2018 Report to the Community SUPPORTING A NEW GENERATION OF CPAs CPA Education Foundation The CPA Education Foundation is the charitable arm of the CPA profession in Alberta. The Foundation provides accounting education opportunities and inspires and develops future Alberta CPAs. Led by a Board of Governors of dedicated Chartered Professional Accountants from around Alberta, the Foundation promotes the accounting profession by providing support to post-secondary institutions, students, accounting educators and special projects. This year the Foundation took great strides forward. From the success of No Limits, to the increase in both donors and scholarship applicants, things are looking bright for the new generation of CPAs. CONTENTS

2 2017/18 Board of Governors CPA EDUCATION FOUNDATION 3 Message from the Executive Director 4 2018 Impact Award Recipient Makes Big Waves for the Foundation 6 Alex Tutschek Awards for

Indigenous Students Community to the Report 2018 8 The Future Has No Limits 1 11 2018 Scholarship Recipients 21 The Foundation in the Community EXECUTIVE DIRECTOR Rachel Miller fcpa, fca 28 2018 Conference For Academics EDITOR 30 Enhancing Education Through Research Kayla Panizzon CPA Education Foundation Awards CONTRIBUTORS 32 Farah Albert CPA, CA Ginny Ao 34 Thank You, Donors Chris Pilger Gordon Turtle 37 How the CPA Education Foundation Supported Business Education in 2017/18 GRAPHIC DESIGN Nathan Webb

CPA Education Foundation Email: [email protected]

1900 TD Tower, 10088 – 102 Avenue Edmonton, AB CANADA T5J 2Z1 cpaalberta.ca/foundation

Cover photos: Scholarship recipients over the last year. 2 2018 Report the to Community CPA EDUCATION FOUNDATION EDUCATION CPA

2017/18 BOARD OF GOVERNORS

From left to right back row: Theresa Acchione CPA, CA, Brian Banderk CPA, CA, Bruce Picton CPA, CA, Doug Wylie FCPA, FCMA, Dave Bodnarchuk FCPA, FCA, Joe Gagliardi FCPA, FCMA. From left to right front row: Kabir Lalani FCPA, FCGA, Stephen Bergstrom CPA, CMA, Yvonne Barthel CPA, CA, Michael Burnyeat CPA, CA. MESSAGE FROM THE EXECUTIVE DIRECTOR

In my role with the CPA Education Foun- our events and programs grow. The CPA CPA EDUCATION FOUNDATION dation, I have had many opportunities membership, students and our donors are to observe the positive impacts that the more engaged with the Foundation than Foundation has on students, accounting ever before and this will only continue to and business education, and the profes- propel our mission and vision forward. sion itself. Looking to the year ahead, we will be ex- Those positive impacts have perhaps never panding the number and scope of awards been more evident than they were over the for deserving Alberta students and con- past year. It has been a record-breaking sider new, innovative ways to support Community to the Report 2018 year for the Foundation on so many fronts. research that advances our goals. We will 3 That is certainly the case with the success continue to strengthen the profession’s of No Limits, a Foundation initiative to en- partnerships with post-secondary busi- courage and support Indigenous Albertans ness faculties throughout the province. seeking careers in business and account- And, we will represent the very best of ing. In 2018, the Foundation co-hosted our what the CPA profession stands for—in- first-ever Indigenous Learners Gathering in tegrity, high standards, and commitment collaboration with the Aboriginal Financial to the community, all with an eye to en- Officers Association of Alberta (AFOA suring the public interest is paramount Alberta). And, our work continues with in our efforts. the AFOA Alberta, creating new pathways It is with gratitude that I thank the dedi- into management and business fields for cated members of the Foundation Board, Indigenous Albertans, as well as retention the bright individuals that make up our strategies. The No Limits initiative has had great CPA profession, and our generous a different sort of impact as well; because donors. I look forward to working with of No Limits, the Foundation has received all of you to advance the goals of the an unprecedented outpouring of support Foundation: strengthening the quality from both long-time and new donors. of, and access to, accounting education The Foundation has seen this positive in Alberta. impact expand to other elements of our work. We have also seen our scholarship Sincerely, applications and student participation in Rachel Miller FCPA, FCA 2018 IMPACT AWARD RECIPIENT MAKES BIG WAVES FOR THE FOUNDATION

The CPA Education Foundation is proud During his two years as Chair, Alex devot- to announce Alex Tutschek FCPA, FCA as the ed hundreds of hours to the work of the recipient of the Foundation’s 2018 Impact Foundation. His term as Chair coincided Award. Each year, the Foundation has the with the unification of the accounting honour of presenting the Impact Award to profession and the subsequent creation an individual for his or her contributions to of the Foundation in its current form. This the mission and vision of the CPA Educa- required bringing together the charitable tion Foundation. It is fair to say that Alex and education-related work of three legacy has made some big waves when it comes bodies—a task that Alex approached with to benefiting the Foundation. a strategic vision, strong leadership skills, and personal commitment. Alex has been one of the Foundation’s most 4 significant supporters over the last decade. His contributions to the Foundation also Whether as a Board member, a donor, a include something less tangible: his time. 2018 Report the to Community volunteer, a mentor, or an advocate, Alex Alex contributed countless hours before, has exemplified what the Foundation stands during and after his time on the Foundation for—commitment to education, to the pro- Board, always making himself available to fession, and to the community. talk about the Foundation with students, donors, CPAs, post-secondary representa- Alex breathed life into the Foundation’s No tives, and other Foundation stakeholders. Limits initiative with a generous donation, Alex’s gift of time has been perhaps as which created five annual scholarships for impactful as his financial gifts. CPA EDUCATION FOUNDATION EDUCATION CPA Indigenous Albertans. Just as importantly, his generosity inspired others to donate to Alex has been a leading force in making the initiative. He lent his name, image and the Foundation an intrinsic part of the CPA personal thoughts to a fundraising cam- landscape across Alberta and we are proud paign that caught the attention of CPAs to present him with the 2018 Impact Award. across the province, which led to many On the following pages you will see just CPAs making their first-ever donations to how valuable Alex’s contributions to the the Foundation. Foundation have been. Each smiling face represents a student that Alex has helped bring a little closer to their dreams of be- coming a CPA. CPA EDUCATION FOUNDATION 2018 Report to the Community to the Report 2018

5 ALEX

TUTSCHEK FCPA, FCA Alex Tutschek FCPA, FCA, the recipient of the 2018 CPA Education Foundation Impact Award, is known for his dedication to the Foundation, strategic vision, and generous heart. His support spans many years as he saw the Foundation through the significant change in the profession and, later, was a leading donor to the No Limits campaign—a cause he continues to champion. ALEX TUTSCHEK AWARDS FOR INDIGENOUS STUDENTS

Melissa Bidniak Austin Vandal Alissa Poulin Alex Tutschek FCPA, FCA Alex Tutschek FCPA, FCA Alex Tutschek FCPA, FCA Award for Indigenous Award for Indigenous Award for Indigenous Student Post-secondary Student Post-secondary Student Post-secondary Achievement Achievement Achievement

Melissa has her eyes set on a CPA Austin was extremely humbled to be For some, spending the last six years designation in her future. As she recognized by the CPA Education completing their post-secondary completes her post-secondary education, Foundation for academic achievement. education can be taxing; but for Alissa, she plans on earning her CPA through For him, all of his hard work and efforts this is a challenge she is conquering. With the Masters of Professional Accounting were legitimized when he received this a full-time job and attending school part- (MPAcc) program, which starts in May award. It also solidified his passion for the time, she has worked extremely hard to 2019. Highly motivated to achieve CPA profession. It has shown Austin that get where she is today. Receiving the Alex her goals, Melissa eventually wants to his dedication to his accounting career Tutschek FCPA, FCA Award for Indigenous teach in the accounting field to educate has produced real results. Student Post-secondary Achievement and mentor aspiring CPAs. This award shows Alissa that hard work pays off and As a third-year accounting student at reassures her that the profession she is worthwhile. the University of Lethbridge, Austin 6 plans on joining equally values student is close to eventually earning his CPA Alissa is the type of student who takes full

2018 Report the to Community engagement. designation. In his time at university, he ownership of her education. She shows Melissa has drive and amazing leadership has realized the benefits of extracurricular maturity in the classroom and never takes abilities. She does not shy away from activities and has enrolled himself into a learning opportunity for granted; it helping a fellow student struggling with the Integrated Management Experience shows in her remarkable GPA. She loves course material, and she is a role model program. Through this program he has hiking, nature and water colour painting for her classmates and other Indigenous created a five-year business plan and put when she’s away from her studies. students. on events for a real company. He was also Alissa thanks Mr. Tutschek and believes a competitor in this year’s CPA Education To the CPA Education Foundation and her educational growth would not be

CPA EDUCATION FOUNDATION EDUCATION CPA Foundation Business Challenge Case Alex Tutschek, she says: “It is through the possible without him and the help of Competition, where students solve a real- efforts of generous donors like yourself the CPA Education Foundation. Being world case. that make so many opportunities possible recognized for this achievement is an for students pursuing a CPA designation. If Austin could thank Mr. Tutschek person- incredible confidence boost. Alissa plans I cannot express my gratitude enough to ally, he would say: “The money and support to invest every penny of this award Mr. Tutschek and I am honored to have that you provide to the CPA Education towards her furthering education. been selected as the recipient of this Foundation is invaluable in supporting award. Thank you.” potential CPA candidates. I am committed to becoming a CPA, and hope to apply the knowledge the CPA designation provides in a professional setting.”

“The money and support that you provide to the CPA Education Foundation is invaluable in supporting potential CPA candidates. I am committed to becoming a CPA, and hope to apply the knowledge the CPA designation provides in a professional setting.” Austin Vandal “My goal is to have a successful career, where I can make generous donations and have the same impact on students striving to achieve their career goals, as Mr. Tutschek has had on me.” Connor McCallum

Jenelle Hintz Nigel Wildcat Connor McCallum Alex Tutschek FCPA, FCA Alex Tutschek FCPA, FCA Alex Tutschek FCPA, FCA Award for Indigenous Award for Mature Award for Mature High School Indigenous Students Indigenous Students Achievement

From a small farm outside of Barrhead, Originally from the Ermineskin Cree A proficient and skilled competitive Alberta, Jenelle was dramatically Nation in Maskwacis, Alberta, Nigel’s hockey player, Connor has combined his CPA EDUCATION FOUNDATION influenced by the success of her parents, path to achieving his CPA designation love for the game with his education. who are both business owners. Her father has taken some twists and turns. After As a student and member on the SAIT is a grain farmer and her mother is a high school, Nigel earned his Red Men’s hockey team, he proudly told his small quilting business owner. Jenelle Seal Electrician certificate. During the teammates he was selected for the Alex watched the dedication it took to build economic downturn, Nigel found himself Tutschek FCPA, FCA Award for Mature and maintain successful businesses. These out of work. This is when he decided to Indigenous Students. experiences showed her the qualities she go back to school to pursue his CPA. The Pursuing his post-secondary at SAIT needs to one day start her own venture. Alex Tutschek FCPA, FCA Award for Mature Community to the Report 2018 not only opened his eyes to the CPA Jenelle also realized: to get a competitive Indigenous Students has reaffirmed the designation, it also brought him more in advantage, she wanted to become a CPA. career he has chosen. Firmly-fixed on 7 touch with his traditional heritage through earning his CPA designation, Nigel hopes With her first year of business school the Chinook Lodge Indigenous Centre. to give back to the community in any just around the corner, the Alex Tutschek He serves as Co-Chief of the Indigenous way he can. FCPA, FCA Award for Indigenous High Student Alliance, completed a summer School Achievement will help her with Coming from a family where there is a internship with Suncor, and prides expensive school supplies, textbooks and tradition of leadership as well as giving himself on being able to give back to his tuition. Jenelle appreciates every ounce back to the community, Nigel wanted to Indigenous community. of financial support from Alex Tutschek make his family proud. He believes gaining Connor is extremely appreciative of the and the CPA Education Foundation. She this education is a way to bring knowledge CPA Education Foundation and Alex plans on continuing her post-secondary back to his community. Nigel is proud of Tutschek. They motivate him to continue education in accounting or taxation. She his good academic standing and knows his to pursue his education, along with his thanks Mr. Tutschek for taking the chance participation in hockey over the years has CPA designation. He says, “My goal is to enhance the lives of students. made him into the collaborator he is today. to have a successful career, where I can Nigel is thankful for the donations that make generous donations and have the help students like him achieve their goals. same impact on students striving to He is especially grateful for Alex Tutschek achieve their career goals, as Mr. Tutschek and his involvement in the CPA Education has had on me.” Foundation’s No Limits initiative that supports Indigenous students in Alberta. The Foundation has shown him that there is a professional organization in Alberta that is committed to the success of students and professionals. THE FUTURE HAS NO LIMITS

The CPA Education Foundation has been committed to business and accounting education in Alberta for over three decades. With each year, we add to this tradition of supporting the accounting profession by looking for new ways to extend our reach into the community to make a larger, more positive impact.

The CPA Education Foundation’s No Limits initia- families to learn, share and gain a collective un- tive has been the focus of fundraising efforts for derstanding. It helped address current challenges the past two years. The initiative was born when First Nation communities and learners face through obvious barriers to entry into business careers were discussions, lectures and case studies. The gath- identified for Indigenous Albertans. The goal was ering wrapped up on a high point with a cultural 8 to fundraise $150,000, which the Foundation would celebration and performance by the Northern Cree then match, allowing for $300,000 to go towards drumming group. It was a smashing success with 2018 Report the to Community creating opportunities for Indigenous Albertans to unanimous demand to make it an annual event. pursue careers in business and accounting. The initiative has already allowed the Founda- At the conclusion of the Foundation’s 2017/18 fund- tion to do other incredible things in addition to raising campaign, we are proud to say we reached the Indigenous Learners Gathering, including the our fundraising goal and now know there are no creation of six new scholarships for Indigenous limits to the future ways we can employ these dol- Albertans, the development of partnerships with lars to benefit Indigenous students. key Indigenous groups, and connecting the CPA

CPA EDUCATION FOUNDATION EDUCATION CPA profession with Indigenous communities. In March 2018, the Foundation co-hosted the first annual Indigenous Learners Gathering with the The Foundation’s efforts will not stop here. Although Aboriginal Financial Officers Association of -Al the fundraising portion of the No Limits initiative berta (AFOA Alberta), which would not have been has come to a close and we are very thankful to all possible without No Limits. The 2018 Indigenous of our donors, it is just the beginning for opening Learners Gathering was a three-day program that doors for Indigenous Albertans. united Indigenous learners, educators, and their CPA EDUCATION FOUNDATION

Learners and educators discussing the case study at the Indigenous Learners Gathering, held in March 2018 at the River Cree Resort. 2018 Report to the Community to the Report 2018 Robert Andrews CPA, CMA recognized hardworking students

Left to right: Bruce Picton CPA, CA, CPA Education with SAIT Aboriginal Financial Management certificates. 9 Foundation board member, and Robert Andrews CPA, CMA, Executive Director, AFOA Alberta.

Dr. Linda Many Guns giving a moving lecture at the first- ever Indigenous Learners Gathering. Robert Andrews CPA, CMA mentoring students at his table. CPA Alberta employee Nike Fabiyi discussing the Foundation’s Indigenous scholarships with learners.

Traditional dancers from the Cultural Celebration, 10 held on the second night of the Gathering. 2018 Report the to Community

Educators and learners getting to know each other at their assigned tables. CPA EDUCATION FOUNDATION EDUCATION CPA CPA EDUCATION FOUNDATION

2018 Community to the Report 2018 11 SCHOLARSHIP RECIPIENTS

Every year, the CPA Education Foundation gives out over 100 awards to deserving students. In the pages that follow, you will find profiles of a selection of these students. The Foundation provides support for aspiring CPAs during their entire education journey—from high school through to the CPA Professional Education Program. AWARDS FOR The CPA Education Foundation believes in equipping post-secondary students with the tools they need to complete their business degrees POST-SECONDARY successfully and pursue a CPA designation. The Foundation is proud STUDENTS to recognize these outstanding individuals.

Hayli Hinchey Shelby Kochems Ian Kirby Calgary CPA Small CPA Alberta CPA Alberta Practitioners’ Young Emerging Young Emerging Forum Award Professionals Award Professionals Award

Receiving the Calgary CPA Small Shelby is honoured to receive the CPA As a mature student, Ian has made Practitioners’ Forum Award is a testament Alberta Young Emerging Professionals tough choices and difficult sacrifices to to all the hard work Hayli has contributed Award. He discovered a passion for continue his education. This award has to her studies. From her first accounting accounting during his undergraduate reassured him that putting down his hard class to her position at Avery Cooper & studies and was given unwavering support hat and returning to university to pursue Co. Ltd, a small public firm in Yellowknife, by the Mount Royal University (MRU) his university and accounting career Hayli’s passion has only grown. Focused faculty and students to follow his goals. was the right one. For Ian, receiving on pursuing her CPA designation, she is the CPA Alberta Young Emerging Giving back to his community is a quality honoured to receive this award, which will Professionals Award signifies that he is he says all CPAs should possess and one 12 help immensely to fund her education. on track to grow as a leader and as an where Shelby leads by example. He is an

2018 Report the to Community upcoming professional in the accounting As she finishes her post-secondary active member of the accounting club at industry. He is grateful that professional experience, Hayli plans to apply for the MRU, a CPA Alberta Campus Ambassador, organizations like the CPA Education CPA Professional Education Program and lead KPMG Campus Ambassador for MRU, Foundation invest in and support future cannot wait to add those three letters and an honours researcher. Receiving leaders in the community. behind her name. Hayli is happy knowing this award for his efforts emphasizes she has the support of the Foundation his commitment to the accounting Ian is president of the Project and many members of the accounting community. Shelby plans to continue Management Club at MacEwan University, community as she embarks on this next his professional development and find and as such, he understands the qualities

CPA EDUCATION FOUNDATION EDUCATION CPA stage of her education journey. more opportunities to better the CPA of a great leader. He claims his no-I-in- profession. team mentality is what makes him the Hayli says to the Calgary CPA Small influential leader he is today, stating, Practitioners’ Forum: “Your generosity He is extremely thankful for this “Great leaders do not perform in does not go unnoticed or unappreciated. recognition and for the chance to work isolation—they need others to succeed.” Speaking for local post-secondary as a CPA Alberta Campus Ambassador. accounting and business students, we It has opened Shelby’s eyes to the Ian wants the CPA Education Foundation are grateful for your support and view opportunities available to him within the to know that he will continue to give back the CPA Education Foundation and CPA profession. He hopes to one day work and is focused on growing as a business designation with respect, integrity, and at CPA Canada and donate to the CPA leader. This award has inspired him to admiration. Thank you for setting a Education Foundation. pursue accounting and business with the great example.” same kindness and support that these donors have given him. He is thankful for the opportunity to be recognized as a young emerging professional. AWARDS FOR POST-SECONDARY STUDENTS

“To the Bentley family, on behalf of myself, and

Curtis Laubman Hjordis Hentschel all other award David Bentley FCPA, FCA David Bentley FCPA, FCA recipients, and Janet Bentley and Janet Bentley Post-Secondary Post-Secondary thank you. We Excellence Award Excellence Award would not be CPA EDUCATION FOUNDATION Receiving the David Bentley FCPA, FCA and Originally from a small town in Germany, Janet Bentley Post-Secondary Excellence Hjordis has faced more than a few speed progressing Award is an honour for Curtis. To him, this bumps in her life. Her family immigrated through our means the CPA Education Foundation to Alberta for better opportunities. This is celebrating the steps he is taking to is where she learned to master English, as schooling and become a CPA and is a milestone in his well as build on her hard work ethic. For budding career. Hjordis, receiving this award is proof that careers if not for

perseverance and dedication pays off and Community to the Report 2018 This award recognizes individuals who that her contributions and achievements your generosity.” have demonstrated a commitment to are worth celebrating. 13 helping others, which is something Curtis Laubman Curtis is so passionate about. Many of Hjordis has even wondered if obtaining his volunteer activities have centred on her CPA designation would be a realistic promoting the CPA designation during achievement for an individual living with his time as president of the Accounting Crohn’s Disease. It can be challenging at Club of NAIT (ACON). He would assist the best of times. However, this award CPA Alberta in co-hosting NAIT events, motivates her more than ever to earn her relating to networking and connecting designation. In April 2017, Hjordis started accounting students with employers. “The Gutsy Club”—a safe place for people He also helped grow ACON from 150 with Crohn’s, Colitis and chronic illnesses accounting students to almost 350 to gather and learn from each other—at actively engaged students in only a few the University of Lethbridge. She turned short months of being president. her illness into a tool to help others and began volunteering regularly with Crohn’s This award would only be possible and Colitis Canada, Volunteer Lethbridge, through the generosity of the Bentley and the Student Success Center. family. Curtis acknowledges this and says: “To the Bentley family, on behalf of myself, She thanks the Bentley family, and the and all other award recipients, thank you. CPA Education Foundation for their We would not be progressing through support as she progresses through her CPA our schooling and careers if not for your journey. This award has made a significant generosity. Your donations are paving the difference in her life and education. way for CPAs of the future, and we will do our best to make you proud.” AWARDS FOR POST-SECONDARY STUDENTS

Richard Chen Kinza Hassan Crystal Furlong Don Wilson CA Douglas R Lorenz Richer Memorial Scholarship Hagerman FCA Currie Award Entrance Scholarship

For many recipients, including Richard, When Kinza received the news she was As a busy mother of two active children, receiving a CPA Education Foundation selected as the recipient of the Douglas R Crystal successfully tackles her many scholarship reaffirms the hard work Hagerman FCA Entrance Scholarship, she responsibilities on top of her full-time and long nights they spent in university was immediately thrilled. She has admired course load. So when Crystal received were well worth it. Richard is proud the CPA community for as long as she can the news that she was selected for the to be recognized for his educational remember, and receiving this scholarship Lorenz Richer Currie Award, she was achievements and his numerous is a pat-on-the-back from CPA Alberta honoured and excited. The support of the volunteering activities at the University of members. Her motivation to obtain her CPA Education Foundation, brings her a Alberta Accounting Club Tax Clinics and designation is at an all-time high. step closer to achieving her goals—which serving as Communications Director for include earning her CPA designation, On top of making the Dean’s list during the Alberta School of Business’s student joining an accounting firm and one day her first year at MacEwan, Kinza is publication. becoming partner. actively involved with Junior Achievement 14 As Richard graduates from the University of Northern Alberta & N.W.T. as interning In high school she was always an

2018 Report the to Community of Alberta, he is excited to embark on a company program assistant. She is also overachiever and loved problem solving, new chapter. The Don Wilson CA Memorial the Director of Finance for the Enactus numbers and math. When she realized Scholarship will enable him to pursue his MacEwan Club and volunteers at the she could make a career out of crunching future career goals of becoming a tax yearly tax clinic. When she is not hitting numbers, she knew becoming a CPA lawyer and make his travel aspirations a the books, she’s still surrounded by was her calling. When she is not hitting reality. With his first trip outside of North them working as a library page at the the books, she loves to get out in her America planned, he looks forward to it Edmonton Public Library. community and watch her kids play sports. broadening his horizons and expanding This is just the start. With the support “It is such a great feeling being chosen his perspective of the world. Richard sees CPA EDUCATION FOUNDATION EDUCATION CPA from the Douglas R. Hagerman FCA for this award. I think it is amazing that this as an opportunity to grow and help Memorial Fund and the CPA Education the Foundation offers this support and him relate to future co-workers, friends, Foundation, Kinza knows she will reach encouragement to students and that and clients. her full potential. With heartfelt gratitude, donors like Richer Currie LLP are so Richard says, “I’m very grateful that Kinza thanks the donors of this fund. generous. I am honoured to be chosen Stantec supports the CPA Education She plans to use this award to gain the and hope that one day I can be a part Foundation in Don Wilson’s memory knowledge and skills required to solve of supporting students through the to reward aspiring accountants. These real-world problems through social program,” says Crystal. scholarships have given me something to entrepreneurship. strive towards throughout my university journey and help my situation—like many others, in a very real and concrete way.” AWARDS FOR POST-SECONDARY STUDENTS

Sydney Eyre Nhi Padberg Stefanie Ai J. Lorne Baxter FCPA, FCA James C. Miller FCA James C. Miller FCA Memorial Scholarship Bursary in Accounting Bursary in Accounting

Receiving the J. Lorne Baxter FCPA, FCA Originally from Vietnam, Nhi has worked Stefanie is extremely honoured to be Memorial Scholarship means that Sydney incredibly hard to reach this point in her a recipient of the James C. Miller FCA can continue to pursue her career. She is academic career. Receiving the James Bursary in Accounting. This award CPA EDUCATION FOUNDATION incredibly thankful for the opportunity to C. Miller FCA Bursary in Accounting supports Stefanie financially as she have the support of the CPA Education further validates Nhi’s passion to achieve completes her education, but more Foundation on her journey to obtain her her CPA designation. She is proud to importantly, drives her to achieve her designation. Sydney greatly appreciates be recognized by the CPA Education CPA designation and build a successful the work of the Foundation and for their Foundation, and is happy to see that accounting career. recognition of students across Alberta. there are established CPA professionals Stefanie grew up in mainland China encouraging her to pursue her career. Sydney caught the travel bug after an before moving to Edmonton for her post- amazing experience traveling to the Not only did Nhi have to go back to secondary education. This has provided Community to the Report 2018 business case competition, JDC West. school with two small children at home, her with unique experiences, allowing her 15 With this scholarship, she hopes to she had to learn accounting in a brand to make connections around the world, join the International Business Club at new language. Although it took some and nurturing her to be more open- the Haskayne School of Business and time, Nhi has found her place in her new minded and humble. fulfill her dream of studying abroad in Canadian home and is an active volunteer Stefanie thanks the CPA Education Scotland. Sydney understands that her in her community. Foundation. She says: “Your generous stellar GPA is only part of the equation Nhi says her admiration for James donors make a difference in reducing when it comes to becoming a successful Miller FCA and all the work he did in the our financial burdens, rewarding our CPA. Soft skills are equally important and community are what made her most hard work, encouraging us to achieve she believes this travel will round out and proud to be the successful recipient of our career goals and creating a sense of develop her skills. this award. Nhi thanks the CPA Education belonging within the community.” Sydney says: “Thank you to the Baxters. Foundation for their support, generosity Your contribution to scholarships and kindness. She hopes to one day give awarded to students helps us in so many back to the profession and recognize hard ways. For some of us, it is the only way working students in the same way. for us to pursue our careers, and for others, these scholarships help us to be able to have new experiences such as studying abroad, or continuing our “Your generous donations makes a difference in education. No matter what, these awards reducing our financial burdens, rewarding our hard help us pursue our dreams.” work, encouraging us to achieve our career goals and creating a sense of belonging within the community.” Stefanie Ai AWARDS FOR POST-SECONDARY STUDENTS

“To Mr. and Mrs. Biggs Anna and the CPA Education Nikolaichuk Harley Russell New Canadian Kenneth Biggs FCPA, FCA Foundation: Thank you Achievement and Leona Biggs so much for your time Award Scholarship and consideration; Anna was completely shocked and Harley is completely honoured to be know that this surprised when she found out she the recipient of the Kenneth Biggs FCPA, award not only is received the New Canadian Achievement FCA and Leona Biggs Scholarship. When Award. This means the goals she has set she learned she was the recipient of this a tremendous help are so much closer to attainment. Anna award she was overjoyed. She is thankful financially, but also wouldn’t have been able to succeed and for the CPA Education Foundation’s continue her post-secondary education confidence in her abilities and for the gives me more time to without the loyal support of her family support of the Biggs family. focus on my education and friends, and now the CPA Education Harley was a proud member of NAIT’s Foundation. and volunteering, Women’s basketball team for three Growing up in a small family in the years until an injury had her change as well as give me a Ukraine, Anna has travelled and lived in paths slightly. She now coaches U15 girls wonderful sense of various countries around the world. Since basketball. She is as much of a leader on 16 moving to Canada three years ago to campus as she is on the court. She is a accomplishment.”

2018 Report the to Community work and study, Anna has said she loves member of the Campus Activities Board, Harley Russell Canada the most. Anna clearly has many VP of the accounting club and the CPA strengths, considering that she is already Alberta Campus Ambassador for NAIT. an Engineer and working to earn a Her desire to help the less fortunate and second degree and the CPA designation. empower young women is obvious with It was not until she began receiving A all her volunteer activities at the Ronald grades in all her accounting and tax McDonald House, YMCA and Cross courses that she realized becoming a Cancer Institute, just to name a few. CPA fit her strengths and analytical skills. CPA EDUCATION FOUNDATION EDUCATION CPA Working at PwC, it’s important to Harley She thanks the CPA Education Foundation to complete her CPA designation and for the opportunity to grow, follow her to make her grandfather, a former passion and continue to pursue her career. accountant, proud. She hopes to gain This award has made a difference in her masters, become a professor and helping her achieve her dream. teach accounting. To Mr. and Mrs. Biggs and the CPA Education Foundation, Harley says: “Thank you so much for your time and consideration; know that this award not only is a tremendous help financially, but also gives me more time to focus on my education and volunteering, as well as give me a wonderful sense of accomplishment.” AWARDS FOR POST-SECONDARY STUDENTS

Brian Chu Megan Thurlow Peter Kruczko CPA, CA Matthew Encarnacao Vic Dzurko Generations Award in Memory Richard Schulli CA of Excellence Award of Gordon Memorial Scholarship Woodman FCA

Brian’s tireless hard work studying for Speechless is the only word to describe Megan was ecstatic when she realized exams and countless hours volunteering Matthew’s reaction when he realized she was the recipient of the Vic Dzurko have finally paid off. Receiving the Peter he was awarded the Richard Schulli CA Generations of Excellence Award. She

Kruczko CPA, CA Award in Memory of Memorial Scholarship. Once the shock immediately called her sister, who is a CPA EDUCATION FOUNDATION Gordon Woodman FCA is extremely wore off and reality set in, he felt humbled CPA, CMA, and shared the news. humbling and encouraging for Brian. to be recognized for his hard work and Megan is currently completing her third commitment to mentor his peers. With Now, Brian can let go of the financial year of accounting. Receiving this award the help of the scholarship, Matthew pressure of university and focus on giving allowed Megan to remember the long- plans to pursue his CPA designation, build back to the community. He currently term goals and aspirations she’s striving his business acumen and network with volunteers weekly as a finance resource to reach. liked-minded professionals. He hopes at the Calgary Counselling Centre (CCC), to become a controller or CFO, with an Megan understands that education is a a not-for-profit that provides counselling Community to the Report 2018 emphasis on business development. privilege and using her single mother to Calgarians struggling with mental as an example, she knew she wanted to 17 health issues. Brian, through his work Matthew knows that his work inside the pursue a career path that would allow with the Sophomore Leadership Program, classroom is just as important as his work her to provide for a family of her own has created an initiative targeted at outside of it. He is involved in a variety one day. With inspiration from her sister, removing the stigma of mental illness on of student groups including the Business Megan knew that career had to be one the University of Calgary campus. Not Students’ Association, JDC West Alberta, as a CPA. She is thankful for the goodwill surprisingly, he is also part of the Student and the University of Alberta Accounting and kindness of donors to the Vic Dzurko Union’s Volunteer Tax Program, Big Club. He also offers his tutoring services Generations of Excellence Award. Finding Brothers Big Sisters, and the Emerging and is a Management Science teaching funding to pay for education can be Leaders program on campus. assistant to first-year university students. stressful for any student, but donors, On top of all this and a full course load, he After university, Brian has his sights set on who recognize the drive and passion of still makes time for intramural hockey. pursuing his CPA designation. He believes students, make a sizable impact in it will allow him to continue to give back Matthew is thrilled to be a recipient of this their lives. and instill the business acumen required in prestigious award. Richard Schulli was Megan says: “Not only does this help to lift an increasingly disruptive business world. known to dedicate his time to mentoring such a large burden from my shoulders, young CAs, and Matthew sees a lot of To Peter Kruczko, he says: “Thank you so but it also is extremely motivating to know the same initiative in himself. To the much for your contribution. Not only are that I am able to receive such a great donors of this award, Quadrant Chartered you supporting my education, but you are amount of support. It is heartwarming Accountants, he says: “Your support is also setting a fantastic example for future to know that there is a desire for this invaluable and I feel incredibly lucky to be CPAs and inspiring us to get involved in generation of students to succeed.” a recipient of this award. I look forward to the community.” continuing to give back to the community and finishing off my degree this fall.” AWARDS FOR The CPA Education Foundation recognizes that it is never too early to set your eye on your dream career, and the students profiled here are living proof. The Foundation proudly supports these young, bright minds on their path to becoming future leaders HIGH SCHOOL and Chartered Professional Accountants. STUDENTS

Mia Akbar Simran Dhillon Luke Panteluk CPA Alberta CPA Alberta David Bentley FCPA, FCA Young Emerging Young Emerging and Janet Bentley Professionals Award Professionals Award High School Excellence Award

For many high school students, it can be Selected as a recipient of the CPA Alberta For as long as Luke can remember, he difficult to grasp the career paths they Young Emerging Professionals Award, has dreamt of owning his own business. eventually want to pursue. However, for Simran is grateful for the opportunity to He was inspired by his family members Mia, she’s always known she wanted apply for this prestigious award and to including three uncles and his late a career in international business, receive it. This achievement is a powerful grandfather, who are all CPAs in Alberta. and receiving the CPA Alberta Young motivator for her to continue to work His role models demonstrated the value Emerging Professionals Award is just the hard and to reach for the best. of pursuing a CPA designation. This first step. year, Luke is about to embark on that For Simran, the positive impact of this journey himself, as he moves to Edmonton As an avid horseback rider, Mia wanted award goes beyond financial support. She to begin his Business degree at the to be able to share her love for horses views this award as just another thing University of Alberta. 18 with others. To do this, she volunteers at propelling her forward to continue to be the Prairie Sky Equine Assisted Therapy involved in her local and international As the recipient of the David Bentley FCPA, 2018 Report the to Community organization, where she teaches children community. She started a community- FCA and Janet Bentley High School with Down Syndrome and autism, and at- wide after school program for at- Excellence Award, Luke is humbled risk youth to ride. The experience is very risk youth, and initiated a club within to receive this special honour. The therapeutic for these children and gives her school that fundraises for global scholarship will help pay for his tuition, Mia a great sense of fulfillment. tragedies and helps to empower young books and costly living expenses and girls through sport. Simran is a student allow him to focus on his studies. Mia would not be able to achieve her researcher at the University of Alberta success without the help of the CPA Luke participated in the Junior Achieve- and has done numerous TEDx talks to Alberta Young Emerging Professionals ment Company Program in Red Deer, where

CPA EDUCATION FOUNDATION EDUCATION CPA inspire youth in her community. She Award. She is incredibly grateful to the he acquired many necessary business skills, is also the founder of F.L.Y. (First Love CPA Education Foundation for making including how to develop a business from Yourself), an arts and crafts program for this award a reality. scratch. Beyond his business savvy and his Edmonton’s at-risk children, and the CEO honour roll grades, he also spends a great Mia says, “These donors are supporting of her own fashion and artwork company, deal of his time volunteering at the Red my fellow students and me in becoming Five Rivers Designs. To say Simran is busy Deer Regional Hospital. successful people in the business world. would be an understatement. I have high hopes and dreams about Luke thanks the Bentley family for their She says, “I would like to thank the CPA what I wish to accomplish. I could not be immense generosity. Receiving this award Education Foundation for choosing me as more grateful for the support from the is an enormous motivator as he starts a recipient. It will greatly help me achieve CPA Education Foundation. I will always his post-secondary education. He says, my aspirations and become an influential remember the impact of this scholarship “Receiving this award excites me even member of society who can give back to and its capacity to push me towards more to begin my post-secondary studies the community.” my goals.” and to work hard to pursue my business education. It also offers a great relief to fund my degree. Thank you, Bentley family, for your generosity.” The CPA Education Foundation supports students, AWARDS FOR even after post-secondary, while they make their way through PEP. The success of these students PROFESSIONAL EDUCATION contributes to the success of the CPA profession, and the Foundation congratulates these worthy scholar- PROGRAM (PEP) STUDENTS ship recipients for their dedication and hard work.

Samantha Sarah Gerrard Peter Desmond Weerasekera David Bentley FCPA, FCA Claire Dallaire CPA, CGA David Bentley FCPA, FCA and Janet Bentley CPA CPA PEP and Janet Bentley CPA PEP Excellence Award Encouragement Award PEP Excellence Award

Samantha has a lot on her plate: a full- It can be difficult to juggle priorities Currently a CPA PEP candidate, Peter time job at PwC; being a PEP candidate; as a CPA candidate working full-time knows the hard work and dedication CPA EDUCATION FOUNDATION and building her small business, XX at KPMG, and an active member of it takes to earn a CPA designation. It Balm; volunteering and fundraising. She the community through her work with includes many long hours studying and was selected by the CPA Education Calgary Sports and Entertainment completing difficult assignments, but for Foundation as a recipient of the David Corporation. However, Sarah has Peter, it is worth every minute. So when Bentley FCPA, FCA and Janet Bentley CPA managed these challenges with poise. As he was notified that he was awarded PEP Excellence Award because of her she works to obtain her CPA designation, the Claire Dallaire CPA, CGA CPA PEP selfless work over the years. she was selected as one of the recipients Encouragement Award, he was in shock.

of the David Bentley FCPA, FCA and Janet Honoured to be selected from a pool of Community to the Report 2018 For Samantha, receiving this award made Bentley PEP Excellence Award. worthy award applicants, it reaffirmed his her realize that being a member of the commitment to the CPA designation. 19 profession involves more than a deep To Sarah, receiving this award alleviates knowledge of technical skills; it also some of the financial pressure most While working towards his designation in requires the ability to enrich the lives of students feel as they go through the university, Peter played university soccer people around you. Professional Education Program. The while keeping up an impressive GPA. He is support from colleagues, friends and now excelling in the CPA PEP. However, it Throughout university and the CPA family is key to the success of many of wasn’t always so clear that he would earn Professional Education Program, the CPA program candidates. Receiving his CPA. Having to pull out of PEP after Samantha has been passionate about this honour has shown Sarah that she is six months due to personal reasons set giving back to her community, and she extremely lucky to have a strong network him back. His fears of never returning to never expected to be rewarded for the and members of the profession that are the accounting profession were quieted work she loves doing. From supporting proud to support her. when a job offer from Ross & Sylvestre young women on their grad days through arose in 2018. the Cinderella Project, to giving back Sarah thanks the Bentley family, as well to numerous charities from her own as other donors for their generosity. Now, back on track, Peter thanks Claire company profits, it is clear Samantha She says: “Thank you for allowing me Dallaire and the CPA Education Founda- believes in the importance of giving back. and other professionals to pursue tion: “Their generosity is a truly incredible our passions and better ourselves way to give back to CPA students who are Samantha graciously thanks the Bentley through our continuous education. Your working towards their designation.” Peter family and the CPA Education Foundation contribution directly impacts our success, will never forget this moment. He hopes for investing in students and graduates of the success of the businesses we work to donate in the future, and to provide the CPA program. with today, and the ones we are going to encouragement and opportunities to stu- She says: “Thank you to the Bentley work for in the future.” dents who exemplify the qualities of the family! With this kind of continued Claire Dallaire CPA, CGA award. support, it allows people like myself continue to want to be ambassadors of the CPA designation, no matter the field I end up in.” AWARDS FOR In addition to the Alex Tutschek FCPA, FCA Indigenous Awards cre- INDIGENOUS ated through the No Limits initiative, the CPA Education Foundation offers additional awards for Indigenous students who are excelling STUDENTS and are well on their way to joining the CPA profession.

Jessica Iles Dakota Duffy Aboriginal Business Crowe MacKay Student Award No Limits Award

With strong CPA role models in Jessica’s “There are No one was more shocked than Dakota life, she has witnessed firsthand the when he found out he was the successful rewarding career that comes from honestly not recipient of the Crowe MacKay No Limits obtaining the designation. Jessica’s enough words Award. Once the initial disbelief passed, mother and grandmother, both CPAs, Dakota was overjoyed and immediately felt who are successful business women, I could use to proud of his accomplishment. He knows have a history of helping people with the express how this award will greatly help him finance his designation. This has inspired Jessica to education. follow in their footsteps and receiving thankful I am. Every penny counts, especially since the Aboriginal Business Student Award Generous Dakota is interested in the field of 20 is just the first stepping stone. Honoured accounting. He sees the endless and surprised to be the recipient of this 2018 Report the to Community donations possibilities available with an accounting award, she admits that there are many background, but is still narrowing down his incredible applicants, and to be chosen is from many options. He hopes to one day use his skills absolutely incredible. sources ease to change the world for the better and Jessica is finishing up her final year at large financial potentially work in the not-for-profit sector. the University of Alberta and is one It is through the generosity of Crowe of only seven students in the honours burdens on MacKay LLP and the CPA Education accounting program. She is also the lead students like Foundation that Dakota is able to explore on the U of A Pandas curling team and CPA EDUCATION FOUNDATION EDUCATION CPA his career aspirations. Dakota says, “I really a highly visible and fantastic role model myself.” appreciate Crowe MacKay’s contribution for young women—both through sport Jessica Iles and the financial support they provide and her persistence to obtain the CPA is invaluable. Receiving this award has designation. given me such a sense of relief and has Jessica says, “There are honestly not eliminated a lot of financial worry in my enough words I could use to express how life. Donors are making a big difference thankful I am. Generous donations from through their philanthropy. They are truly many sources ease large financial burdens inspirational people who are making a on students like myself. In my opinion, a positive difference in the world.” student should not have to worry about student debt; they should worry about learning as much as they possibly can while they attend university or go into the CPA program. The generosity of these donors prove that they believe the same thing.” CPA EDUCATION FOUNDATION THE FOUNDATION 2018 Report to the Community to the Report 2018

IN THE 21 COMMUNITY

The Foundation kept busy this year, making it out to a record number of events across the province! From Get Connected in Calgary and Bowl-a-Rama in Lethbridge, to the Alberta Deans of Business Case Competition in Edmonton, the CPA Education Foundation was proud to sponsor them all. Here is the highlight reel… The lively panel discussion at Get Connected in Edmonton. MacEwan University students take first place at the CPA Education Post-secondary students got to hear first hand about the Foundation-sponsored Alberta Deans of Business Case Competition. profession from passionate CPAs.

PHOTO BOOTHS AT THE FEBRUARY 2018 CPA CONVOCATIONS IN CALGARY AND EDMONTON WERE SPONSORED BY THE FOUNDATION.

22 2018 Report the to Community CPA EDUCATION FOUNDATION EDUCATION CPA

CPA Education Foundation board members Joe Gagliardi FCPA, FCMA. Bruce Picton CPA, CA, and Grads and proud families pose in the CPA Education Doug Wylie FCPA, FCMA greeting students as they enter the photobooth at Convocation 2018. Foundation-sponsored photobooth. THE 2018 CPA EDUCATION FOUNDATION BUSINESS CHALLENGE CASE COMPETITION The 2018 Business Challenge was an in- tense three-day competition between the best and brightest students from post- secondary institutions across Alberta. This year, the Alberta-born case company was none other than WestJet. This brought the competition to new heights. The Foundation believes that sponsoring

case competitions such as this one is so CPA EDUCATION FOUNDATION important for developing and fostering the next generation of business leaders and CPAs. Providing students with the op- portunity to develop solutions to real-life business problems is invaluable in helping them build their future skills. Panel of volunteer judges for the 2018 CPA Education Foundation Business Challenge Case Competition. Students from the University of Calgary take home second prize and students from SAIT Polytechnic Community to the Report 2018 take home third prize. 23

Students from University of Lethbridge take home first prize. 24 2018 Report the to Community CPA EDUCATION FOUNDATION EDUCATION CPA

2018 CPA EDUCATION FOUNDATION BUSINESS CHALLENGE CASE COMPETITION PARTICIPANTS CPA EDUCATION FOUNDATION 2018 Report to the Community to the Report 2018

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“This was a really fun event to be a part of. CPA did an amazing job “It was a great opportunity to share coordinating the students and CPA judges and built an amazing business WestJet’s story and evolution with the case around how WestJet is evolving into a global carrier. I was impressed students and it was a great way to get a with what the students were able to accomplish in six hours. Their fresh perspective and feel their excitement presentations were well thought out and amazingly executed. It was hard about where WestJet is headed!” to pick a winner! I hope all the students were able to take away valuable Paul Chai CPA, CA, Advisor – real-life skills, such as working within a time constraint, working as a group Compensation, WestJet and presenting to an audience.”

Ashley Martin CPA, CA, Alliances Manager, WestJet Strike up a conversation let’s roll

26 2018 Report the to Community CPA EDUCATION FOUNDATION EDUCATION CPA

Bowl-a-Rama is a great way for post-secondary students to meet and connect with CPAs in their cities. They receive valuable insight into the CPA profession in a more casual networking environment. CPA EDUCATION FOUNDATION 2018 Report to the Community to the Report 2018

SUPPORT FOR 27 EDUCATORS & INSTITUTIONS

Quality education starts in the classroom, which is why the Foundation is deeply invested in supporting the educators and post-secondary institutions responsible for shaping the minds of future CPAs. 2018 CONFERENCE FOR ACADEMICS

In May 2018, instructors and academic leaders met in Red Deer for the ninth annual Conference for Academics, which was themed “Educate. Motivate. Innovate.” This conference provides educators from across Alberta with the opportunity to network with one another and attend sessions relevant to their career, accounting and business education, and the profession.

The conference has truly become a cornerstone of Foundation Linda Mezon FCPA, FCA, the Chair of the Accounting Standards events, and one that Alberta instructors anticipate with excite- Board, gave a fantastic update on standards, and Darrin Am- ment every year. This year was no different with a star-studded brose CPA, CMA from the University of Calgary did an interesting lineup of speakers! presentation on the benefits of experiential learning. Chris Spry- sak CPA, CA, from the University of Alberta, spoke about litigat- The Thursday evening kicked-off with a never-done-before in- ing tax trends and the impact this will have on the accounting teractive workshop on Innovation in Teaching led by Dr. Sherif profession. Then we wrapped up with a panel discussion. The Elbarrad CPA, CMA. The feedback from all that attended was panel was composed of 2017 Teaching Prize Award recipients, overwhelmingly positive; many requested a similar workshop who imparted some knowledge, their teaching techniques, next year. It was a fantastic way to get educators interacting and how they deal with “distracted learning” in the classroom. and engaged with the material. The CPA Education Foundation is proud to host this event ev- The day-long conference on Friday had the same high-caliber of 28 ery year and we have already begun planning our 10th annual speakers. Sandy Hilton FCPA, FCA and Gordon Beal CPA, CA from Conference for Academics for next year! It is sure to be bigger 2018 Report the to Community CPA Canada both spoke on the topics of the evolution of account- and better than ever. ing and the future of the Professional Education Program (PEP). CPA EDUCATION FOUNDATION EDUCATION CPA

A snapshot of the Innovation in Teaching workshop on Thursday evening. Panel discussion with Teaching Prize Award recipients, Harjinder Tables worked together on a hands-on accounting project. Deol CPA, CGA, Sonya von Heyking CPA, CA, and Kiersten Walker CPA, CA. CPA EDUCATION FOUNDATION Academics hard at work on their workshop projects. Sandy Hilton FCPA, FCA shedding some light on the future direction of CPA PEP and upcoming curriculum changes.

The 2017 Teaching Prize Award recipients gather with a few CPA Education Foundation board members to show off their awards. Left to right: Kabir LalaniFCPA , FCGA (board member), Stephen Bergstrom CPA, CMA (board member), Joe Gagliardi FCPA, FCMA (board member), Kiersten Walker CPA, CA, Jason Bray CPA, CGA, Sonya von Heyking CPA, CA, Harjinder Deol CPA, CGA, Dave Bodnarchuk FCPA, FCA (board member), Darrin Ambrose CPA, CMA. Not pictured: Trish Stringer CPA, CA, Stephanie Ibach CPA, CGA, Betty Wong CPA, CA, Ilona Bastiaansen CPA, Paul Lepage CPA, CA. 2018 Report to the Community to the Report 2018

29 ENHANCING EDUCATION THROUGH RESEARCH

THE CPA EDUCATION FOUNDATION’S RESEARCH GRANT PROGRAM

“There is nothing more important for future their students, who just need some resources CPAs than a first-class education.” So says to bring these ideas to life.” Steve Glover FCPA, FCA, whose namesake fund And, being able to play a role in helping these with the CPA Education Foundation is used, educators and the future of the profession is in part, to provide support to educators at Al- very rewarding for Steve. His contributions to berta post-secondary institutions for innovative the CPA Education Foundation are a continua- 30 research that will lead to the advancement of tion of priorities he has championed through-

2018 Report the to Community accounting education. out his career—he served as the Director of Those interested in applying for support from Education and then the Executive Director the Foundation submit an application, which of the Institute of Chartered Accountants of is then adjudicated by the Foundation’s Re- Alberta, and continues to be an active volun- search Grant Panel, which Steve has chaired teer for the profession at the national level—all for the past two years. with a simple goal in mind. “I’ve been very impressed by the creativity Steve says: “Ultimately, it’s about making a and innovation in the submissions,” says Steve. better profession. Whatever I can do to help CPA EDUCATION FOUNDATION EDUCATION CPA “There are clearly a group of accounting pro- advance the profession, I will do gladly.” fessors that want to enhance the education of

“There is nothing more important for future CPAs than a first-class education.” CPA EDUCATION FOUNDATION 2018 Report to the Community to the Report 2018

31

STEVE

GLOVER FCPA, FCA Steve Glover FCPA, FCA is the chair of the CPA Education Foundation’s Research Grant Panel and strongly believes in the advancement of accounting education in Alberta through innovation and research. CPA EDUCATION FOUNDATION AWARDS Since its inception, the Foundation has distributed more than 100 awards, bursaries, and scholarships annually to high school and post-secondary students, the CPA Western School of Business (CPAWSB), successful CFE writers, new CPAs, and post-secondary institutions in Alberta and Saskatchewan. Visit cpaalberta.ca/scholarships to view the specific criteria for each award.

Athabasca University Peter Kule FCA Scholarship in Business

CPA Education Foundation Scholarship in Accounting Richard Haskayne FCA Graduate Scholarship

MacEwan University Robert Card Memorial Scholarship in Accounting CPA Education Foundation Accounting Scholarships Walter Nobbs FCA Scholarship in Business

Mount Royal University University of Calgary CPA Education Foundation Accounting Scholarships Alton Bruce Ross CA Memorial Bursary Chartered Professional Accountants Scholarship Harry G. Schaefer FCA Scholarship CPA Alberta Accounting Awards NAIT Awards CPA Alberta Co-op Accounting Awards CPA Education Foundation Accounting Scholarships CPA Alberta Undergraduate Scholarships SAIT Awards CPA Education Foundation Management Accounting Scholarships CPA Education Foundation Accounting Awards CPA Education Foundation Scholarship in Financial Accounting University of Alberta Dr. Richard Haskayne FCA Award 32 Angela Nicoli-Griffiths Memorial Scholarship Eric Connelly FCA Memorial Prizes

2018 Report the to Community Chartered Professional Accountants Academic Excellence Scholarship Larry Swonek CPA Education Foundation Award CPA Alberta Outstanding Achievement in Management Accounting Peter Valentine FCA Graduate Scholarship CPA Education Foundation Rick Cormier Memorial Award Robert E Waller FCA Bursary in Accounting CPA Education Foundation Scholarship in Accounting University of Lethbridge CPA Graduating Scholarship in Accounting Chartered Professional Accountants Lethbridge Scholarship CPA Scholarship in Business CPA Education Foundation Accounting Scholarship CPA Transfer Scholarship CPA Leadership Scholarship CPA EDUCATION FOUNDATION EDUCATION CPA David Sharpe Memorial Bursaries Flair Foundation Bursary Dr. Michael Gibbins International Study Award Mike Shaikh FCPA, FCA and Linda Shaikh Bursary Elvin Christenson FCA Memorial Scholarship in Accounting University of Saskatchewan Harry Schaefer FCA Award in Accounting Harold Milavsky FCA Graduating Award in Accounting John Alvin Tupper Bursary Ken Kouri FCA and Jennifer Kouri Award in Accounting Ken Kouri FCA and Jennifer Kouri Award in Accounting Ken Lemke Memorial Scholarship Grande Prairie Regional College KMPG Jim Walker Memorial Scholarship in Accounting CPA Education Foundation Accounting Scholarship Lorenz Richer Currie Award Lane Daley FCA Scholarship in Business Larry Swonek CPA Education Foundation Award Robert Card CA Memorial Bursary Morgan Award in Accounting Robert Card CA Memorial Scholarship in Accounting Lakeland College Peter Kruczko CPA, CA Award in Memory of Gordon Woodman FCA

CPA Education Foundation Scholarship in Accounting Richard Schulli CA Memorial Scholarship

Lethbridge College Vic Dzurko Generations of Excellence Award CPA Education Foundation Accounting Scholarship CPA PEP

Medicine Hat College Claire Dallaire CPA, CGA CPA PEP Encouragement Award CPA Education Foundation Accounting Scholarship David Bentley FCPA, FCA and Janet Bentley CPA PEP Excellence Award Gordon V Rasmussen CA Memorial Award Red Deer College Jazzit CPA Candidates Recognition Awards CPA Education Foundation Accounting Scholarship Michael Lissey CA Memorial Award Foundation Administered New Canadian Achievement Award Aboriginal Business Student Award Winspear Medal of Achievement for National Alex Tutschek FCPA, FCA Award for Indigenous Honour Roll Candidates in Alberta

Student Post-Secondary Achievement CPA EDUCATION FOUNDATION High School Alex Tutschek FCPA, FCA Award for Mature Indigenous Students Alex Tutschek FCPA, FCA Award for Indigenous Calgary CPA Small Practitioners’ Forum Award Student High School Achievement CPA Alberta Young Emerging Professionals Awards CPA Alberta Young Emerging Professionals Awards Crowe MacKay No Limits Award Dale Parry CA Memorial Scholarship David Bentley FCPA, FCA and Janet Bentley David Bentley FCPA, FCA and Janet Bentley High School Excellence Award Post-Secondary Excellence Awards Donald Easton Fund supporting Junior Achievement Don Wilson CA Memorial Scholarship Community to the Report 2018 Other Douglas R. Hagerman FCA Entrance Scholarship 33 CPAEF MPAcc Teaching Excellence Awards J Lorne Baxter FCPA, FCA Memorial Scholarship CPAEF Teaching Prizes James C. Miller FCA Bursary in Accounting David Inhaber Distinguished Facilitator Award Kenneth Biggs FCPA, FCA and Leona Biggs Scholarship New Canadian Achievement Award KBH Distinguished Facilitator Awards KBH Exemplary New Professional Award

IN MEMORIAM

David Bentley FCPA, FCA and Janet Bentley. In March 2018, the Foundation was deeply saddened to learn of the passing of Janet Bentley. Months later in June 2018, Mr. Bentley also passed. During their life, the Bentley’s brought positive and long-lasting changes to many people’s lives through their compassion and kindness. Their generosity was boundless, the Bentley’s sense of caring profound. They will be deeply missed, and their legacy of giving will be felt for a long time.

John Lorne Baxter FCPA, FCA. Lorne was a proud Albertan who was born and raised in Calgary. His first accounting firm in Calgary was Alger Baxter & Co., which later merged with P.S. Ross & Sons (then Touche Ross, now Deloitte). There he spent his career enjoying work with his many friends, colleagues and clients in Canada and Japan. The Baxter family helped establish the J. Lorne Baxter Memorial Fund and continue to be engaged with the Foundation. THANK YOU, DONORS

Donors are very important to the CPA Education Foundation. Without their generosity, the Foundation could not positively impact accounting education and engage with those who inspire and develop future Alberta CPAs. We thank them for their endless generosity and continued support of the Foundation’s efforts.

Supporting Donor Distinguished Donor UP TO $100 UP TO $3,000

Diamond Adatia Austin Abas Zarina Bhambhani Theresa Acchione Jennifer Boychuk Accountants Templates Inc. Valerie Burrell Robert Andrews Gregory Carey Lori Baxter Danny & Patricia Crawford Stephen Bergstrom Louise Diduch Dave Bodnarchuk Lawrence Dufresne Robert Borrelli Denis & Dorothy Goodale Glen Braum 34 Lynne Hately Beverley Brennan Betsy Hickey Jeff Brown 2018 Report the to Community David Inhaber Bryan Broyles Frank & Shirley Johnson Donald Campbell Nicholas Kirton Kristen Carscallen Sarah Letkeman Satish Chhabra Simon Leung John Herbert & Joyce Cook Donald Lines Garry Cook Laura Mackisoc Julie Cooper Therese Manale Claire Dallaire CPA EDUCATION FOUNDATION EDUCATION CPA Sylvia Marianayagam Glen & Kristie Demke William Miller Ian Douglas Brenda Morgan Robert Easton Terra Nickel Phoebe Elliot Amy Richards Eresha Fernando Mary Rockwell Arnold & Dorothy Follinglo Charla Smith Beverley Foy David Todd Krystyna Gagnon Melinda Varga Robert Geiger Linda Varro Leo Gitzel David Warkentin Eldon Godfrey Donald Zinyk Debra Gorsline CPA EDUCATION FOUNDATION Dawn Goulet-Soetaert Gordon Parker Deborah Grenier John Partridge Dwaine Grynke Heather Peden Britta Gudmundson Bruce & Corinne Picton Nelson Halpern Donald Quark Richard Haskayne Walter Reimer Rick Mussenden & Sara Hiebert Donald Robart William Hinchey Elizabeth Roberts 2018 Report to the Community to the Report 2018 Sheldon Jacobs Cecil & Muriel Schmidt Victor Jensen Shauna Scott 35 Zulfikar Jiwan Howard Shikaze Crystal Karbonik Alberto Sia Lu Peter Kerr Michelle Smarsh William & Donna Kutzner Luke Sommers Kabir Lalani Paul Spiller Hilda Larche Lois Galloway & John Stelter Garson Lee Dustin Sundby Leading Donor Candice Li Corinne Tessier $3,000 PLUS Pitur Liang Bradley Thompson Shelley Lorenz Drew Thomson Margaret Baxter Gerard Luijkx S. Elaine Torrie David & Janet Bentley Gordon & Deborah MacPherson Barry Travers & Rhonda Anderson Kenneth & Leona Biggs David Magdalinski Gary Vernon CPA Insurance Plans West J. Garnett Millard Erin Waddell Joe Gagliardi Rachel Miller Ronald Westcott KPMG Foundation Paul Neilson Shirley Wong Muttart Foundation Greg & Nicole Osolinsky Doug Wylie John Pinsent Brett Padget & Veronica Eischen Robert Young Alex Tutschek

Every effort has been made to ensure this list of donors is complete and accurate at time of publication. If your name is missing, or you see other errors, please contact the Foundation at [email protected]. This list includes donors for the period of April 1, 2017 to March 31, 2018. Thank you, donors! Each year, the Foundation is grateful for the generosity of those in the profession. Pictured below are some of the donors who made a significant contribution to the Foundation in 2018. A special thanks to CPA insurance Plans West, Joe Gagliardi FCPA, FCMA and Claire Dallaire CPA, CGA.

36 2018 Report the to Community

Ron Helmhold FCPA, FCA, Vice Chair of CPA Insurance Plans West (left) and Dave Bodnarchuk FCPA, FCA, Vice Chair of the CPA Education Foundation (right)

Claire Dallaire CPA, CGA Joe Gagliardi FCPA, FCMA CPA EDUCATION FOUNDATION EDUCATION CPA HOW THE CPA EDUCATION FOUNDATION SUPPORTED BUSINESS EDUCATION IN 2017/18

$814,471 Post-Secondary grants

$176,228 Student awards, scholarships & bursaries

$132,155 No Limits

$107,491 Case competitions

$70,133 PhD support and Teaching Prizes CPA EDUCATION FOUNDATION $42,079 Conference for Academics

$30,000 Post-Secondary institutions capital endowments

$8,537 Donor recognition and communications 2018 Report to the Community to the Report 2018

37

Total support in 2017/18 $1,381,094 CPA Education Foundation 1900 TD Tower, 10088 – 102 Avenue Edmonton, AB CANADA T5J 2Z1 cpaalberta.ca/foundation