PD Seminars - Instructors

BUCK, Gregory
GREGORY BUCK, BCOMM, CA, has been in public practice for 26 years specializing in owner managed and professional business. He has extensive experience in small to medium businesses from a practical standpoint. Greg has lectured extensively at UCFV in the Business Computing and Business Administration departments. Greg has authored three textbooks on the subject of computerized accounting and the use of computers in business.

CROFT, Patricia
Patricia Croft, BA, is the chief economist at Phillips, Hager & North and a member of the firm's Asset Mix Committee. She is also the chief economist for RBC Global Asset Management, which is the investment management arm of the Royal Bank of Canada (RBC) and Phillips, Hager & North and two other respected and affiliated asset managers. Prior to joining PH&N in early 2004, she was chief economist, asset mix chairperson and a managing director at another leading investment management firm. Previously, she held economist positions at two major investment dealers and was the chief economist at a major Canadian bank.

DUBÉ, J. Paul
Mr. Paul Dubé has been named by Order in Council as Canada's first Taxpayer's Ombudsman for a three-year term. Prior to his appointment, Mr. Dubé, who resides in Ottawa, had been working since 2006 as Legal Counsel for the Ottawa Criminal Law Office, which is a Public Defender Pilot Project of Legal Aid Ontario. During 13 years of private law practice in New Brunswick, Mr. Dubé was involved in several high-profile homicide and narcotics cases as defense counsel. Mr. Dubé gained a reputation as an effective advocate for all people especially the economically disadvantaged. Mr. Dubé has demonstrated a career-long commitment to procedural fairness and protection of the Canadian Charter of Rights and Freedom. In fact, his specialty as a lawyer has been defending people's Charter rights.

DUHOLKE, Tim
TIM DUHOLKE, FCA, has practiced tax exclusively for over 25 years and is a Senior Tax Advisor at Davis LLP. He specializes in advising professional firms and entrepreneurs on a broad range of taxation and related matters. His practice includes public and private companies in various industries. Tim has a special interest in the area of estate planning.

DYMOND, Shaun
SHAUN DYMOND, CA, is a Manager of Product Management at HSBC Global Asset Management in Vancouver where he has been involved with implementing and updating their registered plans. Prior to that, Shaun worked for ten years in personal and corporate income tax in Canada and New Zealand.

EYOLFSON, Todd
TODD EYOLFSON, BMath, CGA, joined CaseWare International Inc. in 1996. Currently CaseWare’s Director of Education, Todd has managed support, been involved with sales, marketing, and education. Todd writes training material and has instructed thousands of professional accountants across Canada, the United States, Mexico, Bermuda, Bahamas, Barbados, Grand Cayman, Iceland, and Dubai, United Arab Emirates on CaseWare applications.

GUNDERSON, Terry
TERRY GUNDERSON, B.COMM., CA, CFP, is a partner with Manning Elliott LLP. Terry has more than 33 years of financial accounting and tax experience, which ranges from advising small business clients with compilation and review engagements to auditing non-profit organizations’ financial statements. He has been part of Manning Elliott LLP’s Quality Control committee and acted as monitor leader for the firm’s quality monitoring program for several years.

HOPE, Margaret
MARGARET HOPE, M.ED., has been providing ICABC education programs since 1988. She has a Masters Degree in Education, is an Internationally Accredited Professional Speaker – one of fewer than 65 speakers ever accredited worldwide, and the author of You’re Speaking – But Are You Connecting? Margaret is an Adjunct Professor at SFU, teaches at UBC and for a variety of businesses and corporations.

JOG, Dr. Vijay
DR. VIJAY JOG is the President of Corporate Renaissance Group (CRG) and the Chancellor Professor of Finance at the Sprott School of Business at Carleton University. He consults extensively to many government departments, crown corporations, and private sector firms in assisting them to achieve breakthrough performance. He is the author of textbooks, has published numerous articles in international journals, and has won many national and international awards for his publications.

KELL, Rob
ROB KELL, CA, is a sole practitioner based in Richmond. Rob provides accounting and business advice to private companies. He is a member of the ICABC Professional Development Audit and Accounting Program Advisory Group.

KENT, Duncan
DUNCAN KENT, BA, MA, has been a professional technical writer and documentation consultant for almost 30 years. Duncan is a founding member and past President of the Canada West Coast chapter of the Society for Technical Communication, and teaches technical and business writing at SFU’s Writing and Publishing Program.

KUZNETSOVA, Olga
OLGA KUZNETSOVA is an audit manager in KPMG’s GVA Mining Industry practice. She specializes on working with clients in mining and is actively involved in work on IFRS transition projects with audit and non-audit clients in mining industry. Olga is a member of the Association of Chartered Certified Accountants in the UK.

KWAN, Jimmy
JIMMY KWAN, CA, CFA, AHKSA, B.Com., is Tax Senior Manager at Manning Elliott LLP. His areas of expertise are corporate reorganizations, estate planning, post-mortem planning and succession planning. Jimmy also researches various tax issues and strategies, and assists clients in dealing with various tax authorities. He is a volunteer member of the ICABC Tax Forum, and writes articles for Beyond Numbers.

LAMMI, Denise
DENISE LAMMI, CA has been professionally involved with income tax matters for over 25 years. She specializes in Canadian income taxation with an emphasis on all matters relevant to owner-manager businesses. She lectures extensively on income tax matters while authoring and mentoring numerous taxation related professional development courses and seminars.

LAWRITSEN, Scott
SCOTT LAWRITSEN, MA, MBA, CBV, CFA, is a Partner, Business Valuations Litigation, of Meyers Norris Penny LLP Chartered Accountants., where he leads the business valuation and litigation support practice. He has completed numerous litigation related engagements and has been qualified to testify before the Court of Queen’s Bench for Alberta. He has more than 15 years experience in corporate finance and valuations and is involved in preparing business valuations and valuation related advisory assignments, consulting on mergers and acquisitions as well as the completion of financial models and pricing analysis.

LEGG, Alex
ALEX LEGG is a senior manager in the Deloitte Vancouver Global Employer Services practice. He has worked in international tax for over 12 years. Alex was based in London, UK for over 10 years, during which time he advised a number of multinationals on a broad range of expatriate issues. In particular, Alex has worked with a number of companies identifying tax and other issues associated with the implementation of global share plans and all areas of cross border movement.

MCDONALD, Diane
DIANE MCDONALD, CA, has been in public practice for over 25 years. She has assisted many Canadian companies with initial and continuing Canadian and SEC financial reporting obligations, and provided accounting and financial reporting consultation services on matters of Canadian and U.S. GAAP to management and auditors.

MCKEE, Robert
ROBERT MCKEE, MBA, is president of West Coast Human Resources, a consulting and training firm involved in the area of employee training and development. Robert has over twenty years of experience in restructuring companies for better results, through employee involvement. His leadership expertise has helped numerous managers in re-inventing their companies and staff.

MURRAY, Dr. Jim
DR. JIM MURRAY is CEO of optimal solutions international, a firm that specializes in helping people achieve their full potential. He holds four degrees, teaches leadership development programs for the accounting profession in several provinces and has provided strategic counsel to over 600 organizations. Hailed as “a negotiator's negotiator”, nationally honoured for his career in university adult education, Dr. Murray is recognized for his “excellence in innovation and design in lifelong learning,”.

NOONAN, Bridget
BRIDGET NOONAN, CA, is a senior manager with D&H Group LLP, a medium-sized firm in Vancouver. Bridget provides accounting, assurance, and business advisory to a wide variety of clients. Bridget has remained actively involved in training at D&H Group LLP, and teaches audit and assurance courses part-time at a local university.

OSBORNE, Ron
RON OSBORNE, CA, has over 25 years experience in public practice and has developed and taught numerous GST courses since 1991. His practice covers all taxation matters, with a particular focus on the provision of GST and sales tax advice to other practitioners and their clients. Ron is also a member of the ICABC Taxation Forum.

POWELL, Scott
SCOTT POWELL, MPHIL, is a UK Chartered Accountant. Scott is an Adjunct Professor with SFU’s Business School and is President of MDA Training. He has written and delivered finance workshops around the world for numerous corporate and banking clients. Prior to joining MDA Training, he was a manager in Ernst & Young’s business risk consulting practice where he was heavily involved in the development and delivery of financial training.

POWER, Mary
MARY POWER, CA, is principal of M.V. Power Inc., and has over 21 years of experience exclusively in taxation. She has published papers in taxation, has spoken at the BC Tax Conference and has been teaching taxation courses since 1982.

RAO, Erin
ERIN RAO, CA, is a contractor and currently works with the CA School of Business. Erin developed and wrote an IFRSs Tutorial for CASB students and has been developing and preparing IFRSs training courses for CASB facilitators and students. Prior to this, Erin was a Vice President, Group Finance, at the International Headquarters of ABN AMRO Bank in Amsterdam, and was a project manager in a global team responsible for implementing IFRSs. As part of that project, Erin led two financial system conversions, developed training material and taught finance and operations staff worldwide about IFRSs.

RAO, Jyothi
JYOTHI RAO, CGA, is a Manager in the Global Employer Services group at Deloitte in Vancouver. She has over eight years of Canadian public practice experience in cross border personal tax issues. For the past couple of years Jyothi has been specializing in the area of U.S. estate and gift taxes for Canadians who are either U.S. citizens or U.S. non resident aliens. Jyothi is also a Chartered Accountant from India with public practice and industry experience.

ROBINSON, Jonathan
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. He has appeared on 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.

ROSENTRETER, Kurt
KURT ROSENTRETER, CA, CFP, CLU, TEP, FMA, CIMA, FCSI, CIM, is one of Canada’s most credentialed and experienced wealth planners. As a Senior Financial Advisor at Manulife Securities Incorporated, in his Toronto based practice, as an instructor of Financial Planning and as a media spokesperson on money issues for the national press, Kurt provides practical and common sense financial advice in easy to understand language. Kurt takes the stress out of managing money, while helping Canadians to reach their goals and dreams, in a common-sense easy to understand friendly approach.

SALMON, Alan
ALAN SALMON is Managing Director of Alan Salmon & Associates Inc, a Mississauga based company specializing in working with software companies, accountants and computer consultants to enhance their profitability. He is also a partner in TPS Software Inc, and Accounting Research Inc. and Vice President, Canadian Operations with K2 Enterprise. Alan has over 26 years of management, systems and training experience in the fields of consulting, business, and education. He is the Technology Editor and regular columnist for the Bottom Line accounting newspaper.

SEYCHUK, Allan
With over 12 years experience in analyzing global macro trends and generating forecasts, Allan Seychuk is PH&N’s point person for all issues relating to the Canadian, US and global economies. In addition to giving regular presentations to clients and external groups, Allan is also part of the asset mix and investment strategy committees with RBC Asset Management and generates the company’s quarterly economic overview. Allan is also part of PH&N’s Institutional portfolio management and client service teams. Prior to joining Phillips, Hager & North, Allan worked as an economist with RBC Financial Group, where he covered the North American, European and Pacific economies, emerging markets, Canadian provinces and Canadian housing markets. Allan holds an M.A. in Economics from the University of Toronto, attended Queen’s University for undergraduate studies, and became a CFA Charter Holder in 2004.

SHULTZ, Clayton
CLAYTON SHULTZ, FCA, FCBV, FCIArb, CArb, is the founder and president of Clayton Shultz & Associates, Inc. providing services primarily to the accounting and legal communities in arbitration, business valuation, and financial planning matters. He has published and lectured extensively on valuation, securities, and ethical issues. A past president of the ICABC, Shultz was also president of the BC Arbitration and Mediation Institute, and is currently a panel member of the BC International Commercial Arbitration Centre and the Western Canada Arbitrators Roundtable.

ST. JEAN, Isabelle
ISABELLE ST. JEAN, RSW, is a Solution-Focused Professional Coach, Certified Retirement Coach, NLP Practitioner, professional speaker and author of Living Forward, Giving Back: A Practical Guide to Fulfillment in Midlife and Beyond. Isabelle helps people to successfully navigate life transitions including career change and retirement. Recently, her leadership spirit was demonstrated by her initiating and co-authoring two award-winning and best-selling anthologies: Einstein’s Business: Engaging Soul, Imagination and Excellence in the Workplace, and Audacious Aging.

STEDMAN, A.G. (Sandy)
A.G. (SANDY) STEDMAN, CA, is a partner with Schibli Stedman King in Victoria. Prior to returning to public practice, he was the corporate controller for a group of privately held companies. His practice includes accounting and tax advice for groups of privately held companies and their shareholders.

STORY, Tristan
TRISTAN STORY, CA, is a manager with Schibli Stedman King, CAs, a medium-sized firm in Victoria, BC. His primary focus is on tax services for owner-managed companies and smaller corporate groups.

SWEENEY, Andrew
Andrew Sweeney, CA, BBA, CFA, is a fund manager and analyst responsible for Canadian equity research and co-manager of the PH&N Dividend Income Fund. Andrew joined Phillips, Hager & North in 2007, having previously been a portfolio manager of large capitalization Canadian equities with a well-respected Canadian investment management firm and the manager of its successful dividend income fund. Since entering the industry in 1995, Andrew has had analytical research responsibilities for a range of sectors. Andrew is also an adjunct professor at Simon Fraser University in the Global Asset and Wealth Management MBA program.

TAYLOR, Andrew
ANDREW TAYLOR, CA, is principal of Taylor & Associates, a Vancouver based Chartered Accountant firm practising exclusively in the area of taxation. He specializes in corporate reorganizations, purchase and sale of businesses and estate planning and, since 1988, has been a frequent lecturer and instructor for ICABC and CICA.

THOMAS, Shan
SHAN THOMAS, B.SC., MA, CA, is currently working primarily in training and education both for the ICABC and in industry, in addition to taking on industry consulting projects from time to time. She has taught PD courses in accounting and auditing for over 15 years, including authoring and mentoring various courses. Shan has over 16 years' experience in public practice, including developing and selling a successful practice, as well as several years experience as a management consultant and turnaround specialist.

THOMPSON, Mike
MIKE THOMPSON, FICB, CMC, has 20+ years commercial banking experience in structuring debt facilities for a wide range of companies across many industry segments in the UK, Ontario and B.C. to obtain quickly a competitive fix on the relative costs of client’s banking services. Mike co-authored Business Diagnostics - this innovative resource guide is targeted at the business owner-manager sector in Canada. Mike is presently Associate Vice President, RRU Corporate Education which specializes in the provision of customized training to a wide spectrum of organizations across Canada.

TRAHAIR, David
DAVID TRAHAIR,CA, is a speaker and author of Smoke and Mirrors: Financial Myths That Will Ruin Your Retirement Dreams and The Entrepreneurial Itch about the dream of starting your own business. He has made many television appearances, including CBC NewsWorld and CTV, and has been featured on many local and national radio programs. He currently operates a consulting firm.

VAN DER WESTHUIZEN, Gerrie
GERRIE VAN DER WESTHUIZEN, CA, is Controller at Baja Mining Corp in Vancouver, and has experience as a controller of a development stage mining company. He has a vast mining background, and has six years of public accounting and reporting experience with PricewaterhouseCoopers, in both Vancouver and South Africa, focused on mining. Gerrie has Canadian GAAP, IFRS, U.S. GAAP and SOX experience, and has also presented various training sessions in-house and to clients on the mining industry and on IFRS.

WENDE, David
DAVID WENDE, LL.B., is a Partner in Alexander Holburn Beaudin & Lang. David provides defence services for claims against professionals. In addition to his litigation defence practice, he has a large practice devoted to professional discipline matters. As well as acting as counsel to ICABC on disciplinary matters. Mr. Wende is a frequent lecturer on loss control issues and professional responsibility.

WILSHAW, Philippa
PHILIPPA WILSHAW, CA is an audit partner in KPMG’s GVA Mining Industry practice and is actively involved in IFRS transition projects in the Vancouver office.

WOOLLEY, Hugh
HUGH WOOLLEY, CA, of Lewis & Company, specializes in income tax focusing on the reorganization of private Canadian companies. Former Revenue Canada Rulings officer, Hugh has authored several articles and is a frequent lecturer on income tax matters.