CM Autumn Template - Institute of Chartered Accountants of Ontario
CM Autumn Template - Institute of Chartered Accountants of Ontario
CM Autumn Template - Institute of Chartered Accountants of Ontario
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CheckMark<br />
A U T U M N 2 0 0 9<br />
CheckMark is published four<br />
times a year by the <strong>Institute</strong> <strong>of</strong><br />
<strong>Chartered</strong> <strong>Accountants</strong> <strong>of</strong> <strong>Ontario</strong><br />
for its over 33,000 members and<br />
5,000 students.<br />
Publisher<br />
Rod Barr<br />
rbarr@icao.on.ca<br />
Editor<br />
Sheila Clenman<br />
sclenman@icao.on.ca<br />
Contributors<br />
Jennifer Andres<br />
Cate Freeman<br />
Perry Jensen<br />
Advertising<br />
Jennifer Andres<br />
jandres@icao.on.ca<br />
Graphic Design<br />
Thanh Lam<br />
tlam@icao.on.ca<br />
Undeliverables to be returned to<br />
the following address:<br />
The <strong>Institute</strong> <strong>of</strong><br />
<strong>Chartered</strong> <strong>Accountants</strong> <strong>of</strong> <strong>Ontario</strong><br />
69 Bloor Street East<br />
Toronto, <strong>Ontario</strong> M4W 1B3<br />
Tel: 416-962-1841<br />
Toll Free: 1-800-387-0735<br />
Fax: 416-962-8900<br />
Website: www.icao.on.ca<br />
E-mail addresses are:<br />
first initial and last name (lower<br />
case) followed by @icao.on.ca<br />
Canada Post Publications Mail<br />
Agreement # 40051537<br />
Printed on recycled,<br />
chlorine-free and<br />
acid-free paper.<br />
Highlights<br />
A Message from the Chair 3<br />
Gerry Mills’ message includes a report on Queen's Park adopting a labour<br />
mobility exception for public accounting and updates on the new CA Act and<br />
liability reform.<br />
Rod Barr, FCA, Appointed <strong>Institute</strong> President and CEO 5<br />
In early September, the <strong>Institute</strong> welcomed new President and CEO, Rod Barr.<br />
Sheila Fraser, FCA, James Goodfellow, FCA,<br />
and Donald Wray, FCA, Named 2009 Recipients<br />
<strong>of</strong> ICAO Award <strong>of</strong> Outstanding Merit 7<br />
CA Training Office News 8<br />
Reports on a recent gathering and collaboration <strong>of</strong> traditional and non-traditional<br />
CATOs, and includes an update on the new Practical Experience Requirements<br />
2009.<br />
So You Want to be CEO 11<br />
Guest author Robert Gagnon, CA, reviews the research on what it takes to reach<br />
the top rung.<br />
ChAracters 13<br />
Meet Jennifer Eberman, CA, Ironman athlete and the <strong>Institute</strong>’s Associate<br />
Director, Education.<br />
Celebrating the Pr<strong>of</strong>ession’s 75 New FCAs,<br />
Outstanding Leadership and Achievement 16<br />
Member Services News 18<br />
Includes reports on the new standards for private enterprises, additions to the<br />
CA Select Insurance plans, 2009 CA Compensation Survey, updating <strong>of</strong> PEM<br />
and QAM, Small Practices Advisory Committee, Free CA Tax Clinics, and more.<br />
Small Firms Share their Experiences with<br />
Training CA Students in Non-Audit Engagements 24<br />
Two small CATOs currently training CA students in non-traditional paths answer<br />
questions about this new option.<br />
Eight CAs Honoured with ICAO Award <strong>of</strong> Distinction 27<br />
Thank You to 2009 CA Tax Clinic Volunteers 28<br />
How to Implement a Paperless Office:<br />
Considerations for Sole Proprietors and Small-Sized Firms 31<br />
Guest author Ryan Kagan, CA, <strong>of</strong>fers advice on how to go paperless.<br />
2009 New Life Members 40<br />
Disciplinary Notices 42
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