CM Autumn Template - Institute of Chartered Accountants of Ontario

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(From page 25) John: I have experienced a higher calibre student with the benefit of having another avenue to recruit from prospectively. In fact, since the Institute has published our status as a CA Training Office on its website, I have received many enquiries from prospective students – a situation that didn’t exist before becoming a CA Training Office. Richard: Are you concerned about your ability to retain your CA student post-qualification? John: You do your best to provide an exciting environment while offering new challenges. Leaving our firm to gain experience in industry isn’t necessarily a bad thing – it provides the newly qualified CA with a well-rounded experience, further equipping the professional with the ability to think outside of the box. Regardless of the outcome, I believe there are two fundamental benefits: first, a professional that trained at my firm is a referral source for future business, and secondly, I have been involved with training a CA who is well equipped to advise the small-tomedium sized business, which is good for the CA profession. Richard: What has been the best experience with the program to date? John: It’s having the support from the CA profession to assist in developing a customized training program for CA students. The CA profession has taken the idea from conception to implementation, providing a basis from which we can further strengthen its application. jennifer mazzarolo CA jon nagamatsu CA 26 CheckMark • Autumn 2009 alex barker CA jonathon morris CA carmela tersigni CA The Mason Group specializes in the recruitment and placement of fi nance and accounting professionals because that’s the world we come from. For permanent or contract searches – for all levels from Financial Analyst to CFO – we know what it takes to help our clients and candidates fi nd their perfect fi t. Richard: Do you have any advice for other small CA Training Offices and/or sole proprietors who are thinking about becoming a CA Training Office? John: Don’t be afraid of the challenge of taking on something that’s not in the traditional sense. CA students gaining practical experience outside of the traditional audit path can provide a fresh perspective on your business, by challenging methodologies and/or bringing a new perspective to the table. For example, my current CA student has already developed a skeptical approach in analyzing certain financial information, which has resulted in her providing me with valuable evidence on a particular file that I might have to bring to court. In addition, the application process confirmed the substance of the practical experience. Richard: Are there any other comments that you would like to share about your experience with this program? John: The fundamental requirements built into the system for any CA Training Office continue to develop the key requirements for good CAs without diluting the value of the designation. If you are interested in further discussing my experience, please feel free to contact me at johnmorgan@morgantrustees.com. it takes one to know one andrea cromie CA Discover yours at www.masongroup.ca jeff campin CA mark frankel CA Mississauga 905-804-1100 Toronto 416-733-9393
Eight CAs Honoured with ICAO Award of Distinction Eight young Chartered Accountants were recently honoured as the 2009 ICAO Award of Distinction recipients. The ICAO Award of Distinction was established three years ago in order to acknowledge and profile those younger (under 40) Ontario CAs who have brought distinction to themselves and to the profession because of their leadership and achievement in various aspects of their personal and professional lives. The ICAO Award of Distinction is given every three years, coincident with the Institute’s FCA elections. The recipients of the ICAO Award of Distinction demonstrate excellence in a number of areas of service and achievement, including education, promotion of the profession, volunteerism and service to the profession and community and careerrelated achievements. They are chosen following a rigorous nomination and selection process that culminates in a secretballot vote of the Institute’s Council. The 2009 ICAO Awards of Distinction were presented to these eight CAs in conjunction with the FCA ceremony and dinner held on Thursday, September 24 at the Metro Toronto Convention Centre. At the presentation ceremony, Chair Gerry Mills remarked, “Those younger members who will receive the Award of Distinction this evening will do so because they have managed to distinguish themselves from an already distinguished cohort: those of the ‘best and brightest’ young Ontarians who chose to enter the CA program and survive its rigours.” Michael M. Gottlieb was the first ever recipient of the Christine E. Sinclair Community Leadership Award, which was established to acknowledge and profile a younger CA from among the recipients of the Award of Distinction who has brought distinction to him or herself and to the profession through exceptional leadership in community volunteerism. As an additional honour, the Institute donates $2,500 in the recipient’s name to a registered charity of their choice. An announcement appeared in The Globe and Mail on Tuesday, September 22, 2009 saluting the recipients. Shown below, at the official presentation ceremony, are the eight CAs who have been honoured with the 2009 ICAO Awards of Distinction. Christopher J. Alexander, CA Rudson Valuation Group Ltd. Toronto Michael M. Gottlieb, CA Shared Services West Toronto Michael K. Banks, CA Horne LLP Chartered Accountants Burlington Christie E.V. Henderson, CA Henderson Partners LLP Oakville Gary A. Chin, CA Ernst & Young LLP Toronto Carlos R. Redfern, CA Deloitte & Touche LLP Windsor Jerome P. Dwight, CA BNY Trust Canada, The Bank of New York Mellon Toronto Amit K. Seth, CA Saisethsons Hospitality Group Inc. Toronto CheckMark • Autumn 2009 27
Page 1 and 2: CheckMark T h e I n s t i t u t e o
Page 3 and 4: CheckMark A U T U M N 2 0 0 9 Check
Page 5 and 6: A Message from the Chair Along with
Page 7 and 8: (From page 3) From the LCO announce
Page 9 and 10: Sheila Fraser, James Goodfellow and
Page 11 and 12: Canada, shared prior year on-campus
Page 13 and 14: So You Want to Be CEO By Robert Gag
Page 15 and 16: C H A R A C T E R S Meet Jennifer E
Page 17 and 18: Career Information News ICAO Board
Page 19 and 20: The names of the new FCAs are liste
Page 21 and 22: that regular health insurance plans
Page 23 and 24: (From page 19) and years of experie
Page 25 and 26: Bruce Singer, Chartered Accountant
Page 27: places where they were now working.
Page 31 and 32: Kwan - Precy Kwan - Vivian Kwok - Y
Page 33 and 34: How to Implement a Paperless Office
Page 35 and 36: from a document displayed on one mo
Page 37 and 38: CA Authors Enough Bull David Trahai
Page 39 and 40: Institute Sponsors Boys and Girls C
Page 41 and 42: Golfing for Charity To extend the r
Page 43 and 44: HINES, John Anthony, Victoria, BC H
Page 45 and 46: and those financial statements fail
Page 47 and 48: Manulife one isoffered through Manu

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