada and internationally. 

Rosemary Anderson  Rosemary Anderson, CA, has practiced exclusively in the commodity tax field since 1985. Formerly a partner with Price Waterhouse, Rosemary has extensive experience assisting large and small taxpayers with their sales tax issues. Rosemary joined Thorsteinssons in 2001. She is the immediate past chair of the Canadian Institute of Chartered Accountants Commodity Tax Committee and is the current co-chair of the CICA-Canadian Bar Association Customs Committee. She is also an active member of a liaison committee between the Ministry of Small Business and Revenue in Britiesh Columbia and taxpayers. Rosemary has spoken extensively about sales tax issues at many conferences and seminars.
 David Baines 

 David Baines, MBA, has been investigating and uncovering white collar crime for the past 23 years.  He has an MBA from the University of Western Ontario and has won four National Newspaper Awards, a National Magazine Award and five Jack Webster Awards.  His column in The Vancouver Sun appears regularly on Wednesdays and Saturdays and on other days as events occur.

Keith Baldrey 

 Keith Baldrey regularly reports live on Global BC’s Noon News Hour and 5 p.m. Early News, and files daily stories for the 6 p.m. News Hour.  He is also a weekly radio commentator on the ”Cutting Edge of the Ledge” segment of the Bill Good Show on CKNW, and he writes a weekly syndicated newspaper column for PostMedia.  Keith has covered B.C. politics for 25 years.

Heather Banham 

Dr. Heather Banham, is currently serving as Dean of the Okanagan School of Business at Okanagan College and has a background as an accountant, professor and manager.  She earned her Doctorate in Human Resources Management at the University of Southern Queensland, Australia and holds her professional accounting designation as a CGA (Certified General Accountant) in Canada and her CPA (Australia).  Her presentations to conferences on organizational change, leadership, small and medium enterprises, and international student success have been well received and earned a number of awards.

David Baxter  David Baxter, Futurist, Demographer, Economist. All these words describe David Baxter. The Executive Director of the Urban Futures Institute, Baxter is one of that rare breed of business thinkers who has the ability to conduct original research into business trends, but also possesses the presentation skills to deliver the conclusions in an entertaining and meaningful way. Since stepping away from management activities with Urban Futures in 2007, he has divided his time between traveling in Asia and Europe and building complex economic and demographic projection models. He is the Global Mobility Expert for the Employee Relocation Council based in Washington, DC, an honorary life member of the Mortgage Investment Association of BC, and a member of the BC Budgetary Transparency and Accountability Act Review Panel.
Ian Berry  Ian Berry, is a founding partner of the Berrant Group, an international training and facilitation firm based in Vancouver B.C.  Since 1995 The Berrant Group has been helping clients by providing practical, hands-on business skills training as well as planning facilitation and consulting services.  Their approach in the classroom balances the teaching of solid, core managerial skills with their firm belief that learning needs to be interactive and fun to be most effective. Ian has provided PD seminars to CGA -BC since 2003 and has taught thousands of participants in both private and public sector organizations.  UBC, SFU and the Coast Mountain Bus Company represent some of the organizations he has worked with recently.
 Fabian Biagetti 

Fabian Biagetti, Principal, Strategic Energy Group, has more than 20 years’ experience in various functions within the energy management sector. 

Fabian has focused his efforts on energy-related business practices and organizational changes in industrial, commercial and industrial sectors.  He has led hundreds of site-specific workshop sessions internationally with executive decision-makers of Fortune 1000 companies to optimization the business practices associated with energy utilization.

Based in Sacramento, California, Fabian holds a BS in civil engineering from UCLA and an MBA from Pepperdine University.

 Brian Blamey 

Brian Blamey, BA, CGA, brings his athletic endurance, zeal and energy to public practice at Galloway Botteselle & Company where he has been a partner since 1996. Brian deals with the everyday issues small to medium-sized businesses face regarding taxes, business expansions or reorganizations, acquisitions, valuations, and personal financial planning. Brian is also an effective teacher and receives many requests for presentations on behalf of CGA and to the medical community on the latest changes in tax laws and how to reduce taxes.

Brian is past Chair of the Porter Hétu International’s National Management Committee, a group of independent accounting firms across Canada and internationally.


James P   James P. (Jim) Blatchford, BA, MBA, CMA, FCMA, CFE, has more than 35 years experience in forensic and investigative accounting, litigation support and law enforcement. Jim’s forensic and investigative accounting engagements include numerous civil and criminal fraud investigations (including special purpose audits) focusing on corporate, insurance, public market, welfare, real estate, mortgage and telemarketing frauds. Jim has undertaken assignments for fidelity, bond, business interruption and other insurance claims, including preparing “expert opinion” reports on economic losses. Jim has also provided litigation support, due diligence and internal control and regulatory compliance reviews for corporate, government and First Nation clients.
Ward Blatch  Ward Blatch, CA is a Senior Associate with K2 Enterprises Canada. Since joining K2 Enterprises in 2005, Ward has provided consulting and training services throughout the United States and Canada. Ward also has his own practice in Nova Scotia which focuses on the issues of small accounting firms and professional businesses in Canada, providing training, support, and network evaluations.
Rebecca  Rebecca Bollwitt, built her first website in 1997, and has been blogging about life in BC since 2004 on, and podcasting since 2005. was voted "Best Vancouver Blog" by the Georgia Straight for 2009 & 2010, "Best Local Blog" by The Westender in 2010, and has been ranked within the top ten blogs in Canada. Recently named one of BC's Top 100 Women of Influence by the Vancouver Sun, Rebecca co-founded sixty4media, a WordPress website development firm, and has co-authored the book, Blogging to Drive Business.

Michelle Bonner, Vice President, Climate Smart, has been Climate Smart’s primary lead trainer since 2007. She brings almost two decades' experience in the environmental non-profit sector in Canada and the U.S. to the Vancouver-based social enterprise that helps businesses measure and profitably reduce carbon emissions.

She is a member of the GHG (Greenhouse Gas) Management Experts Network and has completed courses with the Greenhouse Gas Management Institute in organizational GHG accounting and offset project accounting.

Michelle holds a BA from McGill University in environmental studies and English literature.

Gregory D Boos  Gregory D. Boos is a noted U.S. immigration lawyer and award-winning cross-border advocate. His practice emphasizes business immigration, and he represents a broad spectrum of multi-national companies and international businesspersons. A results-oriented advocate, Greg has been named one of the world’s leading practitioners of U.S. immigration law by the International Who’s Who of Corporate Immigration Lawyers. Based on peer reviews, Martindale-Hubbell has awarded Greg an AV Preeminent rating, a testament to the fact that his colleagues rank him at the highest level of professional excellence.

Greg received his Juris Doctor degree from the University of Idaho in 1977. He is a member of the Washington State Bar Association and the bars of various US Federal courts. He is also licensed as a Practitioner of Foreign Law by the Law Society of British Columbia. The International Criminal Court has approved Greg to practice before it and includes him as one of approximately 300 lawyers worldwide on its List of Counsel.

Greg is an Adjunct Professor at Western Washington University where he acts as an external advisor to its Border Policy Research Institute. He is President of the Pacific Corridor Enterprise Council, a Vancouver BC – based non-profit organization formed to promote cross-border trade and advocate for removal of barriers that impede the legitimate flow of people, goods and services across the Canada/USA border. A member of the Vancouver Board of Trade, Greg sits on its International Relations Committee.
Trish Brydon 

Patricia (Trish) Brydon CGA, MA, RPC, is a coach and trainer with her company Optim People Partners. She is also a Senior Partner with Mercer Bradley who specializes in full-time and contract placement of accounting and finance professionals. Trish works with individuals, teams and organizations to help them to be successful and to thrive. She is a Certified William Bridges’ trainer (individual and organizational transitions) and certified Personality Dimensions® trainer. Member of the BC Human Resources Management Association (BC HRMA) and the International Coach Federation (ICF).

Twenty plus years business experience includes senior level management experience, financial and business planning and analysis, finance and accounting management, project management, business process improvement, systems development and implementation. 

Dave Busse 

Dave Busse, CEC with over 20 years of experience in coaching and leadership development.  Dave has worked around the world with executive level leadership from an extensive array of backgrounds ranging from the financial sector, retail, restaurants, mining, transportation, education, medical, military and police services. 

The focus of the sessions are client driven to ensure that the coaching is meeting the immediate needs and long term  goals of the person being coached.  His qualifications include: Certified facilitator in the Strength Deployment Inventory suite of products, Faculty at the Royal Roads University’s (RRU), Certified Executive Coach (CEC) Program, Certified facilitator of the International Coach Federation (ICF, ) Accredited Excelerator Coaching Program (Coaching for leaders).

Dave is the Managing Partner at Essential Impact. Essential Impact provides Executive coaching services and coach training for leaders.

Rhonda C 

Rhonda Caldwell, is the founder of Caldwell Communications Inc., a Vancouver based management consulting and professional development company. She is a master trainer and a licensed affiliate for Think on Your Feet® and The Skilled Presenter™. 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. Through one-on-one coaching Rhonda has helped her clients reach new goals; prepare for interviews and presentations to large and small audiences, boards and media. She has created and implemented a wide variety of successful, highly practical, results-oriented approaches for clients leading to improved communication, revenues and profits.

Vince Cardella  Vince Cardella, Co-founder & Principal, Meritus Financial Inc. is a strategic wealth and insurance consulting company. Prior to co-founding the company, Vince practiced as an Estate Planning Specialist with Canada’s leading bank-owned Wealth Management Company; he also helped design and develop the first Canadian universal life product for a global insurance company. With his in depth technical product knowledge and industry experience, Vince specializes in creating risk mitigation strategies and tax-efficient wealth accumulation and transfer plans for significant corporate clients and continues to be a sought after presenter at national and regional wealth management conferences, global accounting firms and prominent law firms.
 Michelle Causton  Michelle Causton, MBA, FCGA, is principal of The MC Experience and a professor of accounting at Canadore College in North Bay, Ontario.  She is the author of Governance - An Overview; and Management - The Undisciplined Discipline. These three-part articles; are published on PD Network (an innovative, web-based resource that provides a broad range of professional development information designed to keep Certified General Accountants current on issues and developments within the accounting profession).  Michelle is a frequent presenter to audiences of professional accountants, academics and business people. She is also past president of the Certified General Accountants of Ontario.
Michelle Cederberg 

Michelle Cederberg, CSP, wants her audiences to have the energy to succeed in business and in life; and with over 20 years’ experience as a college educator, personal trainer, author, entrepreneur, life coach and Certified Speaking Professional she’s developed innovative and practical methods to get them there.

Speaking with humour and passion Michelle breaks down the mental and physical barriers that rob us of the energy we need and deserve. She inspires busy people to put their own health and well-being back on their priority lists with a small steps approach that leaves them believing they can. Her GOT TO IT journal is a ground-breaking idea that supports the process. Her second book ENERGY NOW! is available January 2012 in book stores across North America. 

With a Masters in Kinesiology, a BA in Psychology, and a specialization in Health and Exercise Psychology, Michelle combines mind, body, and practicality to inspire change!

Tim Clarke 

Tim W. Clarke, LLB, MA Econ. Tim's practice focuses primarily on tax litigation. He represents individuals and corporations of all sizes before the Tax Court of Canada, the Federal Court Trial Division and the Federal Court of Appeal in relation to income tax and goods and services tax matters.
Tim has completed the Canadian Institute of Chartered Accountants' In-Depth Tax Course. He has been a regular lecturer in business and taxation law at the British Columbia Institute of Technology and for the Certified General Accountants' Association of British Columbia. Prior to joining Bull, Housser & Tupper, Tim was a tax litigator with the Federal Department of Justice.

April Collier 

April Collier, Senior Trade Advisor with Pacific Customs Brokers is a licensed Customs Broker and Certified Customs Specialist, with over 30 years of international trade experience. April is the primary educational instructor for Pacific Customs Brokers’ Trade Compliance Seminar Series. Previously to working with Pacific, she worked with a team at North Seattle Community College to develop and present a number of Customs related seminars, in addition to developing and instructing courses in preparation for the Customs broker exam.

Tara Cree  Tara Cree, Ph.D. is a Senior Associate Consultant with Knightsbridge Leadership Solutions in Vancouver. Prior to joining Knightsbridge, she held senior consultant positions with a multi-national leadership development firm and two multi-national human resource consulting firms; and was the Executive Director of small consulting group.

Tara combines her Ph.D. in Organizational Psychology with her background as a leadership specialist and organizational development advisor to consult with public and private sector clients on strategic leadership issues. She has identified and developed leadership talent at all levels – from emerging leaders to executives. As an experienced executive coach, team facilitator, and consultant, Tara has designed and delivered numerous leadership development programs that include group sessions and one-on-one coaching. The major focuses of Tara’s work are helping leaders to develop their potential, building senior leadership teams, and constructing corporate leadership development programs. Tara also brings extensive consulting experience in areas of organizational development and human resources, with a particular focus on the design of contemporary human resource systems and processes including performance management, employee selection, and succession management programs.

Tara received her M.A. and Ph.D. in Industrial/Organizational Psychology from the University of Guelph (Ontario) where she focused her research on organizational change. She has also completed the Core Essentials Graduate of Coach U.
 brownwen  Bronwen Combrink, Microsoft Office User Specialist (MOUS), has over 15 years of experience in Information Technology, particularly in software applications area. She provides training services to internal staff, individuals, corporate organizations and education centres and has extensive experience in development of curriculum and delivering core instructional material.
David Cory  David Cory, BEd, MA, is a Vancouver based performance improvement consultant who specializes in leadership development. With a graduate degree in adult education, and several years of experience as a leader, David works with corporate clients such as ABN AMRO Bank Amsterdam, Allstate Insurance (Dallas), and Phillips Medical Systems (Seattle) on the design, implementation and delivery of leadership development programs. David is a certified trainer in emotional intelligence through MHS Inc., and coaches senior executives, teaches for several post secondary institutions both locally and abroad, and provides services to the Canada School of Public Service in Ottawa.
Adam Cotterall 

Adam Cotterall, MBA, BBA, CHRP is a consultant in Caldwell Partners’ Vancouver office. He is responsible for the design and implementation of search strategy and candidate development channels across key sectors.
Adam also teaches courses in Organization Strategy & Design, Performance Management, and Organizational Behaviour at Simon Fraser University’s Beedie School of Business.

Prior to joining Caldwell Partners, Adam was vice president, client services at Right Management, the world’s largest talent and career management consulting firm, where he helped clients align talent strategy with business strategy. Previously, Adam was the associate director of the Learning Strategies Group and Executive Education at Simon Fraser University’s Segal Graduate School of Business, where he focused on the design of custom leadership development programs and consulting initiatives driven by the strategic priorities of his clients.

Adam is a Certified Human Resources Professional and was the 2011 Chair of the BC Human Resources Management Association Annual Conference and is an active member of the Vancouver Board of Trade.



















cottle  David Cottle, CPA  is an internationally-recognized Certified Public Accountant who works primarily with professional firms to improve their profitability, growth, and management. Author of four books and dozens of articles for professional journals, he has produced numerous learning systems as well as seminars on management, marketing, and profitability. For over 20 years Dave has studied management and marketing techniques to determine which were successful — and which were not. Dave has found definite features common to most highly successful firms.
CMC Doug 

Douglas R. Cranston, CMC, CLEP.  Doug’s background includes 20 years of progressive management positions both with and without equity investments in a breadth of industries and 15+ years of Management Consulting specializing in analysis, strategic and business plans, operational & bottom line improvement for organizations. He is experienced in enterprise-wide elements of management, execution and sustainability of organizational change. Doug’s practical enterprise-wide approach empowers client organizations to maximize results on a sustainable basis and develops their organizations for changing and fluid conditions.

Certifications and Associations

  • Certified Management Consultant (CMC)
  • Certified Lean Enterprise Practitioner (CLEP)
  • Six Sigma Trainer
  • The Association of Operations Management (APICS-Member)
  • Canadian Association of Management Consultants Member
  • Canadian Securities Institute:  Canadian Securities Course, Registered Representative, Options Trading
  • Officers & Directors Certification
Russell Cullingworth 

Russell Cullingworth, MBA is the founder and President of CEYA, conducting speaking and training in soft skills with organizations such as the CGA-BC, the Institute of Chartered Accountants of BC, the Association of Professional Engineers and Geoscientists of BC (APEGBC), Sauder School of Business and other corporate clients.   He has an over 20 years experience in administrative and financial management, and has held executive level positions as Controller at CGA-Canada and as Director, Finance and Facilities at Canuck Place Children’s Hospice.

Russell is an accomplished speaker and trainer, with over four years lecturing experience on MBA programs, and extensive experience as an entrepreneur and business owner.  Russell has an MBA from Simon Fraser University and is an Accredited Insights Discovery Licensed Practitioner.  He brings a dynamic, interactive and energetic style to his speaking engagements, and turns each speaking opportunity into an intense learning session for his audience.


Hugh Culver MBA, CSP, is the author of Give Me a Break: the art of making time work for you, master trainer, athlete, and a professional facilitator and speaker.

Hugh pioneered tourism flights to the South Pole, was a professional adventure guide for 18 years in British Columbia, Antarctica and the Yukon, whitewater kayaking competitor, mountain climber, endurance athlete and has even golfed at the North Pole!

Hugh's humour and insights will entertain and educate to the powerful choices that are always available in work and personal life. His programs focus on Leadership, Motivation and Inspiration, Conflict Management, Time Management, and Personal Leadership in the workplace.  Hugh’s remarkable training programs and keynote presentations combine street-smart advice with an engaging and often hilarious delivery style that reaches over 25,000 people each year.

Arlene Dickinson  Arlene Dickinson, Co-Star of CBC's Dragon's Den and one of Canada's Most Powerful Female Business Leaders, is perhaps best known as a judge on Dragon's Den, the CBC business series-turned-national phenomenon. Ranked as one of Profit magazine's Top 100 Women Entrepreneurs for seven years running, Dickinson is widely considered one of the most powerful female business leaders in the Canada today.

Dickinson is the owner and CEO of Venture Communications, a company whose guiding principle is that marketing be held accountable to business objectives. A 20-year marketing veteran, she grew Venture from a small, local firm to one of the largest independent agencies in Canada. (It's repeatedly recognized as one of the 50 Best Managed Companies in Canada.) A mother of four, Dickinson is the recipient of the prestigious Pinnacle Award for Entrepreneur Excellence, and has been named one of Chatelaine's TOP 100 Women Business Owners. She has also been inducted into Canada's Most Powerful Women Top 100 Hall of Fame.
Steve Dotto BW  Steve Dotto - Canada’s High-Tech Spokesman, Steve Dotto is host and executive producer of Dotto Tech, seen across the country on CHUM television. Dotto Tech is a “how to” technology show teaching Canadians how to get more out of their computers and digital devices. It follows on the heels of Steve’s very popular previous series, Dotto on Data and Dotto’s Data Café, which ran for 12 seasons on Canada’s educational networks to an annual audience of over 20 million viewers. Steve Dotto has been a very active member of the high-tech industry for over 15 years. His industry experience includes stints in management with both a multimedia distribution company and a software manufacturer.

Steve brings his humour, insight and energy to the speakers’ podiums across the country. He effectively straddles the space between the technology and the public, bringing a message to his audience that puts technology in its proper place, firmly in the hands of the users. A background in theatre and comedy assures that Steve’s talks are never boring, in fact they are
downright entertaining.
John Doyle  John Doyle started his term as Auditor General of British Columbia on October 29th, 2007. Prior to his appointment, he was the Deputy Auditor General of Western Australia (WA).  He has also held the position of Chief Financial Officer in a number of major WA organizations in Western Australia.

John’s academic experience includes serving as Head of the School of Accounting & Finance at the University of Notre Dame in Australia and lecturing in finance, accounting, and computer science at several major universities. In 2007 he was appointed an Adjunct Professor to Notre Dame’s School of Business.

John is a Chartered Accountant with designations from the United Kingdom and Australia, as well as an MBA and a Master of Accounting.

Tracy Earle, Presenter, The Climate Project-Canada 

Tracy, a Registered Professional Forester, is an Environmental Coordinator with AMEC on hydro electricity transmission and distribution projects throughout B.C. She is also a presenter for The Climate Project-Canada (TCPC), the Canadian affiliate of Al Gore’s non-profit The Climate Project initiative. TCPC volunteers have been trained by the former U.S. Vice President and Nobel Laureate to educate the public about the science of climate change. Tracy has completed formal studies in sustainability management, greenhouse gas management, sustainable building, energy management and climate change. She holds university degrees in biology, forestry, environmental management and environmental engineering (pending), and she is a Certified Sustainable Building Advisor.

michael ell  Michael Ell, CGA, is a Public Practitioner/Consultant located in Nanaimo, BC.  He is the Primary Public Practice Reviewer for CGA-BC, an Associate of the Accounting Standards Board Private Enterprise Advisory Committee and a member of the CGA-BC Quarter-Century Club. Although he has spent most of his career in public practice, Michael also has experience in both government and industry. He develops and facilitates numerous courses for CGA-BC and Other CGA affiliates across Canada, in areas relating to public practice, standards, and the CICA Handbook. Besides providing services to various small business clients, the main focus of his practice is providing standards consulting to various accounting firms in BC and across Canada.

Brian Friedrich 

Laura Friedrich 

Brian Friedrich, MEd, C.Dir, CPA, FCGA, and Laura Friedrich, MSc, CPA, FCGA, are the principals of Friedrich & Friedrich Corporation, an accounting research, standards, and education firm. The firm’s major projects focus on determining and implementing best practices in competency-based accounting education and experience assessment. Through ongoing research and evaluation of the certification programs and competency frameworks of various international accounting bodies, the firm provides policy, procedure, and governance guidance; develops courses, examinations, and other assessments; as well as supporting the development of regional public accounting standards in Canada and internationally.

Both Brian and Laura have served as program and curriculum developers, authors and lecturers, and exam developers and markers for numerous CGA and university courses in Canada and abroad. With respect to volunteer positions, Laura currently serves on the CGA-BC Bylaws and Education Advisory Groups, and has been a member of the Ethics and Conference Committees, as well as the Chapters Advisory Group. Brian sits on the CGA-BC Board of Governors, its Audit Committee, and the National Professional Standards Committee. His previous roles include service on the Ethics, Discipline, Member Readmission, and Conference Committees, the Chapters Advisory Group, and the Educational Foundation as a Trustee. As a result of their volunteer involvement, Brian and Laura were presented with CGA-BC’s inaugural Ambassador of Distinction Award (2004), the JM Macbeth Award for service at the Chapter level (Brian in 2006 and Laura in 2007), the President’s Award for Education (2010), and the national Fellowship award (2011). 

John Gardner 

John M Gardner,  FCA, MBA,  CDir, has successfully led corporations in achieving significant financial accomplishments through the proper development and execution of a strategic plan.   Currently Mr Gardner focuses his time between corporate directorships and assisting companies achieve their competitive advantage through strategic planning.

Mr Gardner is a director of Alliance Grain Traders Inc. (AGT TSX) Canada’s largest processor and distributor of pulses. He is also a director of The Econo-Rack Group Inc., Canada’s predominant manufacturer and distributor of intralogistical warehouse systems. In both companies he is Chair of The Audit Committee.  Mr. Gardner is also Chairman of the Board of Habitat for Humanity Mississauga. Mr Gardner is a member of the Institutes of Chartered Accountants of Ontario and Newfoundland and was awarded an FCA from the Newfoundland Institute. He has an MBA from Memorial University of Newfoundland and is a graduate of the Chartered Directors program from McMaster University.


 David Gibbons, MBA.  The Refinery’s David Gibbons has built and led corporate leadership development programs for an impressive list of Canadian businesses. His teaching expertise focuses on what some refer to as “hard” business skills. He teaches financial analysis and planning, operations, business statistics and strategic decision-making. Prior to joining The Refinery, David was executive director of the Learning Strategies Group at SFU Business. A dedicated educator and student, David continues to teach at SFU’s Faculty of Business in the undergraduate and MBA programs, and has pursued his PhD studies in strategic decision-making. 

Shane Gibson  

 Shane Gibson, is one of the most trusted social media speakers today; drawing on his extensive sales background, Shane built his own business using social media and realized that the misuses by many practitioners; author and co-author on several books on social media, including Sociable! and Guerrilla Social Media Marketing; a proven authority on social media that delivers measurable results with real-world knowledge; famous for his enthusiasm and engaging speaking style. His social media training and speaking clients include The Ford Motor Company of Canada, The Apple Specialists Marketing Cooperative, Numerous Real Estate Companies and Associations, ACL, CMA BC, and many other major organizations. He is also Chief Social Officer for Socialized! Ltd.

Rob_3   Rob Gilfillan, CPA, is a senior tax manager in Moss Adams' International Services Division. His experience includes over eight years in public accounting. Rob works closely with international legal and accounting professionals to coordinate cross-border planning and compliance for individuals, trusts, estates, and closely-held businesses. He has published several articles in trade and business journals applicable to international business, foreign athletes and entertainers and is a regular contributor to Moss Adam's International Update newsletter. Rob is also a frequent presenter at Moss Adams' tax seminars.
Robert Gilfoyle 

 Robert Gilfoyle, Consultant, Facilitator, and Trainer is dedicated to achieving measurable improvements in business performance for his clients. He has over fifteen years of successful experience assisting organizations, teams and individuals in improving their performance and productivity.  He has worked with major clients – including Fortune 500 organizations - in Canada, USA, Europe and Africa. Robert has particular experience in the professional services sector, especially with accountancy professionals, lawyers and engineers.

Robert's expertise includes:

  • Change leadership training and consulting;
  • Leadership development;
  • Facilitating strategic planning processes;
  • Balanced Scorecard consulting;
  • Large and small group facilitation; and
  • Team formation and development training.

Robert is an ‘Achieve Global’, and ‘360 Solutions’, qualified trainer, (two of the world’s leading training and development companies) and psychometrist, which enables him to use all the leading assessment tools i.e. Birkman, Myers-Briggs and the 16PF.  Robert has completed a Bachelor of Arts (Honours) in Geography from the University of Westminster, and a Post-Graduate Diploma in Vocational Guidance from Trent University, England.  He holds the British Psychological Society Certificate of Competence in Psychometric Assessment and is a qualified ‘Birkman’ consultant.

Leonard Glass  Leonard Glass, BA, LL.BLen is a Partner at Lawson Lundell LLP.  His practice focuses on taxation including both income and commodity taxation. He advises both private and public clients primarily on transactional and corporate reorganization matters. A large part of Len’s practice involves working for clients that carry on business outside of Canada. For these clients, Len designs tax efficient structures including utilizing appropriate vehicles and transfer pricing methodologies. He also provides advice to Canadian pension plans in connection with their acquisitions and divestments both inside and outside of Canada.  Len has presented at World Services Group Tax Meetings and is an in-house presenter on tax issues.

Len is a member of the International Fiscal Association, member and former Governor of the Canadian Tax Foundation, Canadian Bar Association (B.C. Branch), Tax Subsection, former Chair, a frequent presenter and is a former BCIT Sessional Lecturer (Management Studies Department, and a Contributor to the Canadian Tax Law Blog (
Bill Good 

Bill Good hosts BC’s leading talk show, the Bill Good show on CKNW and the Corus radio network.  He has
anchored evening newscasts at CBC, BCTV and CTV and interviewed every Prime Minister and BC Premier since

Bill Good has been a fixture in BC broadcasting since arriving at the CBC in 1967.  He had a colourful career in
Sports covering two Olympics and the Canada-Soviet hockey series in 1972. Since 1978 he’s covered news in
BC from anchor desks at CBC, BCTV and CTV and since 1988 has been a talk show host at CKNW. Bill is married to
Georgy Good and they have three grown children. Bill splits his time between the Sunshine Coast and Coal Harbour.

Rochelle Grayson 

Rochelle Grayson, Co-Founder of, is a consumer and digital media executive with 20 years of business, technology, and education experience. She has led and launched several innovative digital media initiatives, working with a combination of both small and large companies, as well as highly analytical and creative individuals. Rochelle is equally comfortable discussing digital media business models, social media trends, online community building, and internet and mobile technologies.

For the past 5 years, Rochelle has been teaching the Social Media Strategy & Marketing and Social Media Monetization courses at the University of British Columbia (UBC). She is also the Industry Chair and Program Advisor for UBC's Digital Media Strategy Certificate Program and Social Media Award of Achievement Program.

Since 2008, Rochelle has been nominated as one of Canada's Top 100 Most Powerful Women by the Women’s Executive Network, been named “The New Executive Cool Hunter” by Canadian Business Magazine, been included as one of Vancouver’s Top Forty Under 40 by Business in Vancouver, and listed as one of Vancouver's Top 10 Technology Women.

Rochelle holds an MBA in Finance and Business Policy from the University of Chicago, and two Six Sigma (Black Belt) Master Certifications in Product Development Management and Business Facilitation.

Deborah Graystone 

Deborah Graystone, BSc, TEP, CGA, is a Tax Partner in the Vancouver office of BDO Canada LLP (   BDO is the fifth largest single national accounting and advisory partnership in Canada.  She is the author and facilitator of the Tax and Financial Strategies program, and is a frequent lecturer and author for CGA BC on taxation matters.  Deborah provides specialized tax consulting services to a wide-range of clients, including CGA public practice firms and their clients.

merge Gupta-Sunderji 

Merge Gupta-Sunderji, CGA, CSP, MBA turns managers into leaders. A professional speaker, author, radio commentator, and consultant, Merge gives people specific and practical tools to achieve leadership and communication success. Over 57,000 managers in eight countries have attended her entertaining content-rich keynotes and practical facilitated workshops. Merge’s insights come from first-hand experience.  As a leader at one of Canada's premier oil and gas companies for over fourteen years, and a Board leader at a Credit Union for three years, she offers a unique blend of realism and humor that consistently engages and entertains her audiences!  She's an award-winning published author, writing for many well-known organizations and publications, including her regular column Further Than Figures that runs in each issue of CGA Magazine.  Her book titled Why Does the Lobster Cast Off Its Shell? is now in its second edition.  She is the author of over 70 articles in a wide variety of publications, and has released an entire Leadership Series of (over 20 different) educational audio CDs.  She’s presently working on her latest book, a hands-on how-to guide for front-line leaders.

Pamela Hart  Pamela Hart can teach anyone to communicate more effectively, whether you are speaking with an audience of one thousand people, sharing ideas at your AGM or speaking with a challenging employee. Clients learn the skills to communicate effectively and engage any audience. Release Your Voice training includes personality testing and communication skills analysis. Pamela is the founder of Release Your Voice, a communications, presentation and public relations firm based in Vancouver and New York. Pamela has worked extensively for the Canadian Armed Forces, the National Democratic Institute in Kosovo, Yemen, Jordan and throughout Europe. This work has included message development and delivery, media training, public speaking and leadership. She has also worked with USAID and the US Embassy in Kosovo and United States Consulate in Vancouver and has trained the U.S. Ambassador and President of Kosovo. She has extensive experience planning and developing communications and public relations strategies for public and private organizations throughout North America and Europe.

Pamela teaches at Simon Fraser University in the Public Relations and Writing program. Pamela has a Masters Degree from Harvard University, a Bachelor’s degree in psychology and non-verbal behavior from the University of Missouri St. Louis, and is a graduate of Oxford’s Balliol College in classical literature. 

 Stephanie Hathaway, CPA, MS, MPAcc, has practiced public accounting since 1994. In addition, her experience includes 10 years in small business management and administration. Stephanie works closely with international legal and accounting professionals to coordinate cross-border planning and compliance for individuals, trusts, estates, and closely-held businesses. She has presented on a number of international topics for Moss Adams professionals and for outside organizations, including the Certified General Accountants of British Columbia, the Canadian Consulate in Seattle, the Doing Business in the USA Seminar Group, the Society of Trust and Estate Practitioners and the Council for International Tax Education.

As a tax professional she has specialized knowledge and experience in the tax field, including:

  • International taxation, including inbound and outbound transactions of U.S. and foreign businesses and individuals
  • International estate and income tax coordination and planning for high net worth individuals
  • Tax planning and consulting for individuals with respect to U.S. expatriation and cessation of U.S. residency
  • Multistate tax planning and compliance for individuals, corporations, limited liability companies and partnerships
  • Income tax planning and compliance for U.S. and foreign trusts and estates
Iersal  Arn van Iersel, BA (Hon) FCGA, ACC is an independent consultant and financial advisor to public sector organizations with over 33 years of public sector experience. His experience includes being the Auditor General and Comptroller General for the Province of British Columbia. Arn has served as a member of the Public Sector Accounting Board (PSAB) and was a member of two PSAB task forces aimed at improving public Sector accounting guidance. He brings extensive experience in the development and application of public sector accounting policy. In recognition of his public sector work, Arn received his FCGA in 2007. In addition to his consulting work, Arn is a board member/advisor for a number of federal and provincial organizations e.g. Environment Canada, Community Living British Columbia and the Oil and Gas Commission, and achieved his Audit Committee Certification (ACC) in 2011. He also has done international consulting in developing countries, having worked both in Bangladesh and Sierra Leone. Arn has a passion for all things finance and particularly enjoys financial training which he has done for more than 25 years. His training experience includes courses in financial management, risk management and governance.
Charlotte Hoggard  T. Charlotte Hoggard, CFI, CGA, has over 20 years of tax experience in Ontario that includes ten years with the Canada Revenue Agency (CRA), as both an auditor and investigator, and five years in Victoria, BC leading a sales tax practice. Charlotte is a National Director with the Association of Certified Forensic Investigators of Canada.
Karen A  Karen A. Horcher, CFA, CGA, provides management consulting and training in treasury and risk management to international corporations and financial institutions. She is the author of several finance books, including Essentials of Financial Risk Management and Essentials of Managing Treasury, both published by Wiley.  Karen’s consulting projects include improving portfolio risk management, streamlining financial processes, and providing technical support to boards of directors. She has also provided expert witness testimony in cases involving derivatives losses. 
hurst  Bruce Hurst, FCGA, CFP, CAFM earned his CGA designation in 1983. He has sat on several CGA committees and advisory groups since 1988, including the Public Practice Advisory Group, the Ethics, Discipline and Practice Review committees, CGA-BC Appeals Board, as well as having served as CGA Canada’s auditor for 5 years, and more recently, as the Chair of CGA-BC Association in 2011.  Bruce was also recently appointed by the Province of B.C. to the Auditor Certification Board.

In 2005, Bruce received the Harold Clarke Award for outstanding service to the community, the CGA Association and to the profession.  In 2011, he received a Fellowship designation from CGA-Canada and was named Outstanding Alumni by Langara College.  Bruce also holds the Certified Financial Planner designation and has been a member of the Financial Planners Standards Council since 1999.

As a Senior Shareholder and Director with the public practice firm of Reid Hurst Nagy Inc. in Richmond, Bruce has extensive experience in managing and directing many of RHN’s Not-For-Profit audit engagements as well as small enterprise advisory services.  He played a lead role in the development of a comprehensive audit program for First Nations and served as a representative on the Technical Advisory Group on First Nations Financial Reporting. In 2011, Bruce was designated as a Certified Aboriginal Financial Manager, earned by his many years of service to the First Nation community.

Soraya Jamal, LLM, LLB,  provides tax advice on domestic and international corporate taxation matters, including mergers and acquisitions, corporate reorganizations, debt and equity financings, and divestitures. Soraya has co-authored a book on depreciable property, which was published by Carswell in 2010. She is a frequent contributor to CCH Tax Topics and has been published in the Canadian Petroleum Tax Journal.  Soraya is an active member of the Canadian Bar Association and has served as the vice-chair of the Tax Section (Alberta). She is also a member of The Law Society of British Columbia, The Law Society of Alberta, the Canadian Tax Foundation, the Canadian Petroleum Tax Society and the International Fiscal Association.


Soraya has received numerous awards, including the Canadian Tax Foundation - Bert Wolfe Nitikman Foundation Award.

Richard Jang  Richard Jang, BCom, DipIT, MCP, CGA, has been providing software and computer networking support to international and North American clients for over 10 years. He has also presented many technical sessions on these topics at corporate conferences in the U.S. and overseas. He is the Director of Technical Services with ACCPAC International. 
Isabelle St Jean 

Isabelle St-Jean, RSW, ACC is a Registered Social Worker, Accredited Certified Coach, Certified Retirement Coach, 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 has helped hundreds of people to successfully manage major 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.

Vijay Jog  Vijay Jog, PhD, MBA, is the President of Corporate Renaissance Group (CRG) and the Chancellor Professor of Finance at the Sprott School of Business at Carleton University . He is a chemical engineer and received his Ph.D. in finance from McGill University. Dr. Jog has consulted extensively to many government departments, crown corporations, and private sector firms. His clients include Finance Canada, ABN AMRO, Bank of Canada, CAE, Mark Anthony Group, OPG, and RBS.  He is a frequent speaker at many executive development seminars on value creation and ABC/M. He is the author of textbooks, has published numerous articles in international journals and has won many national and international awards for his publications. He was recognised as “Leaders in Management Education” in Canada by National Post and described as “Mr. Value Added” by Ottawa Citizen.
Howard Johnson 

Howard E. Johnson, MBA, FCMA, CA, CBV, CPA, CFA, ASA, CF, CDir, is a Managing Director at Veracap Corporate Finance Limited in Toronto (  He has worked with business owners and executives of public and private companies on matters involving business valuation, acquisitions, divestitures and shareholder value creation.  Howard is the author of several books, including Building Value in Your Company (release pending), The Acquisition Value Cycle™ (Carswell, 2009), Corporate Finance for Canadian Executives (Carswell, 2007), Selling Your Private Company (CICA, 2005), The Valuation of Business Interests (CICA, 2001) and Canada Valuation Service (Carswell, periodical).  Howard has lectured on the subjects of business valuation, acquisitions and divestitures throughout North America, and he has been called upon as an expert witness on complex valuation matters before the Courts.

Roy Johnson 

Roy Johnson, MA, CRC, CHRP, Principal and Consultant of The Neutral Zone Coaching & Consulting Inc., is a psychotherapist, mediator and public speaker, Roy has worked with individuals, couples and families as well as business groups, health care organizations, educational institutions, community agencies and government departments over the past 15 years. He is a local and national conference speaker and trainer and co-author of "Turning Conflict into Profit" from The University of Alberta Press. Roy resolves hundreds of difficult workplace issues every year, ranging from interpersonal arguments to complex systemic, multi-issue conflicts. He is a certified Critical Incident Stress Debriefer, mediator, mental health therapist and a Certified Human Resources Practitioner. Roy holds a BA in Psychology from the University of Alberta and an MA from Simon Fraser University. He also holds a post-graduate Diploma of Education from the University of BC along with a Certificate of Conflict Resolution from the Justice Institute of BC.

Roy is a member of The BC Mediator's RosterThe Arbitrators and Mediators Institute of BC, the national Network for Conflict ResolutionAlternative Dispute Resolution CanadaFamily Mediation Canada, the Canadian Association for the Prevention of Discrimination and Harassment in Higher Education, and the BC Human Resources Management Association. In addition, Roy is a Panel Chair of the BC Employment and Assistance Appeal Tribunal and a mediator on the Police Complaints Mediation Roster.

Shelley Johnson  Shelley Johnson, CGA MBA, CFP and now BFA is a College Professor at Okanagan College as well as an emerging visual artist and photographer. She has been a CGA for over 30 years and a teacher for 15 years, in addition to managing a home based accounting practice .She is an educator in the areas of income tax, managerial accounting and strategic management, as well as a passionate advocate for the attributes that a creative education brings to the business world and to her business students.  She believes that creative problem solving “on the fly” is as necessary to accountants as it is to artists and revels in the opportunity to show the artistic side of her personality.
Shawn Jones 

 Shawn M. Jones joined Wells Fargo in 2006 and is currently a Senior Vice President and Regional Private Banking Manager for the Washington and Alaska offices with The Private Bank.  Shawn also serves as Market Leader in North Puget Sound. Shawn focuses on banking needs of High Net Worth clients of The Private Bank.

Prior to his current role with Wells Fargo Private Bank, Shawn was the National Loan Center Manager where he was included in all facets of credit underwriting, documentation, boarding, funding and servicing.  Additionally he was a Senior Lending Manager responsible for underwriting small business loans received from all 50 states and Canada.  Shawn has been in the financial services industry for over 30 years.

Tristan Jutras  Tristan Jutras, is passionate about fostering relationships using technology. His experience ranges from TV and radio broadcasting to web development, training, social media, marketing, and communications, including over 15 years' direct experience in online endeavors. As a media and technology expert, his enthusiastic yet thoughtful approach makes him a sought-after consultant by global brands and startups alike. Tristan is supervising producer and host for GetConnected Media, is an active public speaker and guest lecturer, and is a regular guest on Global TV BC News, discussing the latest in social media, apps, websites and tech gear.
Manu Kakkar 

Manu Kakkar, BSc.(Hons), CA, CGA, TEP, MTax is responsible for managing both Montreal and London offices. He has over 14 years of experience working in public practice with both mid-size and large multi-national CA firms, where he was promoted to tax manager. Manu provides specialized services in tax consulting and compliance. He has substantial expertise in corporate reorganizations; mergers, acquisitions, and divestitures; estate planning; employee and executive compensation; cross-border taxation; SR&ED tax credits; in addition to personal and corporate tax planning for owner/managers.

Manu has written extensively and is still currently writing for the Canadian Tax Foundation, and CA and CGA Magazines on numerous taxation subjects. His Master of Taxation thesis was awarded the top prize in his class, and was subsequently published in the Canadian Tax Journal.

Lecturer on various topics in taxation and estate planning for the Institute of Chartered Accountants of Ontario and the Ordre des Comptables Agrees du Quebec, and the Canadian Institute of Chartered Accountants, Canadian Tax Foundation and Society of Trust and Estate Practitioners. Lecturer for the provincial institutes of Certified General Accountants of  British Columbia, Alberta, Manitoba, Ontario and Quebec; London Entrepreneurial CA Group; Golden Horseshoe CA Discussion Group; Regina District Society and Zavitz Insurance/Jindal Financial Group and 2020 Canada.

Parveen B Karsan  Parveen B. Karsan, BBA, LL.BParveen is an Associate with Lawson Lundell LLP and practices in corporate tax, with an emphasis on cross-border transactions, mergers and acquisitions and domestic corporate reorganizations. She also assists clients in the resolution of their tax disputes. She has completed all three parts of the Canadian Institute of Chartered Accountants' In-depth Tax Course as well as the In-depth G.S.T. Course. Parveen has acted as Contributing Editor to Taxation of Canadian Mining (Carswell, 2009 Update) and is presently the editor of the Canadian Tax Law Blog ( 

Parveen recently presented with Reinhold Krahn at ‘Legal Toolkit for Public Practitioners, CGAs and Controllers’ (October 2011) for CGA-BC, has presented at World Services Group Tax Meetings and is an in-house presenter on tax issues. Parveen is a member of the Law Society of BC, Law Society of Alberta, Canadian Tax Foundation, and the Canadian Bar Association.
Duncan (cropped)   Duncan Kent, BA, MA, Duncan Kent has worked for almost 30 years as a professional business and technical writer, documentation consultant and educator. He is the principal of Duncan Kent & Associates Ltd., one of Canada’s leading technical communications firms. Since 1990, the firm has successfully completed more than 300 documentation projects of all kinds. He holds a Master of Arts degree from UBC and in 1990 was awarded the designation of Certified Management Consultant. Duncan’s writing workshops have been conducted across Canada, primarily to government and publicly-funded organizations, and in-house to more than 70 organizations. He is a founding member and past president of the West Coast Chapter of the Society for Technical Communication (16,000 members worldwide). 
Ed_Kroft  Edwin (Ed) G. Kroft, QC, LLB, LLM, CGA (Hon.), is a Partner in the Tax Group of Blake, Cassels & Graydon LLP Solicitors.   He has appeared on behalf of clients before the Supreme Court of Canada, the Tax Court of Canada, the Federal Court of Appeal, the Federal Court of Canada and the Supreme Court of British Columbia and has represented clients frequently in tax disputes involving Canada Revenue Agency and other tax authorities. He is involved in negotiations with Competent Authority in major transfer pricing disputes and has been, and continues to be, involved in a number of tax cases for major Canadian corporations. 

Keon J. Kwan, CGA, CPA (VT), CFE, is the principal of Keon Kwan & Company. Prior to becoming a sole proprietor, Keon was the audit partner with a large CGA firm for seven years specializing in providing accounting and audit services to public companies and not-for-profit organizations. Keon has been in public practice since 1987 and has accumulated over twenty years of extensive audit experience with several different accounting firms in industries, public and private companies, and not-for-profit organizations.  Keon is currently a public practice reviewer and a contributor to the CGA-Canada Public Practice Manual.  Keon is a former member of the CGA-BC Public Practice Advisory Committee, the BC Auditor Certification Board and the BC Accounting Policy Advisory Committee.

Ernest Lang  Ernest Lang, is Co-founder & Principal, Meritus Financial Inc. His experience includes being the CEO of a national consumer products company and co-founding an international joint venture manufacturing enterprise. He was also a founding partner of a leading investment management practice at Canada’s largest bank-owned investment dealer where he became a prominent practitioner specializing in estate planning and insurance based alternative investments. With his experience in founding, owning and leading several significant business enterprises – and additional experience in the finance, real estate and investment management industries, Ernest advises corporations in diverse industries on how to use insurance as an alternative asset class with better risk-adjusted return characteristics than traditional asset classes and portfolios. He regularly presents these strategies at global accounting and advisory firms, financial and investment conferences, and has been an invited lecturer at the university level.
Lionel Laroche 

 Dr. Lionel F. Laroche, President, MCB Solutions, has provided job search and career management services to over 25,000 people on four continents in the past 14 years. He specializes in helping technical professionals and organizations reach their professional objectives in rapidly changing and unfamiliar environments. He has written two books, “Managing Cultural Diversity in Technical Professions” and “Recruiting, Retaining and Promoting Culturally Different Employees”, which have both sold over 5,000 copies.

Lionel has worked with many organizations in the resource and energy sectors (Syncrude, Total, ConocoPhillips, Kinross Gold, Goldcorp, etc.) as well as engineering consulting firms (SNC-Lavalin, WorleyParsons, etc.). His work makes extensive use of his 12 years of international experience as a product / process development engineer.


 Darci LaRocque, founder of Swirl Solution Training and Consulting, believes that that education is the key to a positive return on your technology investment and realized cost savings. Darci is famous for taking scary technology and making it your best friend.  Her approach is that no question is silly because someone somewhere is thinking about the same thing as you.  Darci is a Certified Novell Engineer (CNE), Microsoft Certified Professional (MCP) and BlackBerry Certified Support Specialist (BCSS).  She has appeared on the National technology show, Get Connected TV, offers Tech Tips on Global’s BC1 and recently teamed up the Steve Dotto, from Dotto Tech TV, for his roadshow on productivity training. Swirl Solutions is one of only a few organizations that focus specifically on Smartphone and Tablet training with email integration.  Swirl Solutions offer webinars, video's, private and in-house Corporate training.

Joanne Loberg 

Joanne Loberg, BA, CMP, CEC, is a Certified Executive Coach with over 20 years’ experience in leadership and career coaching. She has coached over 1,000 executive, management and professional clients and facilitated over 450 career management workshops. In addition to her Bachelor of Arts in psychology, Joanne has received her International Career Management Professional certification and she is a Myers-Briggs Type Indicator Qualified Practitioner. She is a member of the BC Human Resources Management Association, the Association of Career Professionals International and the BC Organization Development Network.


lomax  Michael Lomax, is a mediator, lawyer and trainer in private practice in Victoria.    Michael’s mediation work, most of which is family mediation, makes up approximately 80% of his law practice. He has previous experience as the director of a federal government mediation centre, where he was responsible for promoting the department’s workplace conflict resolution program and supervising a team of mediators and trainers.  Michael is also a busy collaborative practitioner and is a member of the local Victoria group as well as the BC Collaborative Roster.  Michael is an experienced trainer having organized and delivered many workshops and trainings for lawyers and mediators.   He is also an affiliate trainer with the High Conflict Institute in San Diego, CA.  Michael is a member of the Board of Directors of Mediate BC.
leslie-ann Marriott 

Lesley-Ann Marriott, CEC, PCC, is a Certified Executive Coach with advanced credentials held for the proven coach; Professional Certified Coach.  A former Executive in the food industry, Lesley-Ann has over 20 years of leadership and management experience.  She has facilitated 100’s of corporate partnerships at the most senior levels of the world’s largest food companies – Coca-Cola, Procter & Gamble, and Nestles. Contracts in excess of $50 million and managing sales of over $2.5 billion were negotiated based on dynamic, collaborative partnerships. 

Lesley-Ann is a faculty member of CGA-BC's Certificate in Executive Leadership Program. She is Associate Faculty at Royal Roads University, Victoria, BC & assists in developing coaches in the Certificate for Executive Coaching program. 

Lesley-Ann has the expertise to guide individual/organizational performance and specializes in coaching leaders who are intent on creating high performance teams.  She is a trained facilitator in the Heart of Coaching workshop, a proven process for creating coaching cultures. Lesley-Ann is the principal of Marriott Management Group – a consortium of expert coaches and leaders, each with excess of 20 years experience. 

Gavin_Marshall   Gavin Marshall's, BA (Hons), LL.B, focus is providing strategic human resources and employment advice to clients.  He has a broad range of knowledge in the areas of employment and labour law, wrongful dismissal and contract disputes, enforcement of restrictive covenants, labour relations law and picketing issues.  Gavin is also an active member of HRMA and a frequent speaker at Continuing Legal Education Seminars.  Gavin is the author of the “BC Employment Standards Act: Quick Reference”, and in 2006 was listed by Carswell as one of Canada’s top employment lawyers.
Lori Mathison 

 Lori Mathison, BCom, LLB, BCL, CGA, is the managing partner of Dentons' Vancouver office and a partner in Dentons' Tax Law Group. She provides specialized tax advice to assist clients with domestic and cross-border transactions. Her practice involves tax planning, negotiating and documenting complex corporate transactions. Lori has extensively advised on cross-border structuring, flow-through shares and various types of tax credits.

Lori has written and presented on a number of topics in the area of taxation for the Canadian Tax Foundation, Continuing Legal Education, Canadian Institute of Chartered Accountants, Insight, Certified General Accountants, the University of British Columbia and Simon Fraser University. Lori also has presented at the Senior Resource Practitioners Institute Conference and the Canadian Institute of Natural Resources Conference. She is the Assistant Editor of Canadian Resource Taxation.

Lori’s specialized expertise is built on her background as an accountant, as she is able to combine her practical accounting knowledge with her skills as a tax lawyer. She also draws upon her considerable Board experience to provide practical business guidance to her clients. 

E_McArthur  Emma A. McArthur, LLB, is a lawyer practicing with Bull, Housser & Tupper LLP, Vancouver.  As a member of the Wills, Trusts & Estates Practice Group, Ms. McArthur assists clients with all of their estate planning needs, which includes the preparation of wills, trust documents, powers of attorney, and representation agreements.  Ms. McArthur also provides legal opinions and advice to clients on estate and trust administration, estate litigation and charitable giving.  She is a member of the Vancouver Estate Planning Council and Treasurer of the Wills and Trusts Vancouver section of the Canadian Bar Association.
Andrea   Andrea MacDonald, Microsoft Office Specialist Certification (MOUS) for Word, Excel, PowerPoint, Outlook Andrea has been teaching people how to get the most out of their computer software since 1997. A “natural teacher” Andrea provides clear examples, and uses analogies and mnemonics to facilitate the learning experience while making it fun and memorable. Incorporating illustrations from a student’s industry or field, she helps users see how features can benefit them directly.

Dr. Nancy MacKay, challenges CEOs and executive teams to raise the bar on their ability to accelerate business results. She has transformed the way CEOs and executives are leading their organizations to win the war for talent. She serves as the CEO coach and facilitator of 8 CEO networks consisting of over 100 CEOs. In 2008, Nancy was named as one of Canada’s Top 100 Most Powerful Women. Her work as a CEO Coach, senior consultant, former professor and keynote speaker has taken her from New Zealand to Europe, Asia and throughout North America. She also serves on the Board of Governors of Simon Fraser University and is the co-author of the book “The Talent Advantage” by Wiley (with Dr. Alan Weiss).

DMaduke_Grey   Daryl Maduke, BSc, CA, is an International Tax Partner in the Vancouver office of BDO Canada LLP. Daryl has over ten years of experience in public practice, primarily focusing on tax accounting and serving domestic and foreign companies in both the private and public sectors. He specializes in taxation for Canadian companies with international operations, with significant experience in both Canadian and international taxation.  Over the years, Daryl has developed an extensive international network of tax resources within the international BDO network, which he uses to provide seamless global tax services to his clients. As a previous member of our audit group, serving both Canadian and US listed public companies, he also has a thorough understanding of financial reporting taxation requirements.
mcgarva  Dave McGarva, BA, BEd, MBA, CMA is a Partner with Acton Consulting Ltd.. He is a professor for the University of Alberta business program. Specifically, he instructs in the Management Development Program, educating in management and leadership competencies, and the Senior and Executive Managers’ Development Program, designed to help senior and executive managers with their leadership skills. Dave also instructs in the CMML (Certificate in Municipal Management Leadership) program.

Dave has been acknowledged for his work, first with an Alberta Premier’s Award of Excellence in 2003 and 2005 (silver), and recently with the Northwest Territories Premier’s Award of Excellence in 2012.
Dan_McNeill  Dan McNeill, CPA (VT), CGA, is the principal of D J McNeill Consultants Inc., a firm devoted to providing services to accountants in public practice. Dan has over 25 years experience as a public practitioner, has contributed extensively to the CGA-Canada Public Practice Manual, and is a public practice reviewer. His clients include many small firms who use the “virtual partner” consulting services or his company’s Templates for CaseWare Working Papers, which include the CGA checklists as well as productivity-enhancing working papers and financial statements. 
Milton  E. Jane Milton, LLB, BA, Q.C., acts as counsel at Bull, Housser & Tupper LLP in the area of civil litigation with a practice focus on insolvency law, estate and trust law, and corporate/commercial matters. In her insolvency and restructuring practice, Jane has acted for lenders or lending institutions in respect of both corporate and personal claims and has appeared as defence counsel in actions involving lender liability, breach of trust, bankruptcy proceedings and actions brought pursuant to the Companies Creditors Arrangement Act. She has acted as defence counsel for several financial institutions in a number of Class Action Proceedings. Jane has also acted as counsel for receivers, monitors and trustees in bankruptcy, and for directors and officers in insolvency proceedings.

In addition to her insolvency litigation practice, Jane has also developed an extensive practice in the area of trust and estate litigation. She has acted as counsel for individual and professional executors, administrators and trustees in numerous disputes relating to the validity of wills, the interpretation of trusts and wills, wills variation claims, and administration of estates and trusts.
Christopher Molineux 

Chris Molineux, was educated in Canada and the U.K. and has had over 20 years experience as a stand-up comedian performing at Just for Laughs and working with the likes of Jerry Seinfeld, Jim Carrey and Ellen DeGeneres. He has also done voices on Inspector Gadget and Madeline, worked as a staff writer at Electronic Arts and owned his own event organizing company. Chris has been working as a public speaking and communication skills coach since 1998 and his unique one-on-one approach offers immediate and practical solutions in the areas of public speaking and teambuilding. Most recently he worked as the communication skills coach for the Coca Cola Olympic Torch and Olympic site teams and provided the voice that began the Olympic opening ceremonies.

Clients Include: L.G, Skyworks, Coca-Cola, Toast Masters, Business and Professional Women’s Network, Sales and Marketing Executives – Victoria (SME), Numerous individuals and Chambers of Commerce, S.A.P.(Business Objects), TD Canada Trust.

Gene Moses 

 Gene R. Moses is a US Cross Border Business and Personal Injury Lawyer and a Foreign Legal Consultant licensed by the Law Society of British Columbia. Gene is a 1971 graduate of Western Washington State College in Bellingham, Washington and a 1975 graduate of Gonzaga University School of Law, a member of the Washington State Bar Association and is admitted to the practice of law by the Washington State Supreme Court, United States District Court, United States Court of Appeals, United States Tax Court and the United States Supreme Court.

In 34 years of practice Mr. Moses has taken pride in providing legal services to international businesses with a tradition of business ethics and professionalism. Mr. Moses currently represents approximately 350 United States corporations with stockholders in the United States, Canada, Taiwan, China, Thailand, Germany, France, Belgium, United Kingdom, The Netherlands, Japan, Russia, Norway, Australia, Philippines and New Zealand.

Since 1986 Mr. has devoted a majority of his practice to representing international companies transitioning and expanding into the United States market.

Mr. Moses is a frequent speaker at seminars on the formation of legal entities and governmental registrations in the United States.  In addition to being a sponsor of the Doing Business in the USA seminar offered throughout Canada, Mr. Moses has given presentations in conjunction with the Canadian Consulate, Western Economic Diversification, BC Wood Specialties Group, the International Trade Center, the sponsors of Calgary Small Business Week, Team Canada Inc., PACE—Pacific Corridor Enterprise Council, various Canadian Chambers of Commerce and the Institute of Chartered Accountants of BC.

Sean_Muggah  Sean Muggah, LLP, is a corporate and commercial partner at Borden Ladner Gervais LLP. Sean practices corporate and commercial law in the areas of mergers, acquisitions and re-organizations, energy-related transactions and public private partnerships. He also advises not-for-profit organizations and charities.  Sean has experience with a wide variety of corporate transactions in the forestry, chemical, engineering, transportation, mining, pharmaceutical, financial services, software and manufacturing sectors, and in the preparation, review and negotiation of P3 contracts. He also advises participants involved in electrical energy related projects, including public/private ownership arrangements and power purchase agreements.
Guy Nasmyth 

Guy Nasmyth, PhD,is a dynamic, informed, and thought-provoking trainer and speaker.  His lively and interactive workshops, seminars, and keynote presentations help participants to understand and work with the art and science of excellent leadership.  Guy’s focus on combining theory and practice results in highly engaging presentations that inform and entertain.

Guy’s focus reflects his comprehensive understanding of human development and organizational systems.  His doctoral studies examined the theory and reality of how people collaborate in successful endeavour.  A combination of neuroscience, complexity theory, and psychology underscores his highly accessible and relevant presentations.  Participants who have attended Guy’s workshops and presentations are struck by the clarity and immediate application of their newfound knowledge.

Guy works with both public and private sector clients and practices globally with experience in India and throughout Southeast Asia.  His work with organizational clients combined with his work as faculty for graduate programs at Royal Roads University and the University of Victoria keeps him current with both theory and practice.  Whether the focus is leadership, change, teamwork, or employee engagement, the result is enhanced collaboration and organizational effectiveness.  If the goal is to work together more effectively, or to discover untapped potential in teamwork and outcome, Guy’s work is relevant, proven and fun.

John Nicola 

John Nicola, CLU, CHFC, CFP, is Chairman & CEO, of Nicola Wealth Management. He has been in the financial services industry since 1974. He provides strategic leadership to Nicola Wealth Management and continues to exercise his passion in providing innovative solutions to clients’ complex problems. His areas of expertise include wealth accumulation and management through the use of trusts, creative pension and insurance arrangements, and professional investment managers. He is a Founding Member of CALU (Conference for Life Underwriters) and has continued to contribute to the organization for example, by serving as the Chair for the 2003 annual meeting.

don nielsen   Don Nilson, BCom, M Sc (Bus Admin), CMA, FCMA, CFP, TEP, has been a Portfolio Manager with the B.C. Securities Commission since 1994. In 2006, Don was admitted into the International Society of Trust & Estate Practitioners. Since 1980 Don has lectured in accounting and tax topics for UBC, the Society of Management Accountants of B.C., the B.C. Real Estate Association and CGA-BC. He is presently the team leader for the delivery of the Taxation 1 course in the Internet across Canada and internationally for the Certified General Accountants.  He has been involved in developing national exams and curricula for the professional accounting bodies. Don delivers  seminars on practice management and taxation issues within the profession and across Canada.
Dewayne osborn 

DeWayne Osborn, BA, M.P.Ed, CFP, CGA, is the General Manager, Compliance Officer, and in-house expert on charitable and planned giving at Lawton Partners. Prior to joining the firm in 2000 he worked for the Health Sciences Centre Foundation as Director of Planned Giving. As a Certified Financial Planner and Certified General Accountant with more than a decade of experiencing serving in senior positions of not-for-profit organizations, DeWayne has become one of Canada’s leading authorities on planned giving. He is a much-sought-after speaker, consultant and advisor on the complexities and tremendous financial and philanthropic benefits that can be achieved by applying tax-effective strategies for gifting real property, cash, securities, life insurance products, either today or through the will.

Mark Ostry  Mark Ostry, 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 served on the Board of the Central Okanagan Foundation and acted as treasurer for the district Child Development Association. 
Jim Otar 

Jim Otar, CFP, CMT, BASc, MEng, is a certified financial planner, financial writer, market technician and a professional engineer. Jim completed his B.A.Sc. degree in Mechanical Engineering at the University of Toronto in 1975. Subsequently, he received his M.Eng. degree at the same university. He started his financial planning career in 1995.

He is the author of three books; the most recent one is called “Unveiling the Retirement Myth – Advanced Retirement Planning based on Market History”. He also contributed content for Canadian Securities Institute courses on distribution planning. He has written numerous articles and portfolio reviews for various magazines internationally. He is quoted in the news media on retirement and financial planning issues.

Jim's expertise stems from applying his engineering and technical analysis background to retirement planning. His article series in Retirement Planning won him the prestigious CFP-Board Award in 2001 and again in 2002. Jim gives workshops on advanced retirement planning across the country. He is the founder of

 Vaughn Palmer 

Vaughn Palmer is an award winning journalist, Palmer is the Vancouver Sun's provincial political columnist, a legislative correspondent for Global Television and host of the weekly program Voice of BC on Shaw TV and a regular commentator on a radio station CKNW in Vancouver and on station KUOW in Seattle.

Palmer is a recipient of the Hyman Solomon Award for excellence in public policy journalism and a co-recipient of the Jack Webster award for reporting.

Palmer examines an extensive range of issues, personalities and scandals that have come to define BC's volatile political scene.

David Parlato   David L. Parlato, CPA, has been in public accounting since 1996. He began his career with Arthur Anderson, where he assisted large multistate and multinational clients prior to joining Moss Adams in 2001. David’s focus at Moss Adams has been on domestic and international corporate, partnership and LLC taxation and planning, with particular emphasis on manufacturers and technology companies. David’s technical expertise and familiarity with tax and structural issues faced by large multi-jurisdictional organizations make him a key player in Moss Adams’ Puget Sound region tax group. David is a regular contributor to the firm’s International Update newsletter and has experience presenting and explaining technical topics to management and professional audiences.
Eileen Pease 

Eileen Pease, BA, B.Ed., M.Ed., CHRP is President of Dynamic Learning Inc., a company devoted to helping key people be more effective through coaching and training. As a facilitator she has led executive, supervisory and management groups across Canada and the United States. Eileen is a senior associate of the Management Research Group (Portland, ME) and she facilitates their assessment-based development system in Leadership 360º™ and Strategic Leadership Practices™.

Eileen loves to work with you and your brain. She has 25 years of experience teaching Speed Reading as well as many courses related to thinking and interpersonal skills in the workplace. Recently she tapped into the most up to date knowledge on brain research to write a book called “Get More Power from Your Brain”. Eileen knows how to help you get the most value out of your own reading time, concentration, memory and thinking as well as that of your employees.

Every year, Eileen delivers a number of different training sessions for many of the Provincial CGA’s and Institutes of Chartered Accountants across Canada.

Eileen has a B.A. (Psychology), B.Ed., Dalhousie University and a Masters in Education from Mount Saint Vincent University.

Grant Penner(2)   Grant Penner, is a founding partner of the Berrant Group, an international training and facilitation firm based in Vancouver BC.  Since 1995 The Berrant Group has been helping clients by providing practical, hands-on business skills training as well as planning facilitation and consulting services.  Their approach in the classroom balances the teaching of solid, core managerial skills with their firm belief that learning needs to be interactive and fun to be most effective.  Grant has facilitated hundreds of workshops over the past twenty years for both private and public sector organizations including UBC, the Coast Mountain Bus Company and Kal Tire.  He has been providing PD seminars for CGA -BC since 2003. 
Jim Pettinger   Jim Pettinger is president of International Market Access, Inc.  helping Canadian companies market and distribute profitably in the United States. He is a Canadian citizen who has owned a business in Washington State since 1984. His company provides office, warehouse, distribution and return/repair services for more than 130 Canadian companies that market and distribute to USA markets. Jim is a frequent speaker on the topic of ‘Doing Business in the USA’, and has participated in several export seminars conducted by the British Columbia and Canadian governments. He is currently a director of PACE – Pacific Corridor Enterprise Council, a private-sector cross-border trade association.
Sherry Price 

Dr. Sherry Price, is a professor in Human Resources at the Okanagan School of Business at Okanagan College and earned her DBA at the University of Southern Queensland, Australia.  She also holds her CHRP (Canadian Human Resource Professional) designation.  She teaches primarily in the area of business research and strategic management and her research interests include performance management and strategic human resources.

Stephen Priddle 

Stephen Priddle, BCom, CPA, CA, CMA, is Vice-President, Finance and Corporate Secretary of SureWx Inc. 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. Seasoning the mix with a dose of accounting humour, he serves up useful and dynamic seminars, 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, presents accounting seminars in CGA contexts as well as for other accounting organization in Canada and internationally. He 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.

Ray   Michelle Ray, CSP, is a highly sought-after international keynote speaker, author, trainer and consultant who demonstrates a deep understanding of the consequences of low morale, lackluster service and ineffective leadership in the workplace. Michelle’s core message: "Leadership - An Inside Job", resonates with audiences at any level, as she reminds her attendees that leadership is a mindset, not a job title.  Born in Australia and now residing in Vancouver, B.C., Michelle began her career in the media industry during the recession of the early 80's. She was once told by management that she "didn't have what it takes" to succeed in the business world. With self- doubt and a lack of mentors, Michelle was inspired to create her own successful international business. She speaks passionately about personal responsibility, the impact of attitude in the workplace, the importance of outstanding leadership and the value of positive communication and influence.

Michelle’s motivating keynotes and interactive presentations have a thought-provoking, amusing, common sense message. Her limitless energy, masterful use of humour and down to earth approach has earned her respect and appreciation by audiences around the world. Michelle Ray’s depth of knowledge and powerful message is guaranteed to energize, inform and inspire workplaces across the globe!  She is currently working on her book Leadership – An Inside Job.
Jonathan Robinson 

 Jonathan Robinson, MA, MFCC, is an Associate with Frank Sanitate Associates. He is a psychotherapist, author, and professional speaker from Santa Barbara, California. Jonathan has reached over a million people around the world with his practical methods, and his work has been translated into 47 languages. Jonathan has appeared on the Oprah Winfrey and other TV talk shows, CNN, and CNBC. Among his books are: Shortcuts to Bliss, Instant Insight: 200 Ways to Create the Life You Really Want and Communication Miracles for Couples. His specialty is teaching people simple techniques that can have a profound impact on the quality of their lives.

diane ross 

Diane A. Ross,  is lawyer, mediator, and certified executive coach. She works with leaders and professionals in the areas of personal effectiveness, effective negotiating, challenging conversations and dealing with difficult people.

Diane provides customized workshops and keynote presentations as well as one on one executive coaching. Diane trained in Advanced Negotiations: Managing Difficult Conversations and Mediation at Harvard Law School.

alan salmon 

Alan Salmon ASc, PHF,  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 150 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%.  He is much in demand as a public speaker and travels extensively across Canada and the United States to speak at major computer conferences.  

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. 

For more information on K2E and Alan, see 

Frank Sanitate 

Frank Sanitate, BA, MBA, is president of Frank Sanitate Associates, which he established in 1977. He and his firm develop and present transformational workshops for professionals. He has taught tens of thousands of CPAs, lawyers and other professionals. Frank has published Don't Go To Work Unless It's Fun: State-of-the-Heart Time Management and Transcending Organized Religion: An Ex-Monk Sorts Through the B.S. He was previously a manager at the American Institute of CPAs, and before that, a high school English teacher.

Glen schmidt 

Glen Schmidt, FCGA, is president of GTS Seminars. He has presented numerous accounting, tax and auditing seminars for CGA provincial associations and other organizations. Glen is the co-author of Internet-based learning projects. He is the thought leader for Taxation on PD Net, which is part of the CGA Canada Competency Framework, and the former course author for Taxation 1. Previously, Glen had 26 years of experience with the Canada Revenue Agency, primarily in the audit, verification and enforcement and appeals divisions of the CRA. Glen was a member of the Panel of Experts, Taxation, for the International Monetary Fund, and in the last seven years Glen has worked on tax modernization, administration and reform projects in Asia, the Caribbean and Central America. 

Joel Shapiro  Joel Shapiro, Ph.D., President of Advanture Consulting, helped save his third generation family business; designed and facilitated more than 30 different leadership and organizational development programs for more than 40 client firms, including Atco, BC Hydro, Enmax, Husky Energy, ICBC, LaFarge, Providence Health Care, and WestJet; and has conducted more than a dozen original PD programs for CGA-BC. 
Nick Shepherd   Nick A. Shepherd, FCMC, FCCA, FCGA, is President of EduVision Inc. a management consulting and professional development company that he has owned for over twenty years. Prior to this Nick held a number of financial and management positions in the private sector.

Nick has been delivering professional development workshops for over fifteen years and to an audience in excess of 14,000 participants. In 2007 Nick received the President’s Award for Education from CGA British Columbia.

Nick’s consulting business focuses on leadership development, ethics and values, governance and planning, service, quality, sustainability, intangibles and corporate social responsibility. His work has taken him across Canada as well as to the US, the UK, the Caribbean and Central Asia.

Nick holds a Fellowship in the Chartered Certified Accountants of the UK, Fellowship in the Certified Management Consultants, Fellowship in CGA of Ontario and a Fellowship in the Chartered Management Institute in the UK.
Terry Small 

Terry Small, B.Ed., M.A., is a master teacher and learning skills specialist. He has taught for 28 years at elementary school, high school and university levels. His knowledge, warmth, humour and dynamic presentation style has made him a much sought-after speaker workshops and conferences. Terry has been on television, the radio and in the press. He recently appeared on BCTV, CKNW and Student Success. He has presented his ideas to over 95,000 people.

Terry believes, "Anyone can learn how to learn easier, better, faster, and that learning to learn is the most important skill a person can acquire." He guarantees better grades in less time, increased confidence and more fun in learning!

Terry's wealth of teaching experience and extensive involvement in the development of study strategies and techniques make him an outstanding resource of the educational community. He resides in Vancouver, Canada, where he is a frequent lecturer at Simon Fraser University and the University of British Columbia.

Terry Small's Philosophy is simple: "Success is a skill anyone can learn."

Rod Stables 

 Rod Stables, BEd, MA, is an expert in the field of reading productivity. He holds a Master’s degree in Language Education from the University of British Columbia, and works as a consultant and educator for both business and educational clients. Rod has been designing reading programs over the past 35 years for the public school system, corporate clients, as well as teaching Executive MBA Reading Programs for Simon Fraser University and University of British Columbia. Rod has worked with all levels of management and government agencies for employee training. His latest project is completing an online platform for interactive course delivery. He is a highly motivational instructor who strives to bring out the very best in his clients.

Megan Stanfield 

Megan Stanfield is a Vice President for the North Puget Sound region of Wells Fargo Private
Bank. As part of The Private Bank, Ms Stanfield works with clients to understand their needs
and then coordinates a team of specialists to provide clients with wealth management
services, including banking, credit, investment management and trust and estate services
through Wells Fargo Bank, N.A., as well as brokerage services through Wells Fargo Advisors,
LLC and Wells Fargo Investments, LLC.

Prior to joining Wells Fargo, Ms. Stanfield was Vice President and Team Leader at Sterling
Savings Bank in Lynden, Washington for eight years, where she specialized in private
banking for the affluent and international markets. She has been in the financial service
industry for over 20 years.

Ms. Stanfield earned her bachelor of arts degree in Communication/Public Relations at
Pepperdine University and her master of business administration from the Graziadio School
of Business and Management at Pepperdine University.

Nathan Tash   Nathan Tash, BA, CGA, has worked in public practice for over 10 years and is the managing partner of Tash Brager & Associates, a Certified General Accountant firm located in North Vancouver.  Tash Brager & Associates provides a wide range of accounting, tax, advisory and compliance services to an extensive client base comprised of owner-managed businesses, professional corporations/proprietors and individuals.  Nathan is actively involved in CGA-BC as a facilitator of the Practice Management course and CGA-Canada with Professional Applications 1 and Professional Applications 2 standard setting.
C_Theriault  Carmen S. Thériault, Q.C., is a partner of Bull, Housser & Tupper LLP, Vancouver. An estate planning specialist, she regularly advises on the establishment and administration of domestic and offshore trust structures, business succession issues, estate administration, charities law and related litigation. Carmen is the editor and co-author of Widdifield on Executors and Trustees, 6th ed.  She is also the Past President of the Estate Planning Council of Vancouver and the past Chair of the Lions Gate Hospital Foundation.  Carmen is a member of the Society of Trust and Estate Practitioners ("STEP"), a fellow of the American College of Trust and Estate Counsel and a member of the International Academy of Estate and Trust Law.
David Thompson 

David Thompson BComm, LLB, is a registered trust and estate practitioner certified by the Society of Trust and Estate Practitioners. David  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.

David has lectured on taxation for the Association of Certified General Accountants of British Columbia, the Continuing Legal Education Society of British Columbia, the Institute of Chartered Accountants of British Columbia, the Law Society Professional Legal Training Course, Canada Revenue Agency and at various professional development seminars including the national and provincial tax conferences of the Canadian Tax Foundation and the national tax conference of the Canadian Institute of Chartered Accountants.

David is the Vice President of the Deep Cove Action Committee and a director of the Canadian Avalanche Foundation.

Mike Thompson 

Mike Thompson, CMC, is former Associate Vice-President, Business Development with Royal Roads University Corporate Education and currently Associate Professor, Management Consulting with the Faculty of Management at RRU.  Prior to this, he was Senior Manager, Business Development for TD Commercial Banking with over 20 years commercial banking experience gained in the UK, Ontario, and BC.  His has an Honors Degree in Economics from the University of Manchester and a Diploma in Land Economics from the University of British Columbia.  Professional certifications include Fellow of Institute of Canadian Bankers (FICB) and Certified Management Consultant (CMC).

He is a Trustee representing CMC Canada within the International Council for Management Consulting Institutes (ICMCI), and a Director of the Institute of Management Consultants of BC (IMCBC), and was instrumental in forging the recent alliance between the CAMC and the Faculty of Management to establish the Management Consulting stream within the current MBA program.  He holds a visiting professor appointment at the Grenoble Graduate School of Business where he teaches Management Consulting to MBA program students.    

Mike has co-authored Business Diagnostics, with Richard Mimick, former Professor of Management Accounting at Ivey School of Business and Tourism Business Diagnostics co-authored with Richard Mimick and Frank Bourree.


Sylvia Tishler, is a renowned speaker, confident educator and savvy role model. She is the professional’s aide to confidence building. From alleviating public speaking jitters, to establishing teamwork, and fostering refinement, she, in all sense of the word, overhauls the way we do business to assure success and profitability. Certified as an adult education instructor, Sylvia focuses in communication and soft skills training. Having received her Facilitator’s Certification from the Protocol School of Palm Beach, Sylvia adds the art of business protocol and etiquette to her curriculum rounding out the learner’s professional development with elegance and decorum. She likes to say that she can put the polish on your framework of expertise.

Also at the Frameworks Finishing Academy, programs in Service ExcellenceTeamworks, Business Protocol and Dining Decorum, are recognized in business circles as the way to motivate and bond employees, instill customer service excellence, show credibility, and peak the profits.
Sylvia’s programs are accredited with both the Optometric Assistants of Canada, Opticians Associations of Canada and The Certified General Accountants Association of British Columbia. She is also on the faculty of instructors for CGA-BC's Certificate in Executive Leadership Program. As a regular keynote speaker, Sylvia has spoken for a long list of companies locally, nationally and internationally.

 trefanenko  Jason Trefanenko, CGA is the managing partner in a mid-sized CGA firm McLaren Trefanenko Inc.

His 15 years of public practice experience, first as an employee of a boutique audit firm, then as sole practitioner, and now in his present firm as the managing partner has had one common theme, doing things better and more efficiently.

Staff and practice development are a primary focus in all of his efforts.

Prior to starting his career in Public Practice, Jason worked as an accountant in the legal industry, working for one of the largest and oldest Canadian law firms.  He was involved in such projects as partner compensation modelling, revenue budgeting, reporting and process automation.

Jason has a very high expectation of his staff, however he recognizes the importance of providing the right tools and training to help them succeed.  His easy going management style and sense of humour allows him to deliver his expectations and training effectively.

In addition to operating a successful accounting practice, Jason is currently a member of the Public Practice Advisory Group.


Rhonda Victoor is an expert in the rituals of high performance. It was those rituals that lead her to become the World Effective Speaking Champion after winning competitions in Ecuador (while pregnant) and Japan (only 2 weeks after giving birth to her first child). 

Since founding Incite Coaching in Kelowna, BC, Canada over a decade ago Rhonda has coached professionals across Europe, North and South America. When they apply these rituals her clients become wildly effective and deeply satisfied, true signs of high performance.

For her significant contribution to the community she received the prestigious Young Woman of Distinction award and the BC Chamber of Commerce recognized her as one of their Best and Brightest entrepreneurs!

Coach Victoor is widely published: her co-authored book, Awakening the Workplace, and her audio-book, Out with Schmoozing: Keys to Successful Networking, will inspire success in business and personal life.

Victoor lives by the words of the great Star Wars Jedi master, Yoda "Try not. Do. Or do not. There is no try."

Gabriel Vitus   Gabriel Vitus, MSc, PEng (SA), is currently the Vice-President of Business Information Systems for CGA-Canada where he is involved in many strategic initiatives. His previous senior positions include the Director of IT at CGA-Canada, General Manager of the CGA Shared Services Facility Corp. and the acting Executive Officer Operations of Metro Electricity, Johannesburg. Professional activities include: member of the Board of Directors of the CIO Association of Canada, member of the Institute of the Electrical and Electronic Engineers, senior member of the South African Institute of Electrical Engineers and member of the Engineering Council of South Africa. He is a contributor to the technology columns of both, CGA-BC and CGA-Canada magazines and frequently presents technology seminars to CGA members.
 Gerry Wahl  Gerry Wahl, B.Comm (Actuarial Science), CMA, MBA.  Gerry’s background is accounting, taxation, treasury and finance and has been responsible for major systems and business re-engineering projects. He has worked for CRA as a business auditor, as a mine controller and the assistant treasurer for Cominco Ltd.  and Teck Resources, and was the treasurer for Teck Cominco Alaska Inc.  Gerry has expertise in the areas of environmental and reclamation regulations and security, WCB, Post Retirement Benefits and LTD. As the Assistant Treasurer and Investment Manager for Teck's numerous global pension programs, Gerry has acquired a unique background and financial and investment expertise in the area of pensions and now provides pension and accounting consulting services for businesses and professionals. Gerry facilitates pension seminars for the CMAs and Federated Press, is a frequent presenter at national pension conferences and seminars and has had several articles published on pension topics. He is member of the Financial Executive Institute pension committee and has been actively involved in pension reform in Canada.
Mark Walsh  Mark Walsh, FCA, has been a Principal at the Accounting Standards Board (AcSB) since 2003. Amongst other projects, Mark was directly involved in the creation of Accounting Standards for Private Enterprises (ASPE). He continues to provide staff support to the AcSB on these standards in addition to a number of IASB projects including Leases, Revenue and Joint Arrangements.  Mark is a past member of the AcSB and past member and Chair of the Emerging Issues Committee.
Prior to joining the AcSB, Mark spent 30 years with Imperial Oil in Toronto and Calgary where he was responsible for all financial reporting.

Mark is currently a director of Financial Executives International – Canada, Vice Chair of the Canadian Financial Research Foundation and a board member of Kerry’s Place Autism Services.

Mark has a B.SC. (Econ) from the London School of Economics and an MBA from the University of Chicago. He was awarded the FCA designation in 2000.
Sue Wazny  Sue Wazny, MSc, Dip. Leadership, CRC, MBTI Practitioner, is a highly sought after speaker because of her energetic, humorous and engaging presentation style.  She effectively pairs the subject theory with her poignantly relevant real life examples of how she has put her teachings into practice in her daily work.  She has been an adult educator within numerous government agencies, educational institutions, social organizations and the private sector for the past 17 years.   Sue delivers entertaining keynote addresses and plenary sessions at conferences on a wide variety of topics.   Closer to home, she teaches a wide variety of courses in the areas of Conflict Management, Communication Skills, Anger provides keynote Management, Team Building and Leadership. For the past 12 years, Sue has been a faculty member at the Justice Institute of BC in the Centre for Conflict Resolution, and more recently for the Police Academy where she teaches a variety of courses.  In addition to her speaking engagements, Sue maintains a clinical practice which includes workplace mediation, team facilitations, performance coaching and critical incident stress management. She holds a Master’s of Science degree in Psychology, certificates in Conflict Resolution and Mediation from the Justice Institute, and is a certified Myers Briggs Type Indicator practitioner. 
Welters  Michael Welters, LLB, is a partner in the Tax Group of Bull, Housser & Tupper LLP. Michael's practice is focused on business tax, particularly with respect to resource taxation and cross-border tax issues. He provides tax planning advice to both private and public companies  on a whide variety of tax issues. Michael also represents clients in tax litigation. One of his cases established that LLCs are corporations under Canadian law.
Mike Whitlock(2)  Mike Whitlock, BS, MBA, is President of Tannian Consulting, a recognized leader in providing financial, marketing, and strategic planning consulting and training. He has had the pleasure of working with CGA-BC over the past several years and has been actively involved in developing practical financial programs for business owners, managers, and advisors for over a decade. His energetic, clear, and humorous approach brings financial management to a level that can be appreciated by all levels of business expertise. 
Ronald Wong 

 Ronald Wong, BCom, CGA, CFP, has significant experience in public accounting, educational training programs, and curriculum development. He is currently working as a curriculum developer with CGA-Canada and is an online lecturer for the CGA Issues in Professional Practice (PA1) and Strategic Financial Management (PA2) capstone courses. Prior to this, Ronald spent over 7 years as an assurance supervisor and tax manager for KPMG LLP. Some of his special projects included a global tax restructuring assignment with the firm’s New York office, developing and leading new staff training programs, and researching and presenting on developing standards. Ronald has also led and facilitated many train-the-trainer programs during his tenure with Toastmasters International.

Perry Yuen 

Perry Yuen, BBA, CA is a Senior Tax Manager in the Vancouver office of BDO Canada LLP. Perry has over 13 years of public practice experience in virtually all areas of personal, corporate and estate taxation, with an emphasis on corporate reorganizations and business succession.






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