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2019 Member Nominee

Candidate statement:

Experienced at Board and Executive level in large private sector companies and associations; proven problem-solving skills, strong fiduciary perspective bringing diverse experience to bear on problem solving for organizations in change. “Not the typical accountant” Rob applies his intellect in a fast paced, energetic, analytic and doing manner. Rob functions effectively as a Board Member and / or in a Consulting Role.

When i returned to Ottawa after 16 years in Edmonton i sat down and mad a list of what had done that i really enjoyed. the goal going forward was to do more of what i enjoyed and less of what i didn't. as the list grew it fell into four quadrants with some intermingling. i have been mostly successful in my quest and find the road forward will be weighted with matters of Governance and Change Management.

Leadership / Governance / Change Management • demonstrated track record working with leaders and providing leadership • 15 years working from a start up professional service firm to a leadership role in a $100 million national accounting firm • involvement in a wide variety of community based and professional organizations • experience with a number of change management tools and techniques, and hands on experience working through change

Skills Matrix

Education and Training/ Standards of Practice/ Professional Conduct • practitioner, advisor, educator, inspector and expert witness • over 25 years involvement with professional education and training • thorough understanding of the rules of professional conduct and standards of practice • training and experience to properly document facts and circumstances around a given situation • maturity to identify and table the real issues and speak to them with confidence

Litigation Support / Special Investigations / Quantification of Damages • ability to absorb and correlate diverse information • analyze and make sense of complex, unusual and difficult issues • able to develop or absorb alternate focuses on multifaceted situations • strong written and verbal communication skills • comfortable on the witness stand

Purchase / Sale / Merger / Valuation / Restructuring • find and refer qualified franchise buyers • find and fund factoring accounts • experience with large and small businesses in a wide range of industries • able to identify barriers and work through alternate approaches • ability to quickly identify critical areas and develop strategies to minimize risk • able to identify parties “hot buttons” and work with or around to get the deal done

The Road Forward

IDENTIFY THE RIGHT GOALS AND GET THERE

Leadership / Governance Change Management

Extensive experience in leadership and governance of business units and organizations going through change has enabled Rob to work effectively with groups to set the right goals and get the organization there.

BRIDGE THEORY AND PRACTICE

Education and Training Standards of Practice Professional Conduct

Working through knowledge transfer from syllabus, to curriculum, to course development, to presentation and to evaluation and measurement of resulting practice, allows Rob to identify the precise gap in the process and design the best solution.

MANAGE SPECIFIC ISSUES / SITUATIONS

Litigation Support Special Investigations Quantification of Damages The discipline and focus required developing and defending expert reports and damage claims is readily transferable to analysis of any issue or situation. Articulate identification of the relevant facts, consideration of alternatives, and identification and communication of the best solution are hallmarks of Rob’s reputation.

MANAGE THE BIG PICTURE

Purchase / Sale / Merger / Valuation / Restructuring
Rob’s career successes have often come from cleaning up complex situations. He was required to Break out of the box. The right solutions have to be implemented in the right order, and in the context of the overall strategy for your organization.

A SAMPLING OF THE FUN I HAVE HAD;

PROFESSIONAL PRACTICE
in a 13 year period from cold startup
Partner, Pannell Kerr Forster, Pannell Kerr McGillivray, Doane Raymond Pannell, now Grant Thornton.

Took four partner $1.2 million Edmonton office to $2.5 million in a four-year period, while strengthening earnings and equity, through staff and partner changes and growing service lines. Elected Office Managing Partner. • Chair Professional Development Advisory Committee, Personnel and Training Committee, Member Professional Standards Committee and Peer Review Team for a 50 office, $125 million professional practice.

NOT-FOR-PROFIT SECTOR
Better Business Bureau – Ottawa / National • Ottawa Board Chair took Membership from 800 members to 2,500. • Vice-Chair of Canadian Council of Better Business Bureaus served on Task Force which revoked the license of the Toronto Better Business Bureau.
1996 – 2002

United Way of Edmonton – Edmonton • Chaired Board of Directors 1993-94 when Boy Scouts, Girl Guides and Red Cross gracefully accepted defunding as priorities moved to urgent needs in the community. Chaired Allocations Committee 88 – 89 following participation in a United Way Canada managed Allocations On-Site Review.

Professional Sector

Institute of Chartered Accountants of Ontario – Toronto • Member Governing Council, sat on Finance Committee, Membership Committee and Task Force on Forensic Accounting. Council configured on the Carver Model.
1996 – 2001

Institute of Chartered Accountants of Alberta – Edmonton • Director Member Advisory Services providing technical and administrative review of CA Offices. Staffed several Institute Committees including the Committee responsible for implementing Mandatory Practice Review. • Presented Audit of Credit Union Professional Development Course. • Professional Conduct Investigator and Member Conduct Hearing Panels.

1979 – 1995
Canadian Institute of Chartered Accountants – Toronto • Chair Professional Programs Committee responsible for design, development and delivery of Professional Development Programs to smaller practitioners in the Core Competencies. Member Professional Development Committee. • Presented Professional Development courses from coast to coast to coast

PUBILC SECTOR

City of Ottawa • Chair Business Advisory Committee advising City Council on business issues and facilitating communication between Municipal Government and Business Community. Nominated to Committee by Ottawa Chamber of Commerce. 2005 – 2010 Alberta Public Utilities Board –

Alberta Public Utilities Board – Edmonton • Board support for hearing process under the Electrical Energy Marketing Act, attended four weeks of hearings with three applicants and twelve intervenor parties discussing approximately seventy-five issues. Reviewed filings, preparation and review of pre and post hearing interrogatories. Assisted in writing a five-hundred page decision. 1993

City of Edmonton – Edmonton • Chair Community and Family Services Advisory Committee. Reported to City Council through General Manager Community and Family Services, recommended allocation of $5 million annually to community-based agencies. • Chair Steering Committee Children and Families Initiative – a fifteen Agency study to strengthen delivery of preventative social services, adopted the Success by Six model.

PROFESSIONAL SECTOR

Institute of Chartered Accountants of Ontario – Toronto • Member Governing Council, Finance Committee, Membership Committee and Task Force on Forensic Accounting. Council configured on the Carver Model.
1996 – 2001

Institute of Chartered Accountants of Alberta – Edmonton • Director Member Advisory Services providing technical and administrative review of CA Offices. Staffed several Institute Committees including the Committee responsible for implementing Mandatory Practice Review. • Presented Audit of Credit Union Professional Development Course. • Professional Conduct Investigator and Member Conduct Hearing Panels.

Canadian Institute of Chartered Accountants – Toronto • Chair Professional Programs Committee responsible for design, development and delivery of Professional Development Programs to smaller practitioners in the Core Competencies. Member Professional Development Committee. • Presented Professional Development courses from coast to coast to coast

Candidate resume:


Answers to mandatory questions:

1. Explain from your perspective what CIRA does and why it matters.

CIRA speaks for .ca holders. They speak to regulators on the needs and issues facing the industry. They monitor what is emerging, hardware, technology, interfacing with others, good guys, bad guys, good guys, safe practices, dangerous ...... The rate of change is exponential. CIRA is the voice to keep us current on where we are and where its going. Educators, monitors, perhaps training, setting rules, identifying bad practices and perhaps bad operators. Cyber risks, and practices will continue to rise, and we need a "Canadian" viewpoint to bring together the evolving story and identify the road to healthy growth.

Government will play a part, manufacturers are players, tech firms will add, software is evolving, security forces against foreign attackers, promoting and training safe practices and news on new risks and evolving defenses... to much for individual absorption.

CIRA should play a critically important role in keeping us educated, safe and economically keeping pace the exponential growth curve that faces us going forward.

2. Why do you want to be on CIRA’s board of directors?

My dad told me when i was young that what was changing was the rate of change. i didn't understand that. Now my 2 1/2 year old grandson can have the TV on and Blaze and the Monster Machine on the screen faster than i can get to CNN.
I graduated into the accounting profession when practices, standards, and rules were issued in 20 page folded paper booklets. (My favorite was the advertising one - "Accountants were not allowed to engage in self-laudatory puffery.") 10 years later there was 4 X 800 thin page multi-ring binders containing (updated quarterly) nauseous detail in accounting and auditing standards. in the middle of those years there was an onslaught of professional development programs, books, articles, lectures, in house programs, conferences.... The ability to profligate emerging new information has exploded with the times but so have the needs.
i have always framed myself as functionally dysfunctional. i'm a big picture, top down guy. i can't deal with the detail without having having a framework to place it in. (Perhaps why i liked accounting.) i surfed the last information tsunami and i think i can bring something to the table in handling the incoming flood.

3. What specific skills and experience do you have that makes you a qualified candidate for CIRA’s board of directors?

CIRA Board Competencies and Diversity set out on the web site

Finance, Audit,
*30+ years in pubic accounting
*audit of an $800,000,000 credit union, presentation of workshop on Audit of Credit Unions on behalf of the Institute of Chartered Accountants of Alberta

Investment,
*Served on Governing Council including Finance Committee of the Institute of of Chartered Accountants of Ontario, including reviewing management of a substantial cash reserves

Risk Management

Governance
*10 years volunteer with United Way of Edmonton, chaired allocations process following a 25 person 5 day 50 hour Uway Canada managed ON-Ste Allocations Review, Chaired Board of Directors the year we de-partnered Red Cross, de-funded Girl Guides, Boy Scouts and other middle class agencies following a 3 year community consultation leading to our focus on supporting Urgent needs in the community,
*Completed the Institute of Corporate Directors and approved to use the ICD.D designation
* 5 years on Governance Committee of the Ottawa Hunt and Golf Club including substantive policy development, extensive risk analysis as part of a integrated Strategic Planning process.
Community Investment and Review

Market Strategy

4. What do you think are the top 3 challenges and opportunities facing CIRA in the next 3 to 5 years? What approach would you take to addressing these issues?

Challenges / Opportunities

1. Cyber Threats and Cyber Threat Actors

2. Data Storage /Back up

3. Updates for mobile, computers and apps

4. hardware weaknesses

Approach to addressing
work with organizations like "The Canadian Centre for Cyber Security:"
Identify other organizations that we can work with to keep our .ca community safe, educated and currently informed.
Facilitate sharing information and program information to make comprehensive information on risks,
solutions, training to the benefit of all.

There are risks and problems on the table now. by the time each is defined and resolved, there will be two more .