CPABC in Focus September/October 2014 - Page 21

Liz Chan, CPA, CA – Director, Ethics In this role, Liz will work closely with other senior team members in regulatory affairs to direct and deliver the regulatory programs dealing with legacy ICABC and CMABC discipline matters. She will also play a key role in the design and implementation of the new CPABC discipline processes. Once new legislation comes into effect, Liz will work with Ted Tanaka to lead the CPABC regulatory programs in the discipline area. Liz joined the ICABC as the director of ethics, regulatory affairs in April 2014. She previously worked with the BC Securities Commission, serving as a senior investigator in their enforcement division, where she conducted investigations of major cases. Prior to her work with the BCSC, Liz worked as a financial analyst for a publicly traded company and as a tax manager with KPMG, where she completed the In-Depth Tax Course. Liz obtained her CA designation in 1999 after placing on the honour roll for the national Uniform Final Evaluation (UFE). Ted Tanaka, Barrister & Solicitor – Director, Ethics and Documentation In this role, Ted will oversee the ethics and discipline processes, and maintain appropriate governing documentation to enable effective regulation of the key regulatory areas. He currently serves on the CPA Canada Unified Rules Standing Committee. Ted joined CGA-BC as manager of regulatory practices in 2009. In addition to overseeing CGA-BC’s professional conduct area, he continues to serve as secretary to each of the following committees: ethics, discipline, appeals, and member readmission. Ted previously served on the CGA Canada Ethics Task Force, responsible for maintaining the national rules of conduct. Prior to joining CGA-BC, Ted ran his own litigation practice in Vancouver. He subsequently spent a number of years with the Legal Services Society of BC, ultimately serving as its general counsel and as director of legal advice and representation, overseeing the provision of legal services to low-income British Columbians. Roger Merkosky, CPA, CA – Director, Regulation and Registrar In this role, Roger’s primary responsibilities will be in the areas of continuing professional development (CPD), membership, and other regulatory matters. Roger was recently appointed chair of the National CPD Group, which reports to the CPA Public Trust Committee. Roger joined the ICABC in 2011. His previous work included 11 years with a Big Four firm, where he spent four years in the national office in the areas of professional development and practice advisory services. Roger then spent 10 years in industry with AB InBev, holding several senior financial roles based in Belgium, Croatia, and most recently in Toronto (where he served as CFO of Labatt). Roger relocated to Vancouver in 2008 and subsequently held senior financial roles with two Vancouver-based companies before joining the ICABC. Look for part II of our series in the November/December issue of CPABC in Focus. Recommended changes in our regulatory areas financial advice Are your clients going through change? At Assante Vancouver Centre our advisors have been assisting accountants with their clients for over 25 years. From investment, tax and estate planning to retirement and through life’s transitions, Assante is built to provide the complete solution. Assante Vancouver Centre 800-650 West Georgia Street PO Box 11588, Vancouver, BC V6B 4N8 Reception (604)-687-7526 | Toll-Free 1(888)-687-8666 Fax (604)-682-8124 | www.assantevancouver.com CPABC in Focus • Sept/Oct 2014 21