Beruflich Dokumente
Kultur Dokumente
PM#40012957
A commemorative
publication of the
Alberta
CPA Accountants
Alberta
Unification
Joint Venture
Agency
THE ALBERTA
ADVANTAGE
Designed for outstanding finance and accounting professionals, the
WWW.BUSINESS.UALBERTA.CA/MFM
16
05
TABLE OF
29
CONTENTS
FEATURES
34
COVER ILLUSTRATION:
BEN JOHNSTON
16
FAMILY FIRST
A lifetime of opportunity for the Burgess family
19
33 MEMBER PROFILES
31
Q&As
25 WORLD TRAVELLER
GRASPING OPPORTUNITY
Kenneth Biggs is one of the
provinces most accomplished
professionals
48 5 LESSONS LEARNED
50 RESOURCES
Vision Alberta
Vision Alberta
EVENTS
Looking
Back
TECH
A HISTORY OF THE
LEGACY DESIGNATIONS
CA
1880
CMA
CGA
Vision Alberta
LOOKING BACK
1914
Albertas first commercial oil well is discovered in
Turner Valley, gushing five to seven metres above
the drilling floor. As a result, more than 500 oil
exploration companies are formed within days.
In October, the Calgary Stock Exchange is formed.
EVENTS
1914
1915-16
World War I begins, The U of A School of Accounting is eslasting four years. tablished, later to become the School
of Commerce in 1928 and the 10th
faculty of the university in 1960.
TECH
1910s
Office technologies are readily available, including typewriters, carbon paper, preprinted ledgers,
pencils and nib pens, and reams of paper.
1900
CA
1910
1902
The Dominion Association
of Chartered Accountants is
incorporated by Act of the
Parliament of Canada.
1910
On November 18, a private members bill
is introduced to incorporate the Institute
of Chartered Accountants of Alberta. The
ICAA has 11 founding members.
1914
The ICAA signs an affiliation agreement
with the University of Alberta.
1911
First meeting of the ICAA
is held, with six charter
members present.
CMA
1920
CMA Canada, first known as the
Canadian Society of Cost Accountants,
is founded. Cost of membership: $5.
CGA
1908
The Certified General Accountants Association
is founded in Montreal by John Leslie, assistant
comptroller of the Canadian Pacific Railway, to
help accountants enhance their professional skills.
1910
The Program of Professional
Studies begins as a series
of courses to sharpen
members skills.
Vision Alberta
1913
The association is
federally incorporated.
1922
The University of Alberta starts a four-year
bachelor of commerce program.
1917
After federal income tax was
introduced in the United
States five years earlier,
Canada follows suit with the
federal Income War Tax Act.
1920
Imperial Oil discovers oil in Fort Norman,
opening up a new northern frontier.
1920
Canadas Bankruptcy Act is introduced.
1922
Radio stations begin
broadcasting from
Edmonton and Calgary.
1920
1916
Articling is introduced. Students are
required to article for four years with a
Chartered Accountant and register with
the ICAA as a student-at-accounts.
M i c r o sof t E R P, C R M , S h a r e Po in t
1921
Office operations get a boost. After
borrowing supplies from the university for
years, the ICAA finally purchases its first
office equipment a desk for $65 and
an Underwood typewriter for $132.55.
1923
Invention of the Ditto machine, an
early version of the photocopier.
1929
Membership reaches
100 and fees are raised
to $30 for a resident
practising member.
LOOKING BACK
EVENTS
1934
The Canadian government
creates the Bank of Canada to
regulate the nations monetary
system. The United States Securities and Exchange Commission
is also created.
1939
Germany invades
Poland. Canada
declares war and
enters World War II.
1935
William Aberhart of the new Social
Credit Party becomes premier of Alberta.
1944
The World Bank
and International
Monetary Fund
are established.
1940s
This decade ushered in an age of radar,
atomic energy, electronics, jet engines,
the Cold War and the nuclear bomb.
TECH
CA
1930
1940
1932
The Institute purchases a new
mimeograph machine (a lowcost printing press) for $32.
1939
Alberta students score
well on the first Uniform
Final Exam (UFE).
1935
ICAA decides to recommend a prescribed
course of study for students the Queens
University correspondence course.
CMA
1940
Membership reaches 150, representing an
increase in national power Alberta sends three
voting representatives to the annual meeting of the
Dominion Association of Chartered Accountants.
1930
The organizations
name is changed to the
Canadian Society of
Cost Accountants and
Industrial Engineers.
1941
Provincial societies in Ontario and Quebec
are formed, with the power to grant the
newly established professional designation
of Registered Industrial Accountant (RIA).
1943
The Calgary Chapter is formed.
1938
The Edmonton chapter is formed.
CGA
1932
Ivy Cox becomes the associations
first female CGA.
Vision Alberta
1947
Imperial Oil discovers the Leduc No. 1
oil well, kick-starting
the biggest oil boom
in Albertas history.
1953
Coronation of Queen Elizabeth II.
1946
The end of the Second World
War marks the beginning of
profound growth for the entire
profession of accounting.
1946
Creation of the first electronic, general
purpose computer. It fills a 10 by 15
metre room and weighs 30,000 kilograms.
1950
Birth of the Internet, originally a project
by the U.S. government to enable communication in case of a nuclear attack.
October 1957
The Soviet Union
launched Sputnik
1, the first satellite
to orbit the Earth.
1955
Black-and-white TVs become
popular. CBC and Radio-Canada
TV stations begin broadcasting.
1950
1949
Dorothy Reid becomes the
first female Alberta CA.
1950
ICAA membership reaches 250 and
explodes over the decade, reaching
500 in 1956 and 814 in 1960.
1954
Three technical sessions are introduced
at the annual meeting to help members
keep up with the increasing complexity
of the profession.
1953
Council places the first
advertisement of successful UFE candidates
in the newspapers.
1956
Members vote to make
it mandatory to pay
articling students at
least $100 a month.
1948
The name of the national organization is changed to
Society of Industrial and Cost Accountants of Canada.
July 8, 1949
The Society of Cost and Industrial Accountants
holds an annual meeting in Banff, the first time the
Society had met outside of Ontario and Quebec.
December 8, 1949
Anne Maria Boyer of Montreal becomes the
first woman admitted to RIA membership.
1945
Association membership stands at 1,253
and there are chapters from coast to
coast. Provincial and territorial associations are later established under their own
charters, including the Certified General
Accountants Association, Canada Prairie
Region, which later becomes CGA Alberta.
1950
A standardized, nationwide curriculum
developed with the University of British
Columbia is introduced.
Vision Alberta
LOOKING BACK
EVENTS
1958
The provincial auditor begins the
Alberta governments first serious study into using computers,
exploring the advantages of a
computerized payment system.
1966
The University of Calgary is established when an
existing college, the Calgary branch of the University of Alberta, gains autonomy as a university.
Its School of Business is founded a year later.
TECH
1961
The worlds first all-electronic desktop calculator is produced.
1962
Invention of audiotape cassettes.
1960
CA
1960
The Alberta CA profession
celebrates its 50th anniversary
by hosting the national annual
conference in Banff.
1960
The first ICAA continuing
education classes are held and
the first CICA and ICAA directors
of education are hired.
1963
ICAA membership reaches 1,000.
1964
The Institute launches it first quarterly
newsletter and a new subcommittee to
deal with recruitment.
CMA
CGA
10
1967
The University of Lethbridge
is first established.
1961
The Certified General Accountants Association
(Canada-Prairie Region) is incorporated under
the Societies Act of Alberta with 11 certified
members and 66 students. The total national
population consists of 1,135 certified members
and 1,881 students. The new association
administers the affairs of CGA members in
Alberta as well as Saskatchewan and Manitoba.
Vision Alberta
1967
The Western CA Course of
Instruction is launched,
with 16 subject areas.
July 1969
Apollo 11 lands the first
humans on the moon.
1970
Canada starts to go metric.
1971
Peter Lougheeds Progressive
Conservative party topples the Social
Credit party, going on to steer Alberta
through one of its largest booms.
1972
Offices started using teletype
machines to enter and process the
data of early personal computers.
1970
1970
On September 1, a landmark decision goes into
effect that all students
entering the Institute must
have a university degree.
1971
The first annual one-week professional
development session is held in Banff in
the fall. The ICAA continues to develop
leading-edge courses; by 1975, six
computer-related courses are offered.
1973
The ICAA holds three pilot
tax clinics. CAs also organize
public tax forums.
1968
The name is changed to the Society
of Industrial Accountants of Canada.
1968
The CMA Coordinating Educational Committee publishes a study
called The Nature and Scope of Accounting, which evaluated the
nature of the accounting function looking toward the economic
and technological environment of the 1980s. The report highlights
the need for accountants to become proficient in fields beyond the
traditional accounting, auditing and related courses. As a result,
the organization identifies new fields of knowledge which accountants would require, including behavioural sciences, analysis and
communication and legal aspects of business and management.
1969
An office is established in Calgary.
Early 70s
CMA forms a national committee to
change the name of the organization.
As the future role of the RIA would
be in managing and using accounting information rather than simply
providing information, the concept of
management accounting becomes the
focal point for the committee. At this
time, the organizations members were
outgrowing the term industrial as
demographics showed 25 per cent of
members were employed in government
and 35 per cent in service industries.
1971
The Alberta Education Committee
produces a new curriculum to address
the needs identified in the 1968 study.
Vision Alberta
11
LOOKING BACK
EVENTS
1979
The University of Alberta establishes
the Francis G. Winspear Chair
of Accounting, one of the first
accounting professorships in Canada.
1980
The National Energy
Program is introduced by
the Trudeau government.
TECH
CA
CMA
CGA
1980
1974
The Institute presents a
report to government on the
role and responsibilities of
the provincial auditor. The
majority of the Institutes recommendations for creating
the office of the Provincial
Auditor General are accepted.
In 1974
The National Committee for the
name change recommends that
the name of the Canadian and
Provincial societies be changed
to the Society of Management
Accountants and the designation
be changed to Certified
Management Accountants.
1980
Membership approves a mandatory
practice review program.
1981
The ICAA makes its first
formal statement on a
public issue in response
to the National Energy
Program announced in
the 1980 federal budget.
1976
The national and provincial societies
approve the name the Society of
Management Accountants.
1974
The Manitoba Association begins to
administer its own affairs, independently from the Alberta Association.
1974
CGA-Canada approves what would
become the Code of Ethical
Principles and Rules of Conduct.
The national office relocates to
Vancouver from Montreal.
12
Vision Alberta
1981
IBM introduces its PC
Model 5150, sparking
widespread adoption
of personal computers.
1977
The national organizations name
is changed to the Society of Management Accountants of Canada.
In 1979
The provincial society becomes the
Society of Management Accountants of
Alberta. Six founding members of the
Alberta Society are honoured as Fellows of the National Society: Kenneth
Biggs (for more on Kenneth Biggs,
see story on p. 31), Patrick Bowsher,
Douglas Campbell, Adrian McDonald,
Walter Nobbs and Raymond Zimmel.
1977
The Certified General
Accountants Association of the
Northwest Territories is registered
under the Societies Ordinance of
the Northwest Territories.
1979
The Saskatoon office is
officially opened and the
Certified General Accountants
Association of Saskatchewan
is incorporated.
1977
CGA-Canada becomes a founding
member of the International
Federation of Accountants (IFAC).
1982
Canadas Constitution Act,
which includes the Canadian
Charter of Rights and Freedoms, comes into effect.
1986
Oil prices crash, resulting
in widespread layoffs and
crumbling real estate prices.
1985
The first dot-com domain
name is registered.
1989
Tim Berners-Lee develops HyperText Markup Language (HTML),
giving rise to the World Wide Web.
1990
1982 1983
The Chartered Accountants
Education Foundation (CAEF)
is established to advance
exciting education initiatives
for the Alberta CA profession.
1986
The first public representative,
Ralph A. Thrall Jr., of Lethbridge,
is appointed to Council.
1987
Royal assent is given to the Chartered
Accountants Act, ensuring accountability and standards in the accounting
profession in Alberta. ICAA membership
reaches 5,000.
1985
The change in designation
from RIA to CMA occurs,
positioning CMAs as leaders
with both accounting knowledge and management
strength. It defines the CMA
specialization and positions
the profession for the future.
1988
The CAEF launches
the funding for the
CA Chair at the University of Alberta.
1982
At the national level, the General Accountants Association becomes the Certified
General Accountants Association.
1987 1991
A major revision of the education
program, known as Program 90, is completed. Competency-based objectives,
management emphasis and integration
of ethics and information technology become hallmarks of the revised program.
1987
CGA becomes a brand. CGA is registered
under the federal Trademark Act, providing
national and provincial recognition.
1988
The CGA Act is proclaimed as Law in Alberta,
providing legal protection of the title Certified General Accountant. It assures CGAs
the right to perform audits and reviews and
maintains the right to self-governance.
1988
The John Leslie Award is established
in honour of the associations founding president and chair. The award
recognizes exceptional service.
Special Commemorative Issue
Vision Alberta
13
LOOKING BACK
EVENTS
1991
GST introduced
in Canada.
1993
Kim Campbell becomes Canadas
first female prime minister.
1991
The euro launches as online currency.
In 2002, it becomes legal tender.
2001
Enron collapses in the largest
business failure in corporate
history. This and subsequent business
scandals. lead to public disillusionment
in capital markets. The accounting profession responds swiftly to restore public
confidence by introducing stringent new
standards and governance reform.
1994
The North American Free Trade Agreement
(NAFTA) is established by the governments
of Canada, the United States and Mexico.
1992
Ralph Klein elected as premier, embracing policies of deregulation, fiscal restraint and low taxes.
TECH
CA
CMA
1995
Microsoft releases Windows 95
1999
The term Wi-Fi becomes part of the
computing language and users begin
connecting to the Internet without wires.
2000
1992
Dr. Lane Daley becomes
the first professor to
hold the CA Chair at the
University of Alberta.
1994
The CICA launches
a new branding
strategy, Strength
beyond numbers.
ICAA membership
passes 6,000.
1996
Ann Rooney FCA of
Calgary becomes
ICAAs first female
president, following
in the footsteps
of her father, John
Rooney FCA, who
served as president
in 1968.
1991
An Affiliation Agreement between the national organization and the provincial and
territorial affiliates further defines their respective roles and responsibilities.
1992
The Alberta Securities Commission acknowledges the equality of CGAs
and their right to conduct audits of public companies.
1998
Lifetime Achievement Awards are
added to the prestigious Merit
Awards Program. First to be honoured are Elvin Christenson FCA,
Eric Geddes FCA, Doug Hagerman
FCA, and Jim Miller FCA.
1998
A national requirement is instituted for
CGAs to obtain a bachelors degree prior to
certification. Partnerships are developed
with universities to provide distancelearning options for degree completion.
CGA
Collaborating with you to bring clarity to complex legal issues and reduce business risk
is our focus. For 100 years, Field Law has been a go-to western and northern regional
law firm delivering what our clients and business partners value.
2000
In the year of its 90th
anniversary, ICAA attains
several milestones membership reaches 7,000,
the Western provinces
launch the CA School of
Business, and Continuing
Professional Education,
demonstrating dedication to lifelong learning,
becomes mandatory.
2001
The Regulated Accounting Profession Act (RAPA) is enacted. This
act brings governance of the three
accounting designations in Alberta
under a single piece of legislation.
2006
The Accounting Standards Board ratifies a new strategic
plan for the future of Canadas accounting standards,
including a key decision to adopt international accounting rules for Canadas publicly traded companies.
2007
Apple launches the iPhone.
December 9, 2014
The Chartered Professional
Accountants Act is passed by the
Legislative Assembly of Alberta.
December 17, 2014
The CPA Act receives Royal Assent.
Once proclaimed, the act will establish
the CPA designation in Alberta and
create a single, unified regulatory body
for the CPA profession in the province.
2010
Apple unveils the iPad.
2010
2001
The University of Calgary and ICAA
establish the Richard F. Haskayne
OC FCA Chair in Accounting.
2006
A national advertising campaign, running
under the banner of The CA Advantage
is launched. The CICA joins eight of the
worlds leading accounting organizations to
form the Global Accounting Alliance (GAA).
2003
First CA School of Business students to write the
national UFE achieve an exemplary pass rate of
83 per cent the highest in all of Canada
marking the success of the innovative CASB
program, launched in June 2001.
In 2010
The ICAA celebrates its centennial anniversary
and 100 years for the CA profession in Alberta.
2007
A new CA logo is launched.
Also in this year, the expansion
of pre-qualification education
is approved by ICAA members.
2006
The CMA Competency Map
is introduced, serving as
a resource for education
and program planning.
2004
The CGA Alberta Research and Education Foundation is established to conduct, fund and promote
research in the field of accounting, commerce and
related public policy issues, as well as provide
scholarships to students in the CGA program.
2004
Vision 2020, a broad-based, multi-year
research partnership is launched by the CGA
Alberta Research and Education Foundation
and the Alberta Chambers of Commerce.
2008
CGA Canada celebrates
its 100th anniversary.
2011
CGA Alberta celebrates
its 50th anniversary.
CGAs are a vital part of our province and our country. Their skills
and knowledge will be counted on to provide direction and strategic
leadership to Albertas organizations. Their advice will move
markets and the futures of businesses, in Canada and beyond.
CGA Alberta CEO John Carpenter, MBA, FCGA,
in his address to the 2011 graduating class
Vision Alberta
15
16
Vision Alberta
Family
FIRST
AN ACCOUNTING FOUNDATION HAS
MEANT A LIFETIME OF OPPORTUNITY
FOR THE BURGESS FAMILY
BY Colleen Seto
Vision Alberta
17
My dad was at
the forefront
with the
leadership
skills, and
passed that
down. It was
then up to each
of us to take
it in whatever
direction we
wanted.
- BRENDA BURGESS
18
Vision Alberta
Passing
TORCH
THE
Vision Alberta
19
We sit down
with our clients
to figure out
their goals and
ideas and then
come up with
plans to help
them achieve
them. Were
always working
with them.
- JEFF BOESE
20
Vision Alberta
Vision Alberta
21
CLOCKWISE FROM LEFT: Don, David, Bill and John Fowlis (seated)
22
Vision Alberta
All in the
FAMILY
FOR THE FOWLIS FAMILY, ACCOUNTING
PROVIDED A SOLID FOUNDATION FOR
AMBITIOUS CAREER PATHS
BY Samus Smyth
Vision Alberta
23
When I
did get my
designation,
the whole
family
was there.
Everybody
recognizes how
valuable it is
going forward
and how much
hard work I
have had to
put in.
- DAVID FOWLIS
24
Vision Alberta
Q&A: SOME OF THE PROFESSIONS MOST ACCOMPLISHED MEMBERS REFLECT ON A LIFETIME OF ACHIEVEMENTS
WORLD
Traveller
BY Colleen Seto
OR RAY G. HARRIS,
Vision Alberta
25
Sylvia Ahn
Xi (Cassie) Chen
Mitchell Kennedy
Ashley Crabb
Zain Farooq
Laura Gibbs
Kristine Lee
Cory Lefebvre
Marden Litchfield
Paulveer Manesh
Alexander May
Ryan McKim
Cynthia Richert
Prabhleen Saini
Amy Stiksma
Ryan Wachter
Yi Yang
www.bdo.ca
Q&A
Ray Harris
(continued from page 25)
And then, of course, becoming a partner in the firm.
VA: What is one of the earliest memories you have working in
the field? How were things different in those early days?
RH: When I started out, we spent a lot of time travelling from town
to town doing work for local businesses. We had to assemble
records out of boxes with invoices and cancelled cheques. You
dont see that kind of thing anymore now with computers. Businesses are much more organized now. There are more tools at
your disposal to do your accounting records.
In those days, all the firms were in the major cities so we had
to spend a lot of time on the road and in hotel rooms; we had lots
of fun doing it though!
VA: What has your designation meant to you?
RH: Its meant a fantastic business experience, a very comfortable
living and getting to work with lots of different people, businesses
and countries.
VA: If you could change one thing about your career, what
would it be?
RH: Not sure I would have done very much different. I might have
gotten involved in the international work earlier so I could have
travelled more. But I didnt suffer a lot; all of the work I did, especially the mergers, it was all a lot of fun.
VA: Youve done some remarkable international work,
particularly with the World Bank. What was that like?
RH: I got a call from a partner in Washington right before re-
28
Vision Alberta
GO NORTH
Young Man
GRANT HINCHEY BUILT HIS CAREER BY FOLLOWING HIS SENSE
OF ADVENTURE REGARDLESS OF THE CLIMATE
BY Robbie Jeffrey
RANT HINCHEY
Vision Alberta
29
Q&A
Grant Hinchey
were in Yellowknife for 30 years.
VA: Did you have any expectations for the path your career
would take?
GH: No, I was very open about it. I knew I didnt want to spend my
life doing audits; I wanted variety and found that in the smaller
practice. I had an insatiable appetite for reading tax manuals,
which my wife could never understand. If we went away on a holiday, Id take tax manuals with me.
VA: What did you enjoy early on in your career?
GH: I liked interacting with the customers and felt that a major part
of our role was to develop their knowledge and understanding of
what they could do if they managed their finances more effectively.
VA: What was the most dramatic shift in the industry that you
witnessed over the course of your career?
GH: When I was first up in the Arctic, we would go out and do
audits and we had to take our calculators, our bedrolls, and even
in some cases, food, because we worked in very small communities. And of course, the first computers used to weigh a ton. So
the computers of today have made life so much easier. I spent so
much time doing spreadsheets manually, so you had to develop
better mental skills. But now, you can do so much of it on the
computer that you can accomplish a lot more in less time.
VA: If you could change one thing about your career, what
would it be?
GH: I dont think I would change anything. I had a very good relationship with the commissioner of the N.W.T., and I was president
30
Vision Alberta
Grasping
Opportunity
ALWAYS BE WILLING TO REACH BEYOND YOUR COMFORT ZONE, SAYS
KENNETH BIGGS, ONE OF THE PROVINCES MOST ACCOMPLISHED AND
INFLUENTIAL ACCOUNTING PROFESSIONALS
BY Kelly S. Thompson
Vision Alberta
31
Q&A
Kenneth Biggs
32
Vision Alberta
MEMBER
PROFILES
A PROUD
LEGACY
VOLUNTEERING IS
IMPORTANT BECAUSE ITS
REWARDING PERSONALLY
AND YOU MAKE A
CONTRIBUTION.
THE FUTURE OF
ACCOUNTING IS
VERY PROMISING.
RAFIK KURJI
PAGE 41
SANDRA KING
PAGE 39
Vision Alberta
33
CORNERSTONE
STELLA PENNER CA FCGA
STELLA PENNER WAS 18 WHEN SHE
started bookkeeping for her fathers agricultural feed manufacturing business in
Virden, Manitoba. She never received formal training in budget-balancing, but she
had a talent for numbers and her mother
taught her the basics: cost accounting,
year-end adjustments, and the standard
debits and credits.
In 1974 Stella moved to Winnipeg
and, based on strong references from her
fathers business auditors, got a job bookkeeping with a CA firm. Then, lured by
the promise of making more money in construction, she told the firm she would stay
only if she could do what the men were
doing. All the people in articling were
34
Vision Alberta
| CALVISTA LLP
ORGANIZATIONAL PERSPECTIVE
Vision Alberta
35
OPPORTUNITY
Vision Alberta
VERSATILITY
BRYN JONES CMA CA
EDMONTON, HARDISTY, SEDGEWICK,
Olds, Camrose: Bryn Joness work history
sounds more like Johnny Cashs Ive
Been Everywhere, Man than it does an
accountants resum. But its his accounting background that made his geographic
manoeuvres possible in the first place.
Its a career path with a lot of flexibility
and opportunity, he says, adding that his
own employment trajectory has been everything and more than Ive anticipated.
Currently the chief financial officer at
Command Fishing and Pipe Recovery
Ltd., Bryns prior work experience
has included the fields of agriculture,
municipal government, and public
practice. Its hard to describe what an
Vision Alberta
37
TRANSFORMATIONAL
DAVID CRAIN MBA FCMA
DAVID CRAIN IS PASSIONATE ABOUT
his work and designation of Fellow of the Society of Management Accountants of Canada
(FCMA), a title he describes as transformational. As the executive director, finance and
operations, at Strathcona-Tweedsmuir School
in Calgary, his experience and education
allow him to confidently fill roles in a variety
of areas, including human resources, finance,
IT and more.
While some might assume that accountants deal strictly with finance, David says
that with his designation comes endless
flexibility, and no limitations on career
38
Vision Alberta
| STRATHCONA-TWEEDSMUIR SCHOOL
OPPORTUNITY
BY HEIDI TURNER
PHOTO BY BOOKSTRUCKER
Special Commemorative Issue
Vision Alberta
39
AWESOME
Vision Alberta
COLOSSAL IMPACT
RAFIK KURJI FCMA
RAFIK KURJI BREAKS THE MOULD ON
the adage that those who cant do, teach.
As associate professor of accounting at the
Bissett School of Business at Mount Royal
University, Rafik is helping to shape the next
generation of accountants. Teaching is the
most rewarding and satisfying experience,
he says.
Rafiks own education and career
enjoyment is part of what spurred him
into a passion for educating. It is exciting,
thunderous and sexy! Rafik says of the
accounting profession, a sentiment he
hopes to inspire in his students. He holds a
bachelor of commerce and was awarded his
Vision Alberta
41
CREDIBILITY
ADAM BATTISTESSA CGA
CREDIBILITY IS THE WORD THAT
Adam Battistessa, Canadian property tax
manager with Shell, uses to encapsulate
the power of his CGA designation. The
significance of this term is apparent as he
describes the benefits of the designation
that has helped propel his career at Shell.
It didnt happen right away, but over time
I was taken more at face value by colleagues. I was definitely more marketable
within the company, he says.
For Adam, the designation has enhanced his perspective. Starting as an
economist, he accumulated a wealth of
42
Vision Alberta
| SHELL
NO FEAR
| UNIVERSIT Y OF LETHBRIDGE
BY ROBIN SCHROFFEL
PHOTO BY ROB OLSON
Special Commemorative Issue
Vision Alberta
43
FULFILLING
Vision Alberta
OPENS DOORS
MARK WOLTERSDORF FCA CMA CGA
AS A PARTNER WITH DENTONS
Canada LLP and one of Canadas leading
tax lawyers, Edmonton-based Mark Woltersdorf plays a key role in the negotiation
and counsel of multimillion-dollar business
transactions. Behind that success in law
is a strong background in accounting:
Mark started his career as an accountant
and holds the CA (he is a Fellow of the
Chartered Accountants), CMA, and CGA
designations.
The designations are well-respected;
they open doors. Once those doors are open,
its up to you to make the best of it, he says.
It gets you the skills you need to succeed
and helps you think critically about every-
Vision Alberta
45
POSSIBILITIES
RYAN KRUTZFELDT CGA
RYAN KRUTZFELDT IS VICE-PRESIDENT
of operations for Collicutt Energy Services
Corp. Although he has moved from the
accounting side into operations, he says
his accounting experience is invaluable,
providing him with a base of knowledge to
make important decisions.
Accounting absolutely helps, Ryan
says. Accounting helps you put the pieces
together. I can look at a financial statement and understand what it says. I can
tell where we excel and where we need to
improve. Its an important aspect of being
in operations.
46
Vision Alberta
SERVING OTHERS
DANIEL CHOW CA
| ENTRUST CORP.
Vision Alberta
47
5 Lessons Learned
BUSINESS LEADERS SHARE SOME WORDS OF WISDOM FROM THEIR YEARS OF EXPERIENCE
BY David DiCenzo
JOHN FERGUSON 73, Edmonton
Current Role: Founder and chairman of the
board for Princeton Developments Ltd. and
Princeton Ventures Ltd. in Edmonton.
Education: Bachelor of Commerce from the
University of Alberta (1964) and CA designation from Institute of Chartered Accountants
(1967)
The Path: John began his career at PricewaterhouseCoopers, where he received his CA
designation. He then joined Oxford Development Group as comptroller. At 28, he jumped
ship to become the CFO of Numac Oil and
Gas Ltd. In 1975, Ferguson founded Princeton
Developments Ltd., a real estate development
business. His resum includes being on
the board of directors of Alberta Investment
Management Company (AIMCO), chairman of
Suncor Energy and chancellor emeritus and
chairman emeritus at the U of A.
48
Vision Alberta
Vision Alberta
49
O MATTER WHERE
CPA Assist Program: Healthy professionals make a healthy profession. The CPA Assist program is available to all CMAs, CGAs, CAs, CPA candidates, and their families to enhance their wellness. The program is completely confidential, and offers
professional counselling, peer support and health and wellness services to deal
with a variety of issues, including stress management, burnout and addiction.
Career Services: An accounting designation brings career opportunities.
Whether its a first job as a candidate or a move into the C-Suite, there are
many programs and workshops that can help, including resum reviews and
mock interviews. Importantly, the profession now has an expanded job board,
so organizations can find the best candidates to fill roles and professional
accountants can find the right fit for their skills.
Networking Opportunities: Connecting with colleagues to build a strong professional network is important. As the CPA profession continues to be built, there
will be more opportunities for members to interact with each other and the
professional body, both through expanded conferences and events and more
robust local chapters.
These are just a small sample of the resources and services available to
Albertas designated accountants. As the unification journey nears its completion, there are sure to be even more ways the future CPA Alberta body will
have a positive impact on Albertas designated accountants.
zsa.ca
M@ Z S A _ A C C O U N T I N G
ZSA, the ZSA logo and ZSA Accounting is the Recruitment Firm for Professional Accountants are trade-marks of ZSA Accounting Recruitment Limited.
www.pwc.com/ca/careers
Discover
your future
To get the most from your career, you need the best opportunities to let you grow
as an individual, work flexibly, build lasting relationships and make an impact in
a place where people, quality and value mean everything. These opportunities
are at the heart of PwC.
Join the PwC team at one of our two Alberta locations to discover your future.
Calgary
111-5th Avenue SW, Suite 3100
Calgary AB T2P 5L3
+1 403 509 7500
Edmonton
10088 - 102 Avenue NW, Suite 1501
Edmonton AB T5J 3N5
+1 780 441 6700
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