I have over 20 years of experience in accounting and finance having obtained a Master of Financial Management in 2014 from the University of Alberta, a Chartered Accountant designation in 1997 from the Institute of Chartered Accountants of Alberta, a Certified Management Accountant designation in 1994 from the Certified Management Accountants of Alberta, and a Bachelor of Mathematics, Chartered Accountants, Information Systems Co-op in 1992 from the University of Waterloo.
After working in public accounting for 8 years, I spent the next 5 years providing consulting services with a large international consulting firm. In 2005 I started my own business providing consulting and accounting services. I specialize in Controllership outsourcing, teaching, process documentation and process re-design and implementation. I aim to ensure a company's financial information is up to date and accurate, and that policies and procedures are designed and implemented where they can be most useful to meet the goals of a company.
In addition to being a CPA I am well versed in many accounting and business software packages and utilize these to their fullest to accomplish tasks.
Since 2009 I have been an instructor at the University of Alberta teaching many financial and managerial accounting as well as taxation and auditing courses. I utilize technology in the classroom and provide many formats of materials to students to ensure they have what they need to not only succeed in the course but in their future endeavors.
I have taught and continue to teach most Accounting courses offered at the University of Alberta. Please see below for courses I am teaching in the upcoming year.
How to prepare and interpret financial statements that report to decision makers external to the enterprise, such as shareholders and creditors. Course includes principles and standards of balance sheet valuation, income measurement, financial disclosure and cash flow analysis that link preparation and use of such statements. Prerequisites: ECON 101 and 102.Fall Term 2021
Second of two courses (see ACCTG 414) covering principles, methods and applications of current and proposed Generally Accepted Accounting Principles (GAAP). Emphasizes accounting for financing, liabilities and equity, related income measurement and disclosure, and cash flow. Prerequisites: FIN 301, and a minimum grade of C- in ACCTG 414 or 412.Fall Term 2021
Current research and cases in accounting and control with a particular focus on strategy, governance and control processes in modern organizations. Topics include: control system design (including governance and audit), responsibility accounting, performance management, and strategic management accounting. Prerequisite: ACCTG 424. Open only to fourth year Business students, or by consent of Department Chair.Fall Term 2021 Winter Term 2022
This course covers accounting rules and practice in the area of natural resources, energy and the environment. Some topics include mineral rights and exploration costs, emissions trading, environmental reporting and liabilities. While it does contain technical material, it is meant for both accounting and non-accounting students. Both International and U.S. generally accepted accounting principles (GAAP) will be explored. The focus will be on understanding how firms in this area report their natural resource assets and related liabilities. Prerequisite: ACCTG 311. ACCTG 412 or 414 are recommended.Winter Term 2022
Accounting concepts used by managers in planning and decision-making. The course introduces concepts of cost and profit behavior, contribution margin, and activity-based costing, as well as relevant costs and revenues for production, marketing and capital budgeting decisions. The course also introduces students to the management planning and control system and its components - budgets, variance analysis, performance evaluation in centralized and decentralized organizations, and management compensation plans. The importance of designing a system to fit the organizations' strategy is emphasized. Prerequisite: ACCTG 501.Fall Term 2021