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April 2014 Page 1
vancouverchapter
DRAFT
It is Spring and the time to think about bringing
new blood into the chapter. We are looking for
people willing to participate in various facets of the
Chapter’s activities. It can be in a formal role, as a
Member of the Chapter Board, less formal, as a
Member of a Committee or even a project specific
role.
FEI is more fortunate than most volunteer
organizations in that it has a very high level of
engagement by its members in the activities of the
Chapter. This is key to our success as member
engagement is a key bottleneck in the provision of
services to our chapter membership. Our
resources are modest and properly so in order to
ensure that our membership is served for a
reasonable cost. The makes our ability to draw on
the energies of the chapter volunteers all the more
critical.
To that end, we can offer an ability to make a
contribution to any member that desires.
However, our most critical area is events, as our
events are the key value that drives the satisfaction
of our members. With the introduction of the
Roundtables this year, there is a unique
opportunity for this.
By their nature, Roundtables are a very grassroots
initiative. About ten or twelve members of similar
interests come together and discuss issues of
mutual concern. These issues can be any issue that
concerns. We need people to suggest ideas,
outline agendas or points of discussion,
communicate to fellow members and even
moderate. Members can get together as often as
they like and the FEI Chapter can arrange for
meeting venues, ensure that they PD is recorded
and cover the costs.
While the Roundtables offer a unique opportunity
for member engagement, we are not limited to
those. As an example, I would like to commend
our member, Neil Hummel, for taking the initiative
and creating the opportunity for a joint Golf
Tournament this summer with Business in
Vancouver and the Association for Corporate
Growth (ACG). Details are in the events section.
Please don’t hesitate to contact me or any member
of the board if you have any desire or ideas for
contributing to the Chapter.
Jeff Shickele
President’s Report April 2014
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DRAFT
We have been getting great feedback from our membership on the variety of events that we have held thus far. The introduction of the CFO Roundtable events has been a great “value add” to our members and we are continuing to partner up with other organizations to bring the best lineup of events, so that our members see the “relevance” of being an FEI member. The FEI Canada Conference will be taking place from June 4th to 6th at breath‐taking Niagara Falls and the theme this year is “Leadership Beyond Finance”. There is an exceptional lineup of keynote speakers and panel members which include some of the following:
Branding the CFO – Brian Lawson, CFO, Brookfield Asset Management and Canada’s 2013 CFO of the Year, and JP Lacroix, President, Shikatani Lacroix
Board Expectations of the CFO – Maureen Sabia, Chairman of Canadian Tire
Innovation – Dan Fortin, President, IBM Canada and Glenn Kerrick, President & CEO, Alma CG
Funding our Retirement – Jim Leech, former President & CEO, Ontario Teachers’ Pension Fund, and Bill Morneau, Executive Chairman, Morneau Sheppell
Remember, as a new member you can qualify to attend this Conference for free. So, please reach out to your friends & colleagues to promote this fantastic opportunity to join FEI Canada as well as attend the Conference, which has a value of $1,699.00
At this time, I want to welcome our newest FEI members as follows:
Peter Hardie, CPA, CA ‐ VP, Finance – Nevsun Resources Ltd.
Dave Heffelfinger, CPA, CMA – CFO & Controller – Pacific Western Brewing Company
Steven Lee, CPA, CA ‐ VP Finance & Operations – Mobify Research & Development Inc.
Craig McLeod, CPA, CGA, CFA ‐ Finance Professional – BC Hydro
Natalie Tran, CPA, CA – Recruiting Manager – Mercer Bradley (former Director, Business Planning at Health Shared Services of BC)
Grant Bettesworth, VP, Operations – Wilson M. Beck Insurance Services
It is great to see so many new members joining the FEI Vancouver Chapter, so I encourage everyone again to invite a prospective FEI member out to our events as your guest. Referrals are still the best way to bring a member to our Chapter. See you soon at a future FEI event!
Danley Yip
Membership Committee Report
April 2014 Page 3
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DRAFT
Colin Bennett, CPA, FCMA – has been
made an honorary CA. Colin is the
former President & CEO for CMA
Society of BC as well as a former
President for the FEI Vancouver
Chapter.
Angela Yap, CPA, CA – gave birth to
her 2nd child, Lucy May Yap Gingras in
February. Angela had been a very
active Board member for the FEI
Vancouver Chapter before starting a
family with her husband. She is the
CFO for Cream Minerals Ltd.
Note: If you have any news to share about yourself, please send me an email to [email protected]
Danley Yip
Members In the News
April 2014 Page 4
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DRAFT
Cross Border Financing
On February 13, 2014, gold sponsor Price
Waterhouse Coopers brought Jeff Rogers,
Partner, PwC Transfer Pricing Practice,
Toronto and Lav Chadha, Senior Manager,
Transfer Pricing, Vancouver to lead a
breakfast seminar on the global tax
landscape and how multinational
corporations conduct business across
borders.
The distinguished speakers highlighted the
gap between current international tax
standards and global business practices and
how the OECD and tax authorities, including
the CRA, plan to close that gap.
Lav Chadha (PwC), Suzanne Bedford (FEI Vancouver),
and Jeff Rogers (PwC)
Finance as a Business Partner: Insights to Drive Growth
On February 18, 2014, the Vancouver FEI
chapter had its first morning roundtable at
the Terminal City Club. Gold Sponsor, the
Association of Chartered Certified
Accountants (ACCA), hosted the breakfast
roundtable which will be part of a global
series of CFO roundtables held in New York,
London, Hong Kong and Singapore.
Ewan Willars, Director of Policy, ACCA
Global, moderated the event and attendees
enjoyed engaging discussion and sharing of
personal experiences on how the finance
role has evolved and its role in supporting
business growth.
Events February 2014
April 2014 Page 5
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DRAFT
Budget 2014
On February 21, 2014, the Vancouver
chapter of FEI was treated to a visit by BC’s
Minister of Finance, the Honourable Michael
de Jong, QC.
On a Friday afternoon, approximately 60
members and guests filled the V lounge at
Earls Yaletown, and enjoyed some great
networking, drinks and appetizers.
Richard Reese, CEO of CPABC and long time
FEI member, introduced the Minister who
gave our members and guests his personal
take on the recently released BC Budget.
BC Minister of Finance, the Honourable Michael de Jong, QC
Following Minister de Jong’s presentation,
CPABC presented the Minister with a
personalized hockey jersey.
Jeff Shickele (FEI), Michael de Jong, Richard Reese (CPABC)
Gordon Adair of FEI Vancouver presented
the Minister with a “Chief Political
Accountant – CPA” lapel button.
Michael de Jong, Gordon Adair (FEI)
Events February 2014
April 2014 Page 6
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DRAFT
CFO Roundtable – cleantech
On April 3, 2014, a diverse group of CFOs,
many from the cleantech sector,
participated in a breakfast roundtable on
“Thinking Out of the Box – Export Financing
Options for Small and Medium Enterprises
that every CFO should know about” at
Export Development Corporation’s
boardroom.
The interactive discussion and experiences
shared around the table were well rounded,
informative and relevant. FEI Vancouver
would like to give special thanks to FEI
member Tim Kukler for organizing the event
and Tammy Huston from EDC for hosting
and moderating.
Cyber Security & Risk Management
On April 10, 2014, gold sponsor Aon hosted
a breakfast event on Cyber Security & Risk
Management. Brian Rosenbaum, Senior
Vice President and National Director of
Aon’s unique Legal and Research Practice,
provided an overview of cyber and privacy
issues and Derrick Webber, Penetration
Testing and Forensics Team Lead at CGI,
walked the crowd through a live hacking
demonstration showing how relatively easy
it is to infiltrate seemingly secure servers
through an unsuspecting employee’s
account.
CFO Roundtable – Real Estate
On April 16, 2014, new gold sponsor,
McCarthy Tetrault hosted a CFO roundtable
for members and prospective members
working in the real estate industry. The
event was moderated by Vancouver chapter
board member and senior vice president,
finance and accounting, at Colliers
International, Suzanne Bedford.
Attendees shared with the group issues
relevant to the industry that are keeping
them up at night ranging from sustainability
and demographics to interest rates.
If you have any comments or feedback about FEI Vancouver
events or have a suggestion for upcoming events or speakers,
please contact Doug King at [email protected] or any
board member.
Doug King
Events April 2014
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DRAFT
Date Event Type Detail Location
Thursday, May 15, 2014
Breakfast 7:30
National Breakfast Seminar “How to measure HR: What every financial executive needs to know”
The Vancouver Club 915 West Hastings St.
Thursday, May 22, 2014
TBD Proposed CFO roundtable
“Mining” TBD
Thursday, May 29, 2014
Breakfast 7:30
“LNG in BC” Sutton Place Hotel 845 Burrard Street
June 4‐6, 2014
Multi‐day National Conference Niagara Falls,
Ontario
Wednesday, August 20,
2014
Noon to 8:30 pm [shotgun]
Joint golf tournament with Business in Vancouver (BIV) and the Association
for Corporate Growth (ACG)
University Golf Club at UBC
Future Events
April 2014 Page 8
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DRAFT
Professional Designations: Changing With The Times
I find it sobering to realize that it was 50
years ago this year that I became a
Chartered Accountant (CA).
Fifteen years later, I became an Associate of
the Insurance Institute of Canada (AIIC) and
expected to be Hugh Lindsay, CA, AIIC for
the rest of my life.
It wasn’t to be.
The Insurance Institute modernized its
education program and changed its
designation in 2000, so I became a Chartered
Insurance Professional (CIP).
In 2001, I was honoured to be elected a
Fellow of the Chartered Accountants of BC
(FCA).
And in 2014, I become a Chartered
Professional Accountant (CPA) with the
merging of Canada’s leading accounting
bodies.
It’s disconcerting to have to adapt to a new
professional identity but exciting when I
consider the significance of what is
happening. We tend to talk loosely of
professional qualifications as if they were
university degrees (I don’t have one)—but
that isn’t true. They represent long‐term
relationships with dynamic professions that
adapt over time to meet the changing needs
of their members and the public they serve.
I’m proud of my new designations, and what
they signify.
Hugh Lindsay CPA, FCA, CIP
(for the time being)
Professional Designations: Changing With The Times
April 2014 Page 9
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DRAFT
Chapter “Gold” Sponsors
Chapter “Silver” Sponsors
Should you be interested in sponsorship or have a recommendation for us to follow up on,
please contact Fabiana Chubbs at [email protected] or 604‐601‐6654
FEI Vancouver Salutes our Sponsors
April 2014 Page 10
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DRAFT
Jeff Shickele Vice President, AccountingAmacon Group 500 – 856 Homer St, Vancouver, V6B 2W5
T: 604-602-7735F: E: [email protected]
President
Vice President
Secretary
Alan Wong Chartered Accountant 2885 W 32nd Ave, Vancouver, BC V6I 2B5
T: 778-772-6511 F: E: [email protected]
Treasurer
Issa Nakhleh CFO, Urthecast 33–1055 Canada Place, Vancouver, BC, V6C 0C3
T: 604-657-2431 F: E: [email protected]
Past President
Hugh Lindsay President, FMG Financial Mentors Group Inc2831 W 19th Avenue, Vancouver, BC V6L 1E4
T: 604-732-0366F: E: [email protected]
FEIsters Chair
Danley Yip Division Director Robert Half Management Resources 724 – 1055 Dunsmuir St, Vancouver V7X 1L4
T: 604-688-6393F: 604-687-7533 E: [email protected]
Membership Committee Chair
Jad Jebara President & CEO, Tuangru Inc. 603 – 318 Homer Street Vancouver, BC V6B 2V2
T: 778-389-2240 F: E: [email protected]
Membership Committee Director
Fabiana Chubbs CFO, Eldorado Gold Corporation 1188 - 550 Burrard Street, Vancouver V6C 2B5
T: 604-601-6654F: E: [email protected]
Sponsorship Committee Chair
Roger Bissoondatt Chief Financial Officer BC Liquor Distribution Branch 2625 Rupert St, Vancouver, BC V5M 3T5
T: 604-252-3151F: E: [email protected]
Sponsorship Committee Director
Eduard Epshtein Western Lithium USA Corp. #654 – 999 Canada Place, Vancouver, BC
T: 604-331-9863 F: 604-681-3091 E: [email protected]
Sponsorship Committee Director
Doug King Chief Financial Officer Fenix Energy 1290-1500 W. Georgia, Vancouver V6G 2Z6
T: 604-684-7241 ext 321 F: 604-684-7264 E: [email protected]
Events Committee Chair
Dave Andru Controller, Indochino Apparel Inc. 108 - 611 Alexander Street Vancouver, BC V6A 1E1
T: 778-835-7404 F: E: [email protected]
Events Committee Director
Thomas Assimes CFO – Site C Project, BC Hydro 600 Bentall Centre 4, 1055 Dunsmuir Street Vancouver, BC V7X 1V5
T: 604-986-7137 F: E: [email protected]
Events Committee Director
Peter Ballachey Secretary-Treasurer CRC Rail Management Services Ltd. 340 Harbour Avenue North Vancouver, BC, V7J 2E9
T: 604-240-7928 F: 604-980-5400 E: [email protected]
Events Committee Director
Suzanne Bedford Senior VP, Finance & Operations Colliers International 1900-200 Granville St, Vancouver V6C 2R6
T: 604-692-1438 F: E: [email protected]
Events Committee Director
David Crawford Director of Finance and Operations Grant Thornton LLP 1600–333 Seymour St, Vancouver V6B 0A4
T: 604-443-2180 F: 604-685-6569 E: [email protected]
Events Committee Director
Donna Denham Support Services Unlimited102 – 211 Columbia Street, Vancouver, BC V6A 2R5
T: 604-681-0295F: 604-681-4545 E: [email protected]
Chapter Administrator
2013-2014 Chapter Board of Directors
