| A results-oriented executive with partner level experience
in management, human resources management, and client service. Operational
insight gained in a wide variety of industries essential for providing
superior advisory services to large corporate and small business companies.
Skilled at developing effective human resources philosophies, policies,
and systems; strong internal consultation skills; excellent track record
in the initiation and management of change, recruitment, performance management,
conflict resolution, and mentoring. Demonstrated knowledge of the critical
components of financial and operational controls and the importance of
governance in organizations.
SELECTED ACHIEVEMENTS
Managed a major accounting practice that produced sustained growth in
revenues and incomes in excess of plan and prior years during an economic
downturn.
Provided superior service to a portfolio of clients ranging from large
public corporations to small business enterprises in diverse industries,
including retail, wholesale, transportation, hospitality, energy, realty
management, manufacturing, professional services, and not-for-profit.
Delivered comprehensive submissions to audit committees and boards of
directors on critical management and financial issues, resulting in concurrence
for implementation of the recommendations.
Completed the review, documentation, and testing of procedures and internal
controls of a large Canadian subsidiary of a global organization to meet
the requirements of the Sarbanes-Oxley legislation in the United States.
Spearheaded the development and successful implementation of initial strategic
plans for not-for-profit organizations, a provincial crown corporation
and a professional organization.
Played a lead role in several mergers of professional accounting practices
from a human resources perspective resulting in the harmonious integration
of people and policies.
Implemented a performance management program, based on goal-setting, coaching,
training, and timely feedback, that resulted in enhanced levels of staff
satisfaction.
Designed a comprehensive university recruitment strategy that significantly
raised the success rate of quality hires and positioned the firm as the
number one choice within two years.
Served as a mentor and coach to numerous professional accountants and
to management in not-for-profit organizations.
PRIOR EXPERIENCE
Deloitte – Calgary, Vancouver, and National –
Partner
Resources Connection – Contract Executive for Sarbanes-Oxley
Engagements
Alberta Sport Council – Strategic Planning Director
QUALIFICATIONS
University of Western Ontario, Ivey Business School – BA (Honours
Business Administration)
Institute of Chartered Accountants of Alberta – FCA
Past President; Chair and Member of numerous committees including Strategic
Planning
Canadian Institute of Chartered Accountants – Past Member of Board
of Governors and Past Chair of the Auditing Standards Board
The Rotary Club of Calgary, The Parks Foundation, Calgary, and Lougheed
House Conservation
Society – Past Director and Treasurer
Street Teams/Safe House Society of Calgary – Past Chair, Treasurer
and Director
Management Advisory Council, Haskayne School of Business, University of
Calgary – Executive Committee and Chair, Accounting Committee
Olympic Trust of Canada - Governor
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