2020 Award Recipients

CPA Alberta is pleased to announce the 2020 Achievement Award recipients. These exceptional individuals embody the core principles of the CPA profession: integrity, expertise, and commitment, and their activities and accomplishments bring honour to the profession and strengthen the reputation of all CPAs. 

Congratulations to all 2020 recipients! Stay tuned for recipient bios.

Lifetime Achievement Awards

The Lifetime Achievement Award is awarded to those CPAs whose continual commitment to the betterment of their profession, their communities, and the organizations they have served is unparalleled.

Daryl is a well-respected leader in Alberta’s accounting profession. He spent his entire career with MNP (39 years), serving as CEO from 1998 until 2015 and Chairman of the Board from 1998 until 2017.

Under Daryl’s leadership, MNP had unprecedented expansion, through both mergers & acquisitions and organic growth. The firm went from a Western Manitoba regional firm with revenue under $2 million, to the fifth largest firm in Canada, with fees of $600 million and a staff of over 3,500. Despite this rapid transformation, Daryl was able to sustain an enviable, positive culture at the firm. MNP was recognized as one of Canada’s best employers multiple times during his tenure as CEO. According to Bill Carlino, former Editor-in-Chief of Accounting Today, when Daryl was named to the publication’s “Most Influential” list: “Daryl is an influencer and change maker in the accounting profession. He is home-grown, approachable, and efficient and has quietly built MNP into one of the largest accountancy firms in Canada.” Daryl also lent his expertise as a board member on the international and North American boards of MNP’s international affiliations.

Prior to his role as CEO, Daryl served in many senior-level positions within the firm, including Director of Tax Services, Senior Vice President of Client Services, and Regional Managing Partner for Southern Alberta. He also was active in the profession, serving as a member of the Institute of Chartered Accountants of Alberta Council, including a term as President. As well, he volunteered on a number of task forces and committees, including the Canadian Institute of Chartered Accountants/American Institute of Certified Public Accountants Joint Task Force on Assurance Services and the first Revenue Canada Advisory Committee on Electronic Communications. He also gave back to the community, particularly volunteering time and expertise to minor sports organizations and chambers of commerce. 

What or who do you attribute your success to? 

First of all, my family, my parents, my wife, and my kids. Secondly, my partners at MNP for believing in me and supporting me, and finally being a CPA.

How has the CPA designation impacted you?   

The CPA designation opened the doors to allow me to follow, achieve, and gave me to the confidence to pursue my dreams. It’s who I am, “I’m a CPA” and I’m very proud of it.

What three words would you use to describe yourself?

Strategic, builder, and team.

What words do you think people use to describe you? 

 Visionary, decisive, and fair

Howie’s leadership roles in his career, community, and the profession serve as evidence of the value he has brought to each of those areas.

Howie had a successful career, primarily in public practice, in the areas of owner-managed businesses, public companies, and high-net-worth individuals, with an emphasis on tax planning and structuring. He was a principal partner at MNP LLP for his last five years as a practicing professional, and prior to that he was a partner in local firms starting in 1983 with Shaikh and Shikaze, Moody Shikaze Boulet, and RSM Richter. His portfolio of engagements included complex accounting, auditing, income tax, and litigation support matters.

Howie’s business activities had him serving as an officer, director, founder, and active investor in both private and public companies.

Howie has a long history of involvement in and passion for the profession. He has spent countless hours in service to the profession over the past three decades, including as a member of Council and President of the Institute of Chartered Accountants of Alberta. Most recently, he served as the inaugural Chair of the CPA Assist Board; his efforts and expertise were essential in both the implementation of this important and worthy endeavour for the profession and its transition from a stand-alone entity to a program within CPA Alberta.

In the service to the community, Howie is past president of the Kiwanis Club of Calgary Downtown and the Calgary Performing Arts Festival (formerly the Calgary Kiwanis Music Festival). He is a past director of the Calgary Klein PC Association and the Calgary Japanese Canadian Association. He is a past chair of the Calgary Police Commission, past member of the Calgary Police Foundation, past chair of the YMCA Calgary, and past director of the Rotary Club of Calgary. He currently chairs the Rotary Community Hubs Committee, which is a partnership with the City of Calgary and the United Way Calgary and Area as part of a poverty reduction initiative. Howie also held leadership and directors roles in children and youth activities related to soccer and ski racing.

What or who do you attribute your success to?

In 1942, my paternal grandparents were dispossessed of their home and belongings and displaced from their community. Their friends were dispossessed and incarcerated. My maternal grandparents and my mother lived in poverty. My father became a chartered accountant and built a firm in Edmonton which provided me with a path and a vision. My mother was a housewife with a grade 12 education and a tireless community volunteer who could easily teach ethics at a graduate level. My parents and grandparents always took stock of their plight, never complained about the past and constantly worked to empower us to a brighter future. Embracing this history or narrative has brought me to where I am today.

What does it mean to you to receive a CPA Alberta Achievement Award? Who is the first person you shared the news with?

In today’s boardrooms and workplaces the buzzword is diversity. But diversity is about inclusion and, for me, receiving this award is an affirmation of inclusion as compared to the experiences of my parents and grandparents. Truth and reconciliation and some of the recent actions towards Chinese Canadians confirm that, still, there is work to be done. I am confident that Canada will continue to be a world leader in building inclusion as the unconditional acceptance of diversity.

The first person I called to share the news was my wife Sher. We have been married for 40 years. 1979 was a big year in my life as, I got engaged, wrote the UFE, got married, and received my passing marks.

Betty is one of the founders of IntegralOrg, a registered charity in Canada created to provide knowledge and support to charities and not-for-profit organizations in carrying out their missions to serve the public good. She is also the President and Board Chair of IntegralOrg. This sector is a passion for Betty—she has over 35 years’ experience serving the not-for-profit sector in Calgary, and a real-world understanding of the opportunities and difficulties that not-for-profits face in today’s economic climate. Through IntegralOrg, Betty offers supports in governance and policy development, and financial and management related issues.

Prior to IntegralOrg, Betty retired as a partner at Calvista LLP in 2017, where she had been an auditor and consultant and focused her portfolio on a variety of Calgary not-for-profit organizations.

Dedicated to enhancing the community, Betty is an extremely active member among Calgary’s not-for-profit associations as a board member and service volunteer. Most recently, after acting as an advisor, she officially joined the board of the Aero Space Museum Association of Calgary (The Hangar) in 2019. Betty’s deep commitment to the not-for-profit sector can also be seen through her work and appointments to the Calgary Housing Company Board, the Calgary Chamber of Commerce, the Technical Issues Working Group with the Charities Directorate in Ottawa, and Agriculture for Life. Betty has also served multiple roles, including Board Chair, for the Calgary Chamber of Voluntary Organizations.

Passionate about giving back to the profession and sharing her knowledge, Betty has also served on the CPA Assist Board and committees, including her current role as Chair of the CPA Assist Committee. Her expertise has been invaluable in developing the CPA Assist program and creating important initiatives that positively impact CPAs, CPA candidates, and their immediate families. Betty was also previously a member of the CGA Canada Tax and Fiscal Policy Advisory Group.

Betty is also a sought-after presenter who is eager to share her knowledge. She has delivered seminars and training sessions on a variety of topics to and for multiple organizations, and is an alumni instructor with the Alberta Board Development Program.

What values do you live by? 

The values I live by are: treat other people the way you would like to be treated; be honest; and play by the rules or help to change the rules when they aren’t working.

Who would you like to thank, and what would you like to tell them?

I thank my mom and dad for their support, guidance, and encouragement throughout my life and for providing me with five brothers and sisters to grow up with. I thank my brothers and sisters who share my values and are always there when I need them. I also thank my wonderful three grown up children that also share my values, gave me grandchildren, and always give me love and support.


CPA Education Foundation Impact Award

The CPA Education Foundation’s 2020 Impact Award is presented posthumously to Robert (Bob) Young FCPA, FCA, who passed away in 2019. The award is in recognition of Bob’s legacy of service to the Foundation and to accounting education in Alberta.

Over the course of his life, Bob dedicated literally thousands of hours of his time to the goal that underpins the Foundation’s mandate: strengthening the future of the CPA profession through supporting students and education. Bob was a teacher and mentor to an untold number of young Albertans (and other Canadians) who had embarked on earning their accounting credential.

Along with his tremendous accounting knowledge and expertise, particularly in accounting standards, Bob was known for his kindness, wisdom, and generosity. These characteristics were also evident in Bob’s work on behalf of the CPA Education Foundation. For many years, Bob was a keynote presenter at the Foundation’s annual Conference for Academics. He was also a frequent volunteer at the Foundation’s student networking events. At these functions, Bob was a popular figure who effortlessly connected with students of all ages and backgrounds. He was an excellent ambassador for the Foundation and the profession, and he left a strong impression on every student with whom he chatted. He combined an unparalleled depth of knowledge with a rare personableness and humility that instantly put even the most nervous student at ease.

Bob’s belief in the Foundation and the value of its work led him to also be a regular donor, and to encourage others to contribute, as well. He made the Foundation stronger through his commitment, generosity, and deep belief in the value of education. His legacy will live on in the Foundation’s work for many years to come.

Bob retired as a National Partner with KPMG Canada. His exemplary career of more than 40 years was spent with the firm, and he became known as one of the country’s leading experts on accounting standards. Bob also contributed his skills to the profession, serving in numerous ways, including as the Institute of Chartered Accountants of Alberta (ICAA) Council President. He also served on Canada’s Auditing and Assurance Standards Board as it adopted international auditing standards and on the Accounting Standards Board’s private business advisory committee as the Board developed and deployed unique Canadian accounting standards for private enterprises. For his many contributions to the profession and accounting education, Bob was honoured with CPA Alberta’s Lifetime Achievement Award in early 2019. He passed away in November 2019.


Fellows of the Chartered Professional Accountants

The Fellow of Chartered Professional Accountants (FCPA) will be granted to those members who have rendered exceptional service to the profession or whose achievements in their careers, the community, or in the profession have earned them distinction and brought honour to the profession.

Dan is actively involved in the community and is a respected business leader. He has served his clients and the community for more than 20 years, and currently leads KPMG’s Calgary Enterprise practice. Through Dan’s leadership, the Enterprise practice has flourished, growing to a group of over 125 staff, including audit, tax, and advisory services.

Dan led the launch of the well-received Non-Profit Organization (NPO) seminar series and Private Company Seminar Series (PCSS) for more than ten seasons. The purpose of the series was to educate the Calgary community on industry trends and effective business practices. His impact can also be seen through his involvement on the finance committees of distinguished organizations such as the United Way Calgary and Area, the Calgary Golf and Country Club, and the Calgary Downtown Rotary Club.

How has the CPA designation impacted you?

The CPA designation has allowed me to work for an enormous number of entrepreneurs who have achieved an incredible amount of business success. The designation allowed me to travel along this journey with them. I’ve also had the pleasure of working at KPMG with some of the smartest people.

What piece of feedback or advice was particularly meaningful or marked a turning point in your life?

A number of partners coached me on dealing with people in a manner that back in the day was not intuitive. They taught me the importance of communication, and how to respect and treat people well in a high-performance workplace. This taught me how to coach and motivate my team to achieve great results in a fun work environment.

What are your favorite quotes and why?

“You don’t earn loyalty in a day, you earn loyalty day by day” – J. Gitomer. This is true for clients, staff, family, and friends.

“I find that the harder I work, the more luck I seem to have.” – Thomas Jefferson. This seems to be very true for how things have happened for me professionally.

Darwin had two aspirations growing up: becoming a professional hockey player and a professional accountant—and he excelled at both. After Darwin ended his hockey career, he decided to pursue his dream of becoming a professional accountant. Darwin received his CGA designation in 1999 and has since built a successful, progressive public sector career, culminating in his appointment as President and CEO of Alberta Pensions Services in 2017.

While Darwin doesn’t play hockey anymore, the skills he gathered throughout his hockey career contributed to his success as a CPA. Darwin says, through hockey, he learned how to be competitive, disciplined, a team player, and a leader, skills that have definitely proven beneficial in his CPA career.

Those who have had the opportunity to work with Darwin describe him as open, honest, and fair. He is a man of great integrity and believes in, and embodies, the CPA principles. Along with his professional achievements, Darwin’s willingness to share his vast knowledge with the next generation of CPAs sets him apart. In turn, he has become a sought-after mentor and speaker.

What does it mean to you to receive a CPA Alberta Achievement Award? Who is the first person you shared the news with?

It means a lot. I consider myself a simple guy who only wanted to work hard and impress his parents, coaches, and bosses. I’ve always had the attitude that if you keep your head down and work hard, others will notice and you will get rewarded.

I believe receiving this award is a testament to that philosophy, as I am very proud of the accomplishments I have achieved throughout my professional accounting career. I first shared the news with my wife—she would have killed me if she knew I told someone else first!

Whom would you like to thank, and what would you like to tell them?

First of all, my wife and family for the support and believing in me. Also, all my direct supervisors, for the trust and empowerment they gave which allowed me to reach my full potential. I would tell them they have made a significant impact on who I am today and what I have accomplished.

Why is it important for you to give back?

As you get older, you learn to appreciate the support and efforts that others provided to you—so giving back is the right thing to do. It is rewarding to watch others grow and develop, and you hope that you can have some impact on their success.

Jason is best known for his entrepreneurial mindset and innovative solutions, and his impact has reached across Alberta and Canada. Jason’s expertise in the life sciences and healthcare industries have helped many organizations succeed and helped build an ecosystem around entrepreneurship and economic diversification in the province. For more than 10 years, Jason has focused on transactions in the area of licensing, partnering and alliances, M&A, equity and debt financing, business valuations, corporate finance, and general financial advisory service lines.

Jason has demonstrated innovation and remarkable accomplishment throughout his career, as well as excellence in community and volunteer services. These achievements have led to recognition such as Avenue Magazine’s 2016 Top 40 under 40 in Edmonton; prior recognition from CPA Alberta, including a Distinguished Service Award and Early Achievement Award; and prominent speaking roles at the Alberta Smart Symposium and W21C Innovation Academy.

What does it mean to you to receive a CPA Alberta Achievement Award?

This was a tremendous honour. I’m so proud to have been recognized by my professional peers in this way.

Why is it important for you to give back?

I believe that we get more from spending time in our communities than we give. I love getting involved in different organizations that are facing a variety of challenges, as these learnings can also be applied to other organizations and situations. Through volunteering, I’ve learned so much from my colleagues, who have such creative ways to look at problems which are shared by many organizations.

What do you want your legacy to be?

To have created impactful teams. As professionals and leaders, we have a responsibility to give our team members opportunities to learn and grow. I have enjoyed working with so many individuals, and have gained tremendous satisfaction in watching individuals and teams work together to make a difference.

Theresa’s drive and broad business focus, along with her commitment to mentorship, diversity, and leadership development, make her a shining example of a CPA.

A cornerstone of her leadership is promoting a focus on strategy and the delivery of extraordinary outcomes—a mindset that has propelled the organizations that Theresa has served to new levels of success. As CFO of Stantec, a global engineering and design firm with 22,000 employees, Theresa plays a key role in developing and executing the company’s corporate strategy, which is creating long-term, sustainable value for its stakeholders. Similarly, prior to joining Stantec, Theresa was instrumental in leading Veresen Inc.’s phenomenal growth, which ultimately led to Veresen being acquired for a significant premium to market value.

Theresa’s dedication extends outside the rigours of her CFO role. She is a committed advocate for the advancement of female professionals, providing mentorship to women as they navigate their career journeys and serving on the steering committee for the Calgary Chapter of Women in Capital Markets. Theresa also devotes time to sharing her own experiences of pursuing professional excellence, speaking at leading events such as Fortune’s Most Powerful Women International Summit.

How has the CPA designation impacted you?

Having my CPA designation brings instant recognition of high-quality education and training. It gave me the core technical accounting skills that I relied upon for many years. Beyond technical capability, the designation gave me an incredible toolkit of skills to draw upon, including the ability to ask insightful questions, listen intently, comprehend complex issues, and solve unstructured, unprecedented problems.

It gave me a wonderful platform on which to build my career, which took me beyond financial accounting and reporting into other roles such as finance, risk management, and investor relations. These collective experiences, built upon the foundation of my designation, gave me credentials to rise to the level of CFO in a publicly-traded company.

Why is it important for you to give back?

If we are all honest with ourselves, we would acknowledge that none of us have achieved success without the help of others. Throughout my career, I have benefitted from the generosity of others who have taken the time to provide advice, mentorship, and opportunities for development. It only feels right that I should do the same and, in particular, draw upon my experiences to guide younger professionals. It is hugely fulfilling to share my journey—the good, the bad, and the ugly!

I often say that I didn’t always make the right choices along the way, but that there is still something to be learned from those experiences. I am happy to share those stories, because it helps to demonstrate that there is no singular way to achieve success and that even when you encounter a few twists and turns along the way, you can come away better for it.

Ed has brought honour to the CPA profession through his absolute commitment to integrity and exceptional professional leadership, as well as his remarkable contributions in career and volunteer roles. In addition to the success of his accounting practice—which was established in 1983—Ed has been instrumental in advising and enabling visible minorities, seniors, and youth to succeed in areas including financial and accounting literacy, second language learning, and recreational sports. Ed’s business expertise was instrumental as he served on the board overseeing the operations of the Edmonton Convention Centre (ECC). His contributions and expertise were key in improving the organization’s finances and assisted the ECC become an outstanding symbol of Edmonton.

For nearly 40 years, Ed held various volunteer leadership roles on board committees and organizations, including the Chinese Benevolent Association, Fukienese Association of Alberta, Fude Chinese School, the United Fukienese Associations of North America, St. Luke’s College, Edmonton Grads Basketball Association, and the Edmonton Convention Centre. In 2017, Ed was formally recognized by the Government of Canada for his significant contributions to the community. Today, after 40 years as a CPA, Ed continues to demonstrate dedication and excellence to his family, friends, community, and profession.

Whom would you like to thank, and what would you like to tell them?

I would like to thank all the volunteers from each of the community organizations I have worked with over the years, and especially those from the Fukienese Association of Alberta. Without their support, assistance, and contribution, I would not have had the capacity to tackle the challenges alone.

What values do you live by?

I live by values of integrity, humbleness, and patience. These are values that have served me well personally and professionally.

What do you consider your most important achievement or contribution? What are you most proud of?

I consider my volunteer work as the President of the Fukienese Association of Alberta and Principal of the Fude Chinese School as highlights of my contributions. I am most proud of the community hall we constructed, and the opportunity to have grown the cultural learning aspects of the Fude Chinese School through introducing programs including new languages, a tax clinic, painting, senior fitness, music, and health programs.

Christine embodies the ideal characteristics of Fellowship: exceptional career achievement, commitment to the accounting profession, and passion for giving back. Renowned for her leadership in the Lethbridge School Division’s business operations, Christine is also an enthusiastic mentor and role model throughout the sector and is a leader in best practices in financial accounting.

Christine’s achievements were recognized with the prestigious Meritorious Budget Award (MBA) from the Association of School Business Officials (ASBO) International, an honour she received for 12 consecutive years. Further emphasizing her impact on Lethbridge and surrounding areas, Christine was also presented with the ASBO International’s Eagle Award, the highest honour for those who go above and beyond in their professional duties. For her leadership in the community, Christine has been honoured with a Women of Distinction Award from the YWCA of Lethbridge.

Why is it important for you to give back?

One of the partners at the accounting firm I worked for encouraged me to get involved in supporting a community organization. Being involved and providing my professional expertise was very rewarding. However, what was more rewarding was the skills I cultivated from working with other community members. Today, I continue to learn from volunteer activities, whether about board governance, collaboration, team building, legal matters, advocacy, or relationship building. It is amazing how much you can grow professionally and personally by being involved in your profession and the community.

What values do you live by?

I believe in being honest, fair, and consistent in my actions and dealings with others. I also believe in never stopping learning.

Whom would you like to thank, and what would you like to tell them?

There are too many to name. Everyone I have worked with or collaborated with has provided mentorship and learning opportunities for me, whether it was in a formal or informal matter.

What do you want your legacy to be?

I would like to be remembered as someone who was not just “about the numbers,” but someone who took the time to understand the meaning behind those numbers and educate people on the importance of making decisions in the best interests of those we serve.

Lisa is a leader in forensics, an area in which she has practiced exclusively for nearly 25 years. For fifteen years, she has donated her time to CPA Canada and its predecessor related to Investigative and Forensic Accounting (IFA), first as a board member of the national IFA Alliance, and then as a Canadian representative to both the American Fraud Task Force and the Forensics Education and Quality Committee of the AICPA.

Praised for her generosity and extensive expertise, Lisa also shares her knowledge and time in Indigenous communities. As leader of MNP's Indigenous Services team for Alberta and Canada's North, Lisa was instrumental in developing anti-fraud strategies for First Nations and Indigenous groups across Canada. She also shares her expertise as a notable speaker at events such as the Arctic Indigenous Investment Conference, AICPA Forensic and Valuations North America Conference, and the Aboriginal Financial Officers Association Conferences, and as an expert witness in courts across Canada.

What is your favorite quote and why?

“It is a capital mistake to theorize in advance of the facts. Insensibly, one begins to twist facts to suit theories instead of theories to suit facts” – Sherlock Holmes, a character created by Sir Arthur Conan Doyle.

I love this quote because it is so well aligned with the work I do, and the responsibilities we hold as independent forensic investigators.

What values do you live by?

MNP values! Our team values are integrity, entrepreneurship, quality service, diversity, and respect. I believe strongly in our values and these define my practice.

Why is it important for you to give back?

I have been so fortunate to have selected a career and a specialization that has allowed me wonderful opportunities to work with and meet people all over North America and beyond. I want to be helpful to my profession, and to provide my assistance when asked. This is a way of saying thank you for the possibilities that were available to me and all the fun I have had.

As a member of the Canadian Tax Leadership Team at EY, Warren’s work has had a long-lasting impact in the community and Canadian business sector. Recognized as a technical expert, Warren has shared his knowledge through prominent speaking and volunteer roles for the Canadian Tax Foundation and by co-writing EY standards, such as Guide to Tax Research and Writing and Federal Income Tax Act and Guide to Corporate Reorganizations.

Warren is committed to empower those around him by providing unwavering support and mentorship to colleagues, in order to help them achieve their professional goals. A consummate professional, Warren consistently demonstrates the value CPAs bring to the community and is a true representation of the best of the profession.

What is your favorite quote and why?

“It is amazing what you can accomplish if you do not care who gets the credit” – Harry S. Truman.  So much productive time is wasted by folks worrying about getting credit for things. Rarely are significant milestones the result of a single person’s efforts. As a leader, be generous with your praise and celebrate your team’s accomplishments and amazing things will happen.

What do you want your legacy to be?

That I was a part of a great group of professional accountants in Canada that changed the business of accountancy to be more inclusive and diverse.

What does it mean to you to receive a CPA Alberta Achievement Award?

At first I told myself that it did not matter. But who was I kidding...when [CPA Alberta Board Chair] Darrell Jones called to congratulate me, I was speechless. It was then I first realized that it mattered more than I cared to admit.

Bruce is an extremely knowledgeable and well-rounded business professional, with expertise in corporate governance, strategic planning, mergers and acquisitions, financing, and taxation advice. His expertise and advice in those areas have been delivered with a strong relationship focus—one of the hallmarks of Bruce’s career.

Additionally, Bruce has brought that same focus to his volunteer roles, both within the profession and in the community. In his role as CPA Education Foundation Chair, Bruce played a significant role in the development and growth of the organization, strengthening its work in advancing accounting and business education in the province. As the founder of Camp He Ho Ha’s Icebreaker/De-Icer, Bruce has raised over $125,000 to, through the children’s camp at Lake Isle, provide new experiences and memories for children with various health challenges.

Bruce’s extensive experience, insight, thoughtful approach, and adherence to good governance have brought honour to the profession.

What or whom do you attribute your success to?

I have been very fortunate to have many great friends and colleagues in the CPA profession who have supported my journey and been terrific mentors, teammates, and confidants during my career. These CPA friends represent a broad cross-section of the business community, which illustrates the many opportunities our profession creates for its members. Sharing ideas and experiences with others in the CPA profession has enriched my life.

What is your most important achievement or contribution? What are you most proud of?

Through many years of experience in public practice, I have enjoyed being part of young professionals’ journeys as they build CPA careers. The lifeblood of our profession is the continual attraction and nurturing of young professionals. My time on the CPA Education Foundation Board elevated my understanding of the importance of helping the next generation of CPAs. It was an opportunity for me to contribute in some way to the future of our profession.

I’m a very proud FCPA, FCA. I am most proud of watching my two boys, Rob and Zach, build successful careers as CPAs.

What is your favorite quote and why?

“Life is not a practice round!” This golf analogy describes the importance of experiencing life to the fullest. To me, it means you have to enjoy all aspects of your life journey.

Dale’s contributions to the profession have been exceptional. As the President and Owner of W. Dale Somerville Professional Corporation since 1983, Dale has been a pillar of Edmonton’s business community. His ability to translate and communicate complex tax and accounting matters have resulted in the firm's long-term growth and his well-deserved reputation for professional excellence.

His dedication to the profession and business community is unparalleled. Dale has diligently served organizations such as CPA Alberta, CPA Canada, Mission Hill Brass Band, The Theta Chi House Association, St. Paul’s United Church, Windermere Golf and Country Club, Lendrum Community League, 22nd St. John’s Scout Group Committee, and his local BNI Chapter, BNI Business Pillars. 

Committed to the next generation of professionals, Dale has instructed courses for the profession’s members and students. He also ensures the continual support of early CPAs through mentorships and is a steadfast supporter of the CPA Alberta CFE Celebration events.

Dale is also a member of the Associated Firms Group (AFG), an association of Alberta- based CPA firms. AFG’s focus is sharing best practices among its member firms.

What do you consider your most important achievement or contribution? What are you most proud of?

My two daughters.

What does it mean to you to receive a CPA Alberta Achievement Award?

It is a reminder to always strive for excellence.

Whom would you like to thank, and what would you like to tell them?

Thank you to my family, teachers, employers, mentors, and friends for their inspiration and feedback.

What three words would you use to describe yourself?

Committed, engaged, life-long learner.

What values do you live by?

Work Hard and Have Fun Every Day (HFED).

What is your favorite quote?

“Hope is not a plan.”

What or whom do you attribute your success to?

A client-service focus.

Patti's passion for the profession and her community is tremendous. She has a reputation for always being willing to share her expertise and experience, and makes time for everyone. Patti is known for her professional standards expertise, especially in the real estate industry. For more than 20 years, Patti has been a vital part of Grant Thornton’s success, with responsibility for some of the firm’s largest clients while also fulfilling national standards responsibilities. Patti’s exceptional achievements were formally recognized when she received Grant Thornton LLP’s Professional Excellence Award not once, but twice—as inaugural recipient in 2010 and again in 2017.

Young professionals eagerly seek Patti’s knowledge and perspective on successfully balancing professional responsibilities with an active family and philanthropic community commitments—something Patti has done so well.

Many organizations and individuals benefit from Patti’s energy and commitment. She’s contributed to CPA Canada, Accounting Standards Board (ACsB), University of Alberta, MacEwan University, and the NAIT School of Business. Within the wider community, Patti has served as President of Commercial Real Estate Women, and on many boards. She currently serves on the board of NAIOP, Newman Theological College and the Foundation of St. Joe’s. Patti is a role model with boundless energy and positivity, inspiring all who have a chance to work with her.

What does it mean to you to receive a CPA Alberta Achievement Award? Whom is the first person you shared the news with?

Immediately after receiving the phone call, I looked up to the heavens and gave my father a smile. He was a CPA, CA. I was always proud of his integrity and his giving mindset. I think he’d be delighted.

Receiving the FCPA is unexpected, truly humbling, and definitely an honour. I really believe it is a team award and a testament to everyone who is woven into my life fabric—my family, colleagues, clients, and friends.

What values do you live by?

Front and centre for me is kindness and dignity. Circumstances are often not a choice and stepping in is important to me. It really is no more than being aware and active in the moment, for once that moment passes, often so does the opportunity, and what can remain is regret. Getting involved is easy to do, easy to replicate, and, more importantly, easy to make a difference for somebody.


Distinguished Service Awards

The Distinguished Service Award recognizes members or supporters of the profession who have demonstrated a significant achievement within the last five years and have therefore brought honour to the profession.

Sally is the definition of a brand ambassador. She has consistently demonstrated strong leadership skills in business, community, and the profession. Whether it's working with business professionals or mentoring future CPAs, her focus is always on building lasting relationships.

Through all of her roles, Sally has helped build teams and foster career growth with her CPA colleagues. She has developed relationships with business leaders in hundreds of companies across Edmonton and with numerous CPA colleagues. She was awarded the "Top Recruiter" role twice during her time in recruitment—a direct result of her ability to meet and exceed client and candidate needs. She carries this same commitment to all her professional relationships.

For nearly five years, Sally has played a vital role in the development of the CPA community in Edmonton. As Chair, Vice-Chair, and Executive Member of the Edmonton Chapter of CPAs, she has successfully led countless networking and professional development events in the Greater Edmonton Area—helping to build a community for Alberta CPAs to thrive and flourish.

What or who do you attribute your success to?

I am by nature a very curious person. I ask a lot of questions, whether they are related to my area of responsibility or not. This has helped me broaden my skillset through different roles in diverse organizations.

What piece of feedback or advice was particularly meaningful or marked a turning point in your life?

Very early in my career, my then-manager and continued mentor told me the most important skill I could master was the ability to listen. I have carried that advice throughout my career. It’s helped me as a leader and advisor, and allowed me to form better and more thoughtful decisions.

Norm graduated from NAIT and completed the CMA Leadership Development program, preparing him for new challenges in the business world. Quickly, Norm developed a reputation as a leader and someone you could count on to get projects completed. His ability to build and lead teams continued throughout his career in telecommunications, pensions, and legal services.

Norm is an active member of the CPA profession and Edmonton’s business community. In addition to his professional responsibilities as Managing Director at Ogilvie LLP, Norm administers the Ogilvie Fund with Edmonton Community Foundation. This endeavour provides financial support to community organizations such as KidSport, ABC HeadStart, Big Brothers/Big Sisters, WIN House, Free Footie, Habitat for Humanity, and YMCA Welcome Village.

For more than a decade, Norm has volunteered with Financial Executives International (FEI) Canada. Through his efforts, Norm has helped guide the FEI Canada Edmonton Chapter and has been vital in board transitions, onboarding, and setting the strategy for the chapter going forward. He has contributed countless hours to ensure the board performs its duties to its full potential. He is a true leadership figure for the Edmonton Chapter and has been a phenomenal mentor to many in the finance community.

What does it mean to you to receive a CPA Alberta Achievement Award?

I am honoured to be nominated for such an award and humbled to be recognized by the profession. The CPA designation provides knowledgeable and confident professionals to guide and lead Canada forward.

What values do you live by?

Be someone people can depend on, have integrity, be respectful of others, lend a helping hand, give back to your community, and build friendships.

Nicole is the Academic Chair of the accounting program in the School of Business at SAIT. Her 20-year professional career spans a broad array of fields, including accounting, sales, corporate communications, investor relations, teaching, and education administration.

Nicole is a lifelong learner who has received her MBA, has the CPA, CMA designation, and is currently pursuing an Masters of Education (MEd) in Higher Education Leadership at the University of Calgary.

Nicole is passionate about supporting and leading transformation. She inspires individuals to be curious and open about the future of work and the impact of disruption on the business community. She cares deeply about an enriched student experience and strives to create an inclusive and accountable environment, where skills can be developed and students bravely prepared for the workplace.

Nicole is actively involved in the community, serving on the board of the Calgary Chapter of CPAs and as an advisor on the Calgary Chapter of the Dean’s Advisory Council of Lazaridis School of Business and Economics. She was the recipient of the Community Leadership Award from the Wilfrid Laurier University School of Business and Economics in 2015, the Bungee Jumper (Open Spirited) Award for voicing new thoughts and taking risks in the SAIT School of Business in 2017, and the SAIT SAFA First Award, which is given to an individual in management by the faculty association for demonstrating leadership, integrity, and ethical values.

How has the CPA designation impacted you?

The designation provided an amazing foundation to make ethical, strong business decisions that required integrative and creative solutions. I am proud to be a CPA.

There are so many ways to pivot with the designation. I have been keenly interested in roles where I can make a difference and engage stakeholders to find innovative solution that create positive financial and people-oriented outcomes.

What does it mean to you to receive a CPA Alberta Achievement Award? Whom is the first person you shared the news with? 

I let my family know immediately. I also found out while in the office with my colleagues, so they witnessed the positive emotion, humility, and deep gratitude I felt.

It is lovely that CPA peers nominated me for the award. I was overwhelmed that they took time to put the nomination together and it is a real honour to be recognized. I hope that efforts to create a safe and trusting space have allowed those that I work with to share ideas and be innovative, so that we can each show up and shine brightly.

Nick has become one of Alberta’s leading experts in taxation services. He was named the Tax Service Line Leader for Alberta by BDO Canada in 2017, just a few years after he become a partner. Nick helped grow BDO’s tax practice in Alberta over the past number of years by nearly 50%.

After moving to Red Deer, Nick quickly became a fixture in the community through his active contribution to charitable organizations, including his role as Race Director for CIBC’s Run for the Cure, Co-Chair/Race Director for the BDO Run for Youth, and through his various volunteer positions with the Piper Creek Optimist Club, a non-profit supporting under-privileged youth in Central Alberta.

With a love for teaching and an eagerness to share his knowledge, Nick participates as an instructor/facilitator for the CPA Canada course Income Tax for the General Practitioner. He consistently receives great reviews from his peers and students, which speaks to his level of knowledge and coaching skills.

What values do you live by?

I live by a simple set of values: always make sure family comes first and don’t let a busy schedule blur the importance of that; make the best of the hand you’re dealt; try to see the best in people and focus on their strengths, rather than their weaknesses; and give back to your communities.

Whom would you like to thank, and what would you like to tell them?

I’ve had mentors throughout my career that have helped develop me to the professional I am today. Without them, I wouldn’t have had a fraction of the opportunities or success I’ve experienced. Thank you for being there for me and investing your time.

An especially large thanks goes out to my wife, Laura, who stood by me through the hardest times. Looking back at some of those crazy times in my career where my attention at home was at a low point, I’m extremely lucky to have found someone who managed to tolerate me!

Geoff is known as an exceptional leader within the profession and the community. At age 28, he became a Principal at KRP and was admitted to the Partnership at age 30.

While many evaluate leadership in terms of results and outcomes, sometimes it is during turmoil and crisis that leaders emerge. Look no further than Geoff as a prime example. Geoff joined the volunteer Board of Directors of Edmonton Northlands in April 2013 and was elected as Board Chair in May 2016, serving for two years. In addition, Geoff served as Chair of the Futures Committee and Chair of the Finance and Audit Committee at various times during his tenure at Northlands. Through these roles, Geoff led Edmonton Northlands through some of the most challenging times in the organization’s long history. Geoff demonstrated professionalism and dedication as he worked tirelessly for Edmonton Northlands while maintaining his responsibilities to Kingston Ross Pasnak LLP. His presence has left an indelible mark.

How has the CPA designation impacted you?

The CPA designation has opened the door to opportunities I could not have imagined. It has grown to become an integral part of my person and a language I use in all aspects of my life. It is a valuable tool which has allowed me to explore opportunities and challenges with confidence.

Why is it important for you to give back?

Our communities breathe life and companionship into our lives. I’ve been fortunate to have had amazing support from friends and mentors in my life and I want to do the same for others. I was raised in a rural setting where community is very important and neighbors are treated as family. Together we are stronger and, frankly, it’s a lot more fun!

What is your favourite quote and why?

“All know the way, few actually walk it” – Bodhidharma. I came across this quote at age 17 and it has remained with me. Over time, I’ve come to realize that sometimes the journey can be more important than the destination.

Jennifer is a strong advocate for all women, making significant contributions to their advancement in Alberta. Through her networking and mentorship programs, Jennifer has created significant opportunities for inclusion and social impact.

Committed to the success of women in the insolvency and restructuring profession, Jennifer founded the Edmonton Chapter of the International Women’s Insolvency & Restructuring Confederation (IWIRC) and serves as its Vice Chair. She collaborates with colleagues in Calgary, Edmonton, and Vancouver to promote the IWIRC mission across Western Canada.

For the past 15 years Jennifer has worked as an insolvency professional, furthering the advancement of the restructuring practice at PwC. Passionate about education and training, she is the driving force behind the development of a learning and education strategy for PwC’s restructuring practice.

How has the CPA designation impacted you?

The training I received through both the formal education portion of the legacy CA program and articling gave me a broad lens on how to approach a variety of business issues across industries and to use information to solve problems. This has become particularly important as my career shifted into becoming a deals practitioner. One of the things I value most about my professional designation is its versatility, along with its recognition in the marketplace.

Why is it important for you to give back?  

I feel it is important for each of us to use our unique skills and abilities to give back to the communities in which we live. My involvement in not-for-profit boards and other community advocacy roles ties closely to one of my core values of wanting to make a difference. I also want to set an example for my children.

Adam is an Assistant professor and Associate Director of the Performance Management Research Center at the University of Waterloo. In addition to being an active contributor to the CPA profession in Alberta and across Canada, Adam has published several top-tier research articles and has won a number of highly-competitive prizes.

These accomplishments are a testament to Adam’s tireless commitment to accounting research and education and to equipping the next generation of CPAs with cutting-edge knowledge. As the CPA profession develops new initiatives to better support future CPAs and equip existing CPAs with the knowledge they need to provide value, Adam’s role—at the intersection of academia and practice—is central.

Adam lends his expertise as the chair of the Management Accounting Section of the American Accounting Association’s liaison to practice committee, which is tasked with improving the dissemination of research to practice. He also serves as an associate editor of Accounting Perspectives and an editorial board member at the Journal of Management Accounting Research.

What or whom do you attribute your success to?

I attribute my success to hard work and learning from setbacks along the way. I’ve also had the opportunity to work with and learn from many great people throughout my career. These include professors, co-authors, colleagues, and the wonderful students I have taught.

What do you consider your most important achievement or contribution? 

My most important contribution is educating future business leaders in the area of performance management and supervising future accounting academics. I also take great pride in conducting high-quality, practice-relevant research.

Alisa has been described as caring, respectful, honest, motivating, and reliable. She is committed to improving her community and charitable giving. As well, Alisa has been instrumental in developing CPAs as they begin and grow their careers.

For the last eight years, Alisa has been a champion and sponsor of Corporate Responsibility in the PwC Calgary office. She has provided leadership, guidance, and results that make a difference in the Calgary community. Under her leadership, the PwC Calgary United Way campaign realized record results, raising over $150,000 in donations to families and communities in need.

Outside of her work at PWC, Alisa has been Treasurer at Aspen Family and Community Network Society since 2013. Aspen is a not-for-profit organization that focuses on supporting family, youth, and communities who are experiencing poverty, vulnerability, or social isolation. During her time as Treasurer, Alisa has provided accounting guidance and oversight to the finance team. Her contributions of time and knowledge have helped the organization build a robust budgeting and forecasting process, which resulted in the organization moving from a deficit to a surplus.

What or whom do you attribute your success to?

My parents taught me from an early age that if you work hard, you can achieve anything you put your mind to. They also taught me to treat everyone with respect and kindness.

What values do you live by?

The values most meaningful to me are being authentic and caring about others.

What piece of feedback or advice was particularly meaningful or marked a turning point in your life?

The best piece of advice I received is to know when to ask for help. There are always people you can turn to for support and advice when needed, so don't go it alone.

Erin brings innovation and out-of-the box solutions to deliver added value to clients of PwC’s Risk Assurance practice. Her professional accomplishments at the firm include the development of industry-specific points of view, thought leadership, and presentation of these views through project delivery and training sessions, including sessions at the Canadian Association of Government Finance Officers (CAGFO) conference.

Erin believes the investment in today’s youth is more important than ever. Her commitment to mentorship, learning, and development—and the enthusiasm in which she approaches these areas—are her distinguishing factors as a dedicated member of the community and CPA profession.

As a testament to her passion for education and the future of the profession, Erin has provided formal and informal mentorship to CFE first-, second-, and third-time writers. As a former CASB Module 6 facilitator, Erin has leveraged her knowledge of the CPA competency map and exam writing strategies to successfully coach CFE writers.

In the community, Erin has served as President and Director of Youth Services with the Rotary Club of Sherwood Park. She has also volunteered her financial expertise as Treasurer for Linking Generations and the Aboriginal Head Start Program, Amiskwaciy Cultural Society.

What does it mean to you to receive a CPA Alberta Achievement Award? Who is the first person you shared the news with?

My parents, aunts, uncles, and grandparents really invested a lot in my formal and informal education. Attaining my CA designation in my early 20s was a big accomplishment. So, it is important to me to instill those same values of hard work, integrity, and personal achievement in my children.

My husband—who is also a CPA—and my four children were among the first people I shared the news with. However, I think I may have actually shared the news with my nominator first, as I was at work when I heard!

What are you most proud of?

I am really proud to be a part of the Rotary Club of Sherwood Park, where a diverse group of people unite and take action to solve problems in an ethical and responsible manner. When the volunteer organization I support reflects the same values as the profession I chose, I am confident the direction my life has taken and the choices I have made have been right for me.


Early Achievement Awards

The Early Achievement Award recognizes CPAs who have had their accounting designation for 10 years or less and have rendered exceptional service to the profession or whose achievements in their careers or in the community have earned them distinction and brought honour to the profession.

Scott combines a tremendous work ethic, discipline, and intellectual curiosity, with a strong belief in the importance of community, integrity, and mentorship. As Vice President at Sequeira Partners, Scott has continually showed his commitment to leadership and has been an integral member of the team, building relationships and putting his clients’ interests first.

Dedicated to helping others succeed and grow, Scott was instrumental in establishing a young professionals networking group (Young ACG) a sub-chapter of the Association for Capital Growth in Edmonton. At its core, Young ACG Edmonton was created to support the professional growth and development of its members and by extension the wider Edmonton and Alberta business community. 

Outside of work, Scott enjoys spending time with his “Little Brother” from the Edmonton Boys & Girls Club. Being a mentor to a young adolescent has been a life changing experience for Scott and has allowed him to make a positive impact in his community.

What or whom do you attribute your success to? 

There’s a lot to be said about the quote, “It takes a village to raise a child.” There’s no question that I’ve been fortunate to have grown up in an environment where I had my parents, siblings, friends, coaches, and teachers supporting me in my development. What’s also been tremendously important is having mentors that saw something in me that I didn’t see in myself.

As a result, it challenged me to be the best version of myself. When I reflect on my early career, both my past and present colleagues have certainly done that with me. It’s always made me rise to the challenge, so I don’t let them down.

What are you most proud of?

I come from a family of four and am the oldest to three younger sisters. While school always came relatively easily to me, one of my sisters was born with a learning disability but she never let it define her. I grew up watching her work twice as hard as her peers just to get through her classes and assignments. She eventually went on to complete her university degree, even when others suggested to her and my parents that it might not be possible for her. While I can’t take credit for what she accomplished, for me, watching her work as hard as she did makes me proud to be her older brother.

Vivien is Assistant Dean, Business Operations for the University of Alberta’s Faculty of Kinesiology. In her role she oversees finance, HR, and IT function of the Faculty. Vivien plays an active role in the education of future CPAs, as Adjunct Lecturer and Seminar Instructor at the University of Alberta. She demonstrates a strong commitment to preparing her students for the next step in their careers by bringing in professional speakers to provide insight into their next steps.

Vivien also dedicates her time as a member of the steering committee for Edmonton Women in Finance, a new non-profit organization looking to increase awareness and support women in developing careers in finance.

How has the CPA designation impacted you?  

The most important impact the designation has had on my life is the continued friendship and mentorship of fellow CPAs, whom I met through my experiences with CASB, KPMG, and the University of Alberta. My experience working through the CA program then, and giving back to the CPA profession now, has introduced me to countless individuals who have helped me grow professionally and personally, including colleagues, friends, and mentors.

What do you consider your most important achievement or contribution?

What energizes me every day is the impact we can have on our students at the University of Alberta. My work has provided me with countless direct and indirect opportunities to make an impact on our students, both as a finance leader and lecturer. However, nothing is more rewarding than helping my students embark on their journey with the profession that has done so much for me.

Darryl is the Controller and Vice President Finance at Noralta Technologies in Calgary. Since receiving his designation in 2009, Darryl has passionately engaged and promoted the profession by inspiring the next generation of CPAs. He has participated in recruiting and networking events, and spoken at numerous engagements to aspire students. Darryl remains very active with Canadian Centre for Advanced Leadership (CCAL) and Haskayne School of Business—helping to build and transform future leaders and search for their personal and strategic ‘Why’ statement. Darryl has served as a mentor for over 13 years and guided prospective mentees through numerous speaking engagements.

Darryl’s passion for embracing the ‘Why’ statement, both personally and organizationally, are his key contributions to ensuring colleagues and mentees know how to best utilize their unique skills. Darryl developed this passion in building collaborative groups of inspired, highly-skilled, and adaptive teams of organizations, both in the profit and not-for-profit sectors. He is the shining example of what executives and organizations are looking for in a leader.

What or whom do you attribute your success to? 

I attribute my success to having the ability to connect with individuals, quickly identify issues, formulate strategic solutions, and strive for excellence. This formula draws organizations together to achieve higher collaborative results.

What does it mean to you to receive a CPA Alberta Achievement Award? Who is the first person you shared the news with? 

I am very honoured and humbled to receive this CPA Alberta Achievement Award. This award provides a level of recognition from my peers, which supports my personal and professional aspirations. The first person I shared this news with was with my dear wife, Sherrie, my life partner.

What values do you live by? 

The values I live by are: be authentic, be open to listening and learning about others’ perspectives, and focus on their dreams and aspirations.

 

A Partner at Geib & Company, Kathleen is consummate professional who is passionate about the profession. Kathleen has contributed to a variety of responses to the Accounting Standards Board request for comments on proposed changes to the Accounting and Assurance Standards in Canada. She has also been instrumental in implementing innovative solutions and services within her firm. Her professional expertise has also had a tremendous impact on female hockey, through her contributions as a board member of the Girls Calgary Hockey Association.

What or whom do you attribute your success to? 

I attribute my success to John Geib, father and business partner; my mother; my husband; son, and daughter as well as my team at Geib &Company.

Why is it important for you to give back?

My family has always been active in the community and this has inspired me to assist wherever I am needed.   

What is your favourite quote and why?

“If you are serious about changing your life, you will find a way. If you are not, you will find an excuse.” The reason I like this quote is because it inspires change and the encouragement to resolve problems.

Janet truly exemplifies the many great qualities CPAs are known for. As the Chief Operating Officer and Co-Executive Producer at Prairie Dog Film + Television, Janet combines her passion of working with talented, creative people with her skills and knowledge of a savvy business advisor. Her experience has helped employ hundreds of people in the film and television industry, while striving to provide training and mentorship opportunities to youth and Indigenous filmmakers. Janet volunteers on the Alberta Media Production Industries Association (AMPIA), as Treasurer on the Board of Directors. She was also recognized as Avenue Magazine’s Top 40 Under 40 in 2019.

What or whom do you attribute your success to? 

I attribute my success to a lot of hard work, determination, the ability to problem solve, and showing kindness and respect towards others. I have been truly fortunate to have found a career that challenges and motivates me. I started my career in a very junior role, and with every opportunity that presented itself, I gradually took on more responsibility to learn and grow as much as I could. Finally, and even more importantly, I have been surrounded by some incredible people who share, teach, and provide me with opportunities; peers that want me to succeed as much as I want them to, and a team that supports one another.

Who would you like to thank, and what would you like to tell them? 

There are so many amazing people in my life that I would like to thank. I thank my family for encouraging me to be a strong, independent woman; my partner, Brett Morhart, for being the person that has balanced and centered me; my son, for giving and showing me the purpose in life, and lastly, to the team at Prairie Dog Film + Television, for giving me the opportunity to understand what it takes to work harder than you ever thought you could, yet be so passionate about something you couldn’t picture doing anything but.

Josh has demonstrated professional acumen throughout his career and within his volunteer roles. As the Manager, Real Estate Finance for Calgary Co-operative Association, Josh has not only impacted his company, but has also assisted many clients of Calgary Co-Op, including a number of not-for-profits, in negotiating fair and reasonable agreements. Josh is an active member of the community, serving on various boards including the Beth Tzedec Congregation, where he has served as Treasurer for the last four years. Josh is also one of the founding volunteers of Light It Up Calgary, an evening walk and run held in April of each year, with proceeds going to Wellspring Calgary, an organization lends valuable support to those living with cancer. 

What or whom do you attribute your success to? 

I've had many great mentors, coworkers, instructors, and support early in my career and in my volunteer roles. My father, David Inhaber—who is a FCPA —introduced me to the CGA program and pushed me to pursue my designation. He has always been there to support me and I wouldn't be where I am today without him.

Who is the first person you shared the news with?

I was completely surprised when I heard that I had been chosen to receive this award and still don't believe it. Yanna, my fiancee, was the first person I shared the exciting news with. We push each other to be the best we can be in everything we do, and I'm so excited to share this with her.

Ross is a Vice President with Ernst & Young Orenda Corporate Finance. He has advised his clients on transactions with a combined value of over $1 billion, including FYidoctors on a strategic minority investment from L Catterton and Calgary Municipal Land Corporation on the Calgary Event Centre.

Ross received his designation in 2014 and was awarded the Gold Medal for highest standing in Western Canada. He also earned a place on the Dzurko Honour Roll on the 2013 Uniform Final Exam.

Ross devotes considerable time to supporting aspiring accounting students and CPA candidates. He has taught as an instructor at the University of Lethbridge, and is a lead facilitator for the CPA PEP finance module in Ontario. He also acts as a session leader for CPA PEP modules and he has helped in the development of materials for the CPA PEP finance module. Ross is also a Chartered Business Valuator and a course leader for the Canadian Institute of Chartered Business Valuator’s Corporate Finance course.

What or whom do you attribute your success to?

I attribute my success to those that have continuously given me the opportunity to take on stretch projects, while also investing their time to mentor and coach me at each stage of my career.

How has the CPA designation impacted you?  

The CPA designation has given me a foundational understanding of business and finance. As a result, I have been well equipped to tackle and understand the issues my clients are facing, and help them resolve their greatest challenges.

Devan has shown his commitment to the profession in his work as the Senior Investment Advisor at Western Wealth Builders/Manulife Securities Incorporated in Calgary. He has always been passionate about equipping people with financial knowledge, and has done so by speaking at financial and tax planning seminars. Devan was the first in-house branch financial planner for BMO Nesbitt Burns, where he helped provide over 3,000 clients with access to tax planning and financial planning advice that they had not received in the past. Wanting to help others succeed, Devan has shared his approach to engaging and serving clients with colleagues, both formally and informally.

What values do you live by? 

Integrity, honesty, and efficiency while striving for patience, perseverance, and perspective.

How has the CPA designation impacted you?  

I have always seen this designation as such a strong complement to my wealth management business. Not only did the educational aspect help me to expand my understanding of taxation and running a profitable business, it adds so much weight in conversations I have with clients and their accountants. In an age where it is difficult to differentiate in service-orientated business, the CPA designation has provided me with the clout to have conversations with professionals that I might not have had the chance to without it.

Darren is recognized as a leader in helping CFOs modernize their finance function to provide more value to their organizations. Prior to his current role at Deloitte, Darren lived in Hong Kong where he co-founded a startup, which used artificial intelligence to improve the monitoring of compliance activities for financial institutions. Later Darren joined the Digital Transformation team of a multinational supply chain company. He was recruited back to Deloitte in 2018 to build out a growing advisory service line in Edmonton.

Since returning, Darren has grown the team from two to nine professionals, and led high impact projects across Alberta's public and private sectors. Dedicated to giving back to the community, Darren and his team have delivered a number of pro-bono projects for Edmonton area non-profits, including The Good Samaritan Society, Fringe Theatre Festival, and Edmonton Chamber of Voluntary Organizations.

What or whom do you attribute your success to? 

Growing up, I always had an innate hunger to learn new things, but it was seeking out stretch assignments as a professional that helped me reach the next level. From moving to Hong Kong, to being on the ground floor of a new service within Deloitte, I have always been open to novel opportunities to take big risks, learn new skills, and demonstrate leadership. Becoming a CPA gave me a stable foundation to step outside of my comfort zone time and time again with confidence.

Why is it important for you to give back? 

I am a big believer in skills-based volunteerism because the professional skills we bring to the table as CPAs matter, and can significantly extend the reach of charitable organizations. Every day I work with my clients to help them make great decisions. I get immense satisfaction from helping their organizations become more productive and prosperous. The same skills can help non-profit and public sector organizations reach more people in our communities that are not so fortunate.

With strong entrepreneurial spirit and leadership skills, Staci successfully founded and grew her own practice in Fort McMurray. A positive influence in her community, Staci’s impact has been recognized by those around her. For her many charitable initiatives, Staci has been nominated twice for the RBC's Women of Influence Award and has received multiple nominations and recognition from the Chamber of Commerce, including the Female Entrepreneur of the Year Award in 2018. In 2019, Staci also was awarded the Alberta Women Entrepreneur Award for Emerging Entrepreneur.

What or whom do you attribute your success to?

I attribute my success to a client-minded focus. I work with my team to ensure that we are providing value in every interaction with our clients. We want to see businesses succeed and because of that, clients come to us for assistance. We focus on the future and help our clients see beyond today. We achieve this by asking “how we would behave if we were a partner in their business?”

Whom would you like to thank, and what would you like to tell them? 

My team. They go above and beyond for our clients. They continue to serve them through floods, fires, and, now, a pandemic. My team always dig in and ask what the clients need and how we can serve them well. I appreciate their hard work and I know our clients do as well.

Janine is a leader in the profession. She serves as the National Digital Assurance Leader at Deloitte in Calgary, where she has grown the team from incubation to offices and staff across Canada including Montreal, Calgary, and Toronto. Janine has also developed the practice to offer multiple digital service offerings including blockchain, robotic process automation and algorithm, and data analytics. Janine also continues to champion blockchain efforts across the country and Deloitte globally. Recently she has taken on the additional responsibility of developing Deloitte’s Blockchain Assurance offering across the globe. Outside of the office, Janine has dedicated countless hours as a founding member of the Canadian Blockchain Association for Women, a board member of the Canadian Blockchain Consortium, and a board member for the Horizon Housing Society.

What is your favourite quote and why?

“I skate to where the puck is going to be, not where it has been” – Wayne Gretzky.

This quote defines how I live my life and control my career. I look for what is coming and make informed decisions on my next moves.

How has the CPA designation impacted you? 

Getting my CPA designation is the best professional decision I have ever made. It has given me so many opportunities and allowed me to sit at tables I never thought was possible.

What piece of feedback or advice was particularly meaningful or marked a turning point in your life? 

People show you who they are. You just have to listen.

Over the course of five years as VP, Finance & Operations at the University Hospital Foundation, Maureen has built a robust operations portfolio, supporting the Foundation in achieving extraordinary growth of 26% in total revenue and 47% in net assets. Maureen also accomplished these milestones while distributing $70 million to support research and innovation at the University of Alberta Hospital. Since Maureen joined the finance department, she has expanded the team and its portfolio to include 16 professionals, who oversee accounting, investments, donation services, estate management, compliance and planning, risk management, human resources and volunteer resources.

In addition to holding several volunteer leadership roles within the Edmonton community, Maureen is also a strong role model within the Métis Nation of Alberta. Maureen’s commitment to the indigenous community is demonstrated by her professional contributions on the Board of Governors of the Rupertsland Institute. For her many efforts, Maureen received the Outstanding Achievement Award from Rupertsland Institute in 2014.

What or whom do you attribute your success to? 

I attribute my success to having an amazing role model, my grandmother. She was generous and community-minded. My family's sacrifices have also allowed me to balance my family and career. I'm so grateful my husband is supportive, encouraging, and willing to make up the difference at home when I get pulled in other directions.

What piece of feedback or advice was particularly meaningful or marked a turning point in your life?

I was fortunate to have several wonderful mentors while articling. One mentor, Phoebe Elliot, challenged me when I was at a crossroads. I confided in Phoebe that I was unhappy; for me, articling was really hard, it was grinding me down, and I was ready to quit. Phoebe asked me what I was doing about it, because I was the only one who was responsible for my happiness. Until that moment, I had not considered that I was the architect of my happiness. This conversation shifted how I made my choices.

With the Office of the Auditor General of Alberta (OAG), John distinguished himself as an innovative and accountable young leader—rising to the position of Audit Principal and Head of Internal Practice Review. One to share his expertise, John is recognized as a knowledgeable presenter for events including national conferences of legislative audit offices.

John is known for his dedication for mentoring junior staff, leading the OAG in extra-curricular and charitable initiatives, such as Corporate Challenge and YWCA’s Walk a Mile in Her Shoes, and sharing his passion for his work.

Outside of work, John brings the unique skillset of a professional accountant to serve his community on numerous not-for-profit and community boards, including as a Director of the Society for Safe and Caring Schools and Communities, as Chair of the Folk Festival sub-committee, and Folk Festival Liaison with the Cloverdale Community League.

What does it mean to you to receive a CPA Alberta Achievement Award?

It is an absolute honour to receive the Early Achievement Award. I am deeply grateful and humbled to be recognized. The fact that I was nominated by my colleagues, and the nomination included letters of support from people that I have looked up to for most in my career, was something else entirely. I don’t have the words to convey how moved I was reading the letters.

Why is it important for you to give back?    

I’m here today because others gave their time, energy, and enthusiasm to build the path that I’ve walked on. Now that I have something meaningful to offer, it is my duty to make sure that the path I’ve taken is well-maintained and, if possible, extended for someone else.

An invaluable team member at Richer Currie LLP in Grande Prairie, Amy provides expert training and mentorship for students and junior staff. She dedicates countless hours of overtime, while managing her volunteer commitments and young family. A passionate volunteer, Amy has given her time and expertise on various boards in her community, such as Odyssey House where she served for eight years as Treasurer. During this time, she also took on the role of Treasurer and Vice President on the volunteer board for Building Blocks Daycare, a not-for-profit daycare. Amy is also a recognized speaker for the Financial Literacy Program with CPA Canada, a mentor for the CPA Western School of Business, and is the current Vice Chair for the Grande Prairie Chapter of CPAs.

What or whom do you attribute your success to? 

Growing up I was taught the value of hard work and dedication. I believe this can be attributed to my success. I have also had the privilege of having amazing mentors during my schooling and formal training—without whom I would not be where I am.

What does it mean to you to receive a CPA Alberta Achievement Award? Who is the first person you shared the news with?

It is an honour to have been nominated and selected for this award. I did not know I was nominated by a partner in my office. So when I received the call from [CPA Alberta CEO] Rachel Miller, I had no idea what was going on. The team members at my office were the first ones I shared the news with.

Jack’s commitment and dedication are evident through all aspects of his career and volunteer efforts. He has been a key factor in the success of CompuVision as the company expand into emerging markets, through implementing a strong, effective, and efficient approach to financials within the company. He also serves as Chief Strategist at Venturi Engineering Solutions Inc., overseeing the organization’s accountability and progress towards its corporate goals. Jack also lends his time as a board member of the Edmonton Food Bank, a board member of FEI Edmonton Chapter, and a Big Brother in the Big Brothers Big Sisters program.

How has the CPA designation impacted you?

The CPA designation has provided me with a career that goes well beyond debits and credits. This designation is both a badge of honour and technical credential, which opened many doors for me to work with people in Africa, Asia, Europe, and all over North America. I have had opportunities to interact with some of the top minds in leading edge technology because I am a CPA.

Why is it important for you to give back?

I believe in giving back because I have received more than I can ever pay back. As an immigrant, I have received countless blessings from many Canadians to get to this point, so I owe it to them to pass it forward to others.

Ebony is a motivated, hardworking professional who is focused on professional growth and development. After obtaining her designation, Ebony completed the two year in-depth tax course and earned her Chartered Business Valuator (CBV) designation. Ebony uses these skillsets to manage her firm’s tax practice in Lethbridge and provides valuation services.

Committed to giving back, Ebony volunteers for various worthy organizations. She has shared her expertise to assist in the development of others as a tutor and speaker for professional education events. Ebony was also integral in implementing the tax clinic program at the Green Acres Foundation housing facilities, which has assisted countless seniors in completing their annual tax returns.

A mother of three young children, Ebony understands first-hand the support female professionals need. As a result, she assisted in developing a Lean In Chapter in Lethbridge, which has built a strong community and fellowship of female professionals and entrepreneurs.

What does it mean to you to receive a CPA Alberta Achievement Award? Who is the first person you shared the news with?

It is a very humbling experience to be recognized by your peers. I have such respect for my colleagues and other CPA professionals, and I know that many of them continue to achieve great accomplishments and give back so much to their communities. To be recognized for my small contribution is appreciated. The first person I told was my dad. His surprise at the news was humorous.

How has the CPA designation impacted you? 

When I first started down the path of accounting, CPA was never in my thoughts. It was the push from other professionals that gave me the confidence and drive to complete my CPA. The designation has impacted my life in so many ways! It has created opportunities for me professionally that I never thought possible, and provided me with the personal and professional lifestyle that I always wanted. It is cliché to say that the designation changed my life, but honestly it did!

Jessie’s experience as the Director of Internal Audit at the University of Lethbridge has been challenging and rewarding. Pivoting from a traditional accounting role to internal audit requires a massive shift in thinking from the financial health of an organization to the whole enterprise. Providing assurance over non-financial functions and building relationships across the University has redefined Jessie’s understanding of the value proposition inherent in the accounting profession. This role has opened the door for Jessie to share her expertise at a variety of speaking events, culminating with her presentation to international colleagues at the 2018 Association of College and University Auditors Annual Conference.

Through her role as the Co-Chair of the Lethbridge and District YWCA, Jessie has made a positive impact on many women in Lethbridge. These accomplishments led Jessie to be named Top 40 Under 40 by the Lethbridge Chamber of Commerce in 2017-2018.

What or whom do you attribute your success to?

I attribute my success to my strong sense of empathy and ability to build relationships. Early in my career my manager told me to remember to lift as I climbed and that success isn’t a competition. Having the mindset to support and build those around me is what has led to my success.

What is your favourite quote and why?

“Talk about your failures without apologizing” - Brene Brown.

This quote is one of my favourites because failure is the engine that has propelled me forward. If I hadn’t swung big and failed, made inadvisable choices and failed, tried to play it safe and still failed, I wouldn’t be where I am today. Failure built my resiliency and gave me a “never give up” attitude. It has been one of the best and hardest teachers in my life.

Christina received her designation in 2009 as Class Valedictorian and is a Senior Manager with KPMG in Edmonton. Her dedication to recruitment, training, and mentorship of new CPAs has helped them transition and succeed in the profession. This mindset makes Christina a valued member of the KPMG team.

Christina is passionate about giving back to her community and as a result has volunteered in various capacities with several organizations. She has served as Treasurer for Primrose Place Family Centre and Chair of the Friends of Forest Heights Society, improving experiences for young children and students. Christina also serves as Treasurer for You Can Ride 2, a grassroots program that aims to reduce barriers to cycling for children with disabilities, and fulfills the accounting function for Sunridge Alpine Ski Club, which promotes active winter living for children and young adults.

What or whom do you attribute your success to?

The unconditional support and love of my family. There has also been many people along the way that have helped me tremendously in my professional life, but the standout supporters include my husband and my family.

What values do you live by?

I try to live by values that my parents instilled in me from an early age—honesty, integrity, and hard work.

Why is it important for you to give back?

I have been very fortunate to have my family, the opportunities afforded to me, and sheer luck to have been born when and where I was. I feel compelled to give back to those who have not been as fortunate.

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