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STRENGTHEN
& ENRICH
CCPAA Annual Report 2016 Established since 2008
Professional
Development
Business
Networking
Career
Coaching
The Canadian-Chinese Professional Accountants Association is an independent and not-for-profit organization
of Canadian professional accountants who are of Chinese origin and work in accounting, auditing and taxation.
7th CCPAA 2015 Annual Conference
9:30 - 10:00	 Registration
10:00 - 10:10	 Opening from CCPAA
10:10 - 10:40	 Economic Outlook
		 BMO, Christy Chen ( PhD, CFA, FRM, Sr. Economist & VP of Economic Research)
10:40 - 11:10	 Property Value Evaluation	
		 Altus Group Limited, Altus Expert Services - , Grant S. Uba (AACI, M.I.M.A., Senior 	
		Director)
11:10 - 11:20	 Break
11:20 - 11:50	 Due Diligence Process before the Closure of a Deal
		 Dickinson &Wright LLP, James M. McKeon (Partner)
11:50 - 12:30 	Financing Support for Property Asset Purchasing
		 TD Bank, Frank Zhang (MBA, CPA, Manager of Commercial Services)
12:30 - 1:15	 Lunch Break
1:15 - 1:30	 Lunch sponsor’s presentation	
		 CIBC, David Jiang (Mortgage Advisor)
1:30 - 2:10	 Legal Structure for Property Asset Investment
		 Metcalfe, Blainey & Burns LLP, Janet Lee, (Partner )
2:10 - 2:50	 Income Tax and HST Issues from the Property Acquisition, Disposal and Operation
		 Grant Thornton LLP, Vicky Liu (CPA, CA, Tax Manager) & Christina Zurowski, CPA,
		 CA, Senior Manager
2:50 - 3:00	 Break
3:00 - 3:30	 Legal and Regulatory Issues for Property Management Operation
		 Solmon Rothbart Goodman LLP, Randall M. Rothbart, (Lawyer/Founding Partner)
3:30 - 4:15 	 Networking 	
4:15 - 4:30	 CCPAA Ontario Chapter Members General Meeting
	
Silver LEVEL SPONSOR
bronze LEVEL SPONSOR
COFFEE SPONSOR
LUNCH SPONSOR
Speaker Bio 	 02-03
Volunteers	04-07
Member Structure	 08-09
Chinese Introduction	 10-11
Achievements	12-15
Sponsorship Table 	 16-19
contentsCCPAA Top 3 Key Objectives
• Facilitate career and professional
development of members in the
accounting industry;
• Provide opportunities for networking and
enhance interaction among professional
accountants in Canada and China;
• Encourage members to understand the
accounting, auditing, taxation and finance
systems in both Canada and China
Whether you’re a Canadian business looking to take advantage of a thriving Chinese market, or a Chi-
nese company hoping to explore new financial opportunities in Canada, at Grant Thornton LLP we have a
dedicated China Services Group that can provide you with the extensive and personalized advice to help
you succeed.
Our team offers audit, tax and business advisory services in Mandarin and Cantonese, and can help you
with services such as:
v Tax and estate planning		 v Anti-money laundering
v Transaction advisory			 v Residency and citizenship by investment
v Transfer pricing
For more information on how our China Services Group can help unlock your potential for growth, please
visit www.GrantThornton.ca/services/china_services_group
Judy Lin, CPA, CGA					 Patrick Ho, CPA, CA, CBV, CAMS
Partner, Leader of China Services Group (Canada)	 Senior Manager, Financial Advisory Services
E Judy.Lin@ca.gt.com					E Patrick.Ho@ca.gt.com
T +1 416 777 7228					 T +1 416 369 6427
Let us help unlock your potential for growth.
Audit l Tax l Advisory
ANNUAL REPORT 2016 CCPAA 01
services to legal practitioners engaged in environmental
law, expropriation law, commercial law and assessment
law. He has authored professional seminars for appraisers
and lawyers on the valuation issues of contaminated real
estate.
3. James M. Mckeon, Partner, Dickinson & Wright LLP
James M. Mckeon specializes in banking and commercial
real estate matters. He has extensive experience
representing lenders in financing hotels, restaurant
franchise chains, individual restaurants, and commercial
real estate. Many of these transactions are multi-
jurisdictional, and accordingly his practice is Canada-wide,
and has the ability to quarterback transactions and source
appropriate assistance throughout Canada.
Mr. Mckeon represents owners of commercial real estate
who acquire and sell hotels, shopping plazas, apartment
building, office buildings and mixed use residential
buildings. He has successfully completed tax-driven
corporate reorganizations and joint residential leases as
part of commercial property.
Mr. Mckeon represents banks in connection with asset
backed financing transactions and the cash management
aspectsofsuchfinancings.Healsohasexperiencefinancing
businesses using insurance policies as collateral for loans.
4. Frank Zhang, MBA, CPA, Manager of Commercial Service,
TD Bank
Frank Zhang is a Branch Manager at TD Mississauga Real
Estate Branch, a specialized commercial branch financing
different type of real estate projects with developers and
builders. Mr. Zhang brings a wealth of experience after
spending 13 years in the banking industry. Mr. Zhang’s
13 years banking industry experiences include branch
manageratTDMississaugaRealEstate branch, senior credit
risk manager at TD Bank Credit Risk Group, senior account
manager in both Beaver Creek Real Estate Branch and
Mississauga Real Estate Branch, and credit risk manager
at RBC Credit Risk Group. His expertise is at financing
and assessing credit risk in the land development, house
construction, high rise condos, apartment buildings and
commercialmarketsinGTAandEasternCanada.Hereceived
his Bachelor of Arts from Lilin University and received his
MBA in Professional Accounting degree from University of
Toronto. He is also a Certified Public Accountant (CPA) with
auditing practice with Arthur Anderson LLP.
Speakers bio
1. Christy Chen, PhD, CFA, FRM, Senior Economist & VP
of Economic Research, BMO
Christy joined the BMO Economics group in 2008. Her
chief responsibilities include forecasting commodity
prices, analysing a variety of Canadian industries,
monitoring the North American financial product
markets,anddesigningenterprise-widemacroeconomic
scenarios in support of risk management exercises.
Christy also frequently provides presentations to the
bank’s high net-worth Chinese clients and speaks at
events organized by Chinese professional associations.
Prior to her role as an Economist, Christy worked with
BMO’s Risk Management group where she developed
econometric models to control risk in the bank’s
portfolios. Before working on Bay Street, she also taught
economics courses at the undergraduate level at the
University of Toronto.
Christy earned a PhD in Economics from the University
of Victoria, a Bachelor in Economics and an Associate
DegreeinComputerSciencefromZhongshanUniversity
in China. She also holds a Chartered Financial Analyst
designation and a Financial Risk Manager designation.
2. Grant S. Uba, AACI, M.I.M.A, Senior Director, Altus
Group Limited Altus Expert Service
With over 40 years of experience in the public and
private sectors, Mr.Uba has a diversified appraisal
background.GrantisamemberoftheAppraisalInstitute
of Canada, holding Accredited Appraiser Canadian
Institute (AACI) designation and an Accredited Member
of the Institute of Municipal Assessors, holding the
M.I.M.A. designation. Grant’s core professional interest
is valuation and advisory issues relating to impacts on
property value caused by contamination and other
impairments. Grant also provides valuations to assist
in determining compensation in expropriations and in
resolving landlord/tenant disputes on lease renewal
rates.
Grant has been a Senior Director at the Altus Group
Limited, which is a global firm with over 75 offices
around the world including the US, UK, Europe and Asia
Pacific, since May 2010. As a member of Altus Expert
Service®, Grant provides specialized expert services
in litigation support, expert evidence and consulting
02 CCPAA ANNUAL REPORT 2016
5. David Jiang, Mortgage Advisor, CIBC
David Jiang works at CIBC as Mortgage Advisor
specializes in New Immigrant and Non-Immigrant
Mortgage applications, and Luxury Mortgages. In
2011, Mr. Jiang has been awarded as Top 10 Mortgage
Managers by Canada-China Realty Professional
Association. Additionally, in both 2013 and 2014, he
achieved nationwide No.1 CIBC Mortgage Advisor in
volume. Academically, Mr. Jiang earned his MBA degree
from University of Leicester, UK, in 1996.
6. Janet Lee, Partner, Metcalfe, Blainey & Burns LLP
Janet has over 14 years of experience working at Bay
Street and international law firms includes Osler and
Norton Rose Fulbright advising private and public
companies, banks, pension funds and high net worth
individuals.
She does a broad range of corporate and commercial
work, including mergers and acquisitions,
incorporations, real estate projects, renewable energy
projects, joint venture transactions and commercial
lending. She represents clients in various sectors,
including real estate, mining, forestry, renewable energy
and high technology.
7. Vicky Liu, CPA, CA, Tax Manager, Grant Thornton
Vicky provides tax services to a diverse group of private
owner-managed businesses and high net worth
individuals. Vicky has extensive experience in general
corporate tax matters, corporate reorganizations,
personal taxes and estate planning. Vicky is involved
in a variety of industries, including manufacturing, real
estate and professional services. Vicky is also a member
of the China Services Group of Grant Thornton LLP
and actively promotes business investment activities
between Canada and China.
Vicky is a Chartered Accountant who received her
Bachelor of Commerce degree from the University of
Toronto as a member of the Dean’s Honour List and
with High Distinction. She is completing level 3 of the
CICA In-Depth Tax Course. She is also a member of the
Canadian Tax Foundation.
8. Christina Zurowki, CPA, CA, Senior Manager, Grant
Thornton
Christinahasbeenspecializinginthecommoditytaxarea
for over 15 years, providing clients with quality practical
advice drawing on her experience in industry prior to
specializing in commodity tax. Assisting Canadian and
non-resident organizations meet their Canadian Sales
Tax objectives is the core of Christina’s practice. She
has conducted and managed commodity tax reviews of
clients’operations, recovery reviews, as well as assisting
clients manage and mitigate audits, developing and
presenting commodity tax training sessions, in addition
to advising clients on various commodity tax issues.
Christina’s experience encompasses a wide range of
industries, from manufacturing and services to not for
profits.
Christina is a leader in the field. She is a frequent and
recurring presenter at various conferences, including
the CPA Canada GST/HST Symposium and has been a
GST In Depth Tutorial leader for close to 10 years.
9. Randall M. Rothbart, Lawyer / Founding Partner,
Solmon Rothbart Goodman LLP
Randall M. Rothbart was called to the Bar of Ontario
in 1983 after attending Osgoode Hall Law School. He
articled with Goodman and Goodman, now known as
Goodmans LLP. He is a senior partner of the law firm of
Solmon Rothbart Goodman LLP.
He has over 32 years of experience in a wide range of
commercialandcivillitigationmatters. Averysignificant
portion of his practice is in the area of commercial
landlord-tenant litigation and strategic solutions related
thereto. Further areas of practice include real estate
litigation matters, constructor liability issues, fraud
claims,solicitorclientissues,bankingdisputes,corporate
and shareholders matters, partnership disputes and
enforcement of foreign judgments. He represents a
number of the major building owners and landlords
in the greater Toronto area. He is legal counsel to the
Building Owners and Managers Association (BOMA)
Toronto and serving on its Board of Directors. He is the
chair of the BOMA Regulatory Affairs Committee. He
has participated as a member of and legal advisor to,
the National Pandemic Task Force for Building Owners
and Managers which published an industry leading
Pandemic Guide for Building Owners and Managers.
His is the creator of LEAP (Lease Enforcement Action
Plan), and has lectured to property managers for major
landlords concerning lease enforcement tactics and
strategies. He has also lectured for the Law Society
of Upper Canada, the ICSC (International Council of
Shopping Centres), BOMA and BOMEX.
ANNUAL REPORT 2016 CCPAA 03
We are proud to be
100% Volunteers Powered
Non-for Profit Organization & Platform
The Music Night
04 CCPAA ANNUAL REPORT 2016
Our goals
A. The CCPAA encourages members to understand both Canadian and Chinese
accounting, auditing, finance and taxation systems in a broad view and actively
participate in the modernization process of the Chinese accounting industry.
B. The CCPAA welcomes opportunities, which conform to Bylaws and the interests of
the CCPAA members, in such forms as joint research projects, education programs,
publications or any others in accounting, auditing, finance, taxation or related areas.
C. The CCPAA encourages members to develop their career path and professional
competency in conformity with Bylaws.
Photo credit to Kelly Xu
ANNUAL REPORT 2016 CCPAA 05
Join us Today at ccpaa.ca - Volunteer
to implement changes
CCPAA Bylaw
Board of Directors
• A member of the CCPAA is elected to be a director with at least an affirmative vote of two-thirds
(2/3) of the members at a general meeting duly called for the purpose of general election. A Board of
Directors is elected with a regular term of five (5) years.
• The Board of Directors appoints the President and approves the appointments of other members in
the Executive Committee nominated by the President. The Board of Directors also appoints the Board
of Arbitration and the Advisors in the Advisory Committee.
• The Board of Directors may request at any time to conduct an internal or external audit of the
financial statements of the CCPAA or to review the performance of the Executive Committee or to call
for an early or regular election by calling a general meeting.
• The Chairperson of the Board of Directors is elected by the members of the Board. The term of the
Chairperson is no longer than that of the Board.
Phil Zhang
VP, International Relations
Maggie Liu
VP, Professional Development
Crystal Li
VP, Public Relations
Management Team
Rubin Li
VP, Membership
Mavis Mu
VP, Communication
Cheng Lin
VP, Business Development
Vivian Dai
First Vice President
The President is elected with a regular term of
three (3) years, and can be extended by the Board
of Directors. The President nominates the members
in the Executive Committee, which is subject to the
approval of the Board of Directors. The Executive
Committee is responsible for the daily operations
and project executions of the CCPAA.
Diana Yang
President
Judy Lin
Chair of National Board
06 CCPAA ANNUAL REPORT 2016
Secretary - Jimmy Li
Accountant - Carol Li
Professional Development
Committee
Director - Don Wang
Director - Jimmy Li
Director - Sean Xiao
Director - Allen Ma
Director - Yi Shang
Committee Members
Communications Committee
Director – Danni Yan
Specialist - Zoe Guan
Specialist – Saice Sun
International Relations Committee
Director - Judy Lin
Director - Nicole Ma
Director - Gloria Pang
Membership Committee
Director - Linda Cheng
Director - Stella Deng
Specialist – Shiky Chen
Business Development
Committee
Director - Mia Ma
Specialist - Jing Peng
Specialist - Sabrina Jiao Wang
Specialist - Yi Chen
Specialist - Amy Xu
Specialist - Vivian Yu
Specialist - Pennie Y. Zhao
Specialist - Siwei Li
Specialist - Vivian Zheng
Specialist - Meng Zhao
Volunteer List
Amy Xu
Yi Chen
Shiky Chen
Weixin Tang
Elle Guo
Crystal Li
Shi Vivian Yu
Amy Zhao
Jiao Wang
Siwen Li
Shirley(Yawei) Shen
Annie Zhao
Yixin Zhang
Yunye Su
Yolanda Wong
Yufei Liu
Xiaohui Wang
Jiaxin Ding
Pennie Y. Zhao
Daiwen(Summer) Hu
Ray Ding
Roy Wang
Chunying Wang
Jianying(Fiona) Li
Ting SUN
Anqi Suo
Linda Lei
Yunyun Yang
Nicky Wang
Vivian Zheng
Jane Tang
Jing Peng
Danni Yan
Cheng Lin
Mia Ma
Mavis Mu
Sisi Zhang
Ken Liu
Diana Yang
Stella Deng
Wendy Nie
Jennifer Zhang
Edwin Ng
Meng Zhao
Edwin Ng
Sheldon Lu
Meng Wang
Ting Sun
Cady Hou
Yu Guan
Leo Xiang
Jenny Wu
Novia Zang
Xiaohui Wang
Yiling Zhang
Shawn Luo
Lei Zhang
Pian Pian Liu
Saice Sun
Xingzi Xie
Shuang Wang
Adele Zhang
Allen MA
Yanan Liu
Elaine Li
Shan Shan Li
Xiaomeng Wei
Yan Liu
Jiaxin Huang
Lingzi Lu
Yuan Lan
Vivian Dai
Flora Chen
Stacy Lu
Halin Ying Sun
ANNUAL REPORT 2016 CCPAA 07
1
2
3
We can’t achieve it without
Volunteering
Website
WeChat
CCPAA welcomes new volunteers! Please send your resume
to conference@ccpaa.ca.
Please visit ccpaa.ca for the latest information. Event
information is usually posted online one month in advance.
The best way to keep in touch with us is to join our CCPAA
WeChat group. The office WeChat account is ccpaa-on.
Past Event Summary
2014/11/14 New Members Gathering
2014/11/29 NPO Seminar
2014/12/14 Family Law & Tax Update
2015/01/24 Oversea Taxation
2015/03/07 Spring Dinner Night
2015/03/23 Resume Workshop
2015/04/26 Contract Review
2015/05/10 Manager Panel Discussion
2015/05/30 Volunteer BBQ Gatering
2015/06/06 Corporation Tax Workshop
2015/08/15 Dive-into-Summer
2015/09/26 Annual Conference
08 CCPAA ANNUAL REPORT 2016
t you, thank you to all of our volunteers.
40%With CPA Designation
Member Distribution based on 141 member sample size
60%No Designation or in
progress
VP, CFO, Controller
9%
Director, Manager
17% 11%
Senior Accountant
Accountant, Analyst New Grad, Student
50% 13%
Accounting Financial Services Banking
25% 13% 10%
Thanks to our volunteers who helped with the membership research: Alice, Danni, Grace, Julia, Maggie, Wayne, Yiping and Zoe.
Position
Distribution
Top
3
Industries
Designation
ANNUAL REPORT 2016 CCPAA 09
The best way to keep in touch with us is to join our CCPAA
WeChat group. The office WeChat account is ccpaa-on.
加中专业会计师协会,简称CCPAA,成
立于2007年并于2008年4月在安省注册,
是由在加拿大工作多年的具有中国背景的
专业会计师为核心组成的独立的非赢利性
组织。协会的使命是倡导专业精神并致
力于提高加中两国在会计,审计,税务等
相关领域的交流与合作。经过7年半的发
展,我们现有安大略和卑诗省两个分会,
在多伦多的安省分会拥有300会员,在温
哥华的卑诗省分会也拥有100多会员。会
员大部分在加拿大的企业,机构,教育机
构和政府部门从事财务,审计,税务相关
工作。协会的三大主要目标为:
- 帮助会员在职业与专业领域的发展
- 为在加中两国的专业会计师提供交流机
会
- 鼓励会员对加中两国会计,审计,税务
以及系统进行深入了解
作为加拿大华人社区最重要的会计专业人
士协会,加中专业会计师协会致力于为华
人社区,加拿大专业市场提供最优质的社
会服务。团结华人会计专业人士,为会员
提供融入加拿大本土市场的平台。
加中专业会计师协会
共创加华人专业人士美好未来
CCPAA 因为有你精彩
作为一个非盈利组织,我们工作的开展
离不开志愿者们兢兢业业的付出与奉
献。CCPAA除了管理团队以外还有74位
志愿者。
每年CCPAA 将举办3个大型活动,5个专
业讲座,以及2-3个社交活动,我们还同
时运营着3个主微信群和一个大学群,
以及4个专业群(CPA考试群, Tax税务
群,Excel 进修群,和求职高升群)。过
去7年半的时间协会组织的活动出席人数
大约超过2000人次。每次活动从前期宣
传到现场布置,统筹,再到后期跟进,
都需要大量的人力资源。每场活动的成功举
行都离不开默默在后台奉献的我们亲爱的义
工们。他们无私的奉献出自己宝贵的私人时
间帮助CCPAA 完成了一个又一个的华丽转
身。CCPAA 的成长离不开每一位默默付出
的义工们的辛苦与努力。
在过去的一年里,加中专业会计师协会根
据会员的需求,为会员们提供了各种信
息交换和个人发展的研讨平台。以下是
2014-2015年的活动概要。
2014年会,财富管理
负责人:Diana Yang
2014年九月,在加拿大满目红枫叶的秋
天,我们为大家带来了针对财富管理为题
材的年会,在年会中我们请来了来自会
计,法律,政府的行业专家为大家介绍了
关于财富管理的专业知识。年会是加中会
计协会年度最重要的活动之一,不仅满足
持有会计证书的专业会计对后续教育学分
的需要,同时也会吸引来自各行业对年会
话题感兴趣的会计业外人士的关注。我们
也为参加会议嘉宾提供交流的机会,从而
为每位贵宾搭建扩大专业领域社交网络的
平台。
职业导师企划
负责人:Fang Li
o 简历修改与面试技巧
o 导师面对面活动
在二月我们推出了导师面对面活动的第一
站,让每位参加者都与演讲嘉宾有了一次
零距离接触。这次活动的反响尤为热烈,
很多会员在简历修改过后都得到了面试通
知。继首次活动之后,我们又推出了经理
人对话活动,在这次活动中,我们邀请了
在各大公司身居要职的导师们分别讲述了
他们当时初入社会的体验及一路走来的收
获,有趣亦有益。此次活动吸引了上百人
与您分享CCPAA过往的精彩
10 CCPAA ANNUAL REPORT 2016
参加。
专业讲座 公司税讲座
负责人: Allen Ma
六月我们举办了结合实际案例操作的公司税
务讲座,得到了会员们的一致好评。通过讲
座会员们对加拿大税法以及税务软件有了更
深层次的了解。
研讨会
总负责人:Maggie Liu
为了加深与扩展会员对专项主题的认知,我
们举办了多种非营利性研讨会,家庭婚姻法
与税务研讨会,海外收入与资产税务问题研
讨会,以及合同审核研讨会。我们另外还与
西安大略的学生合作举办了职业规划与发展
的研讨会,为就业选择提供了意见指导。
每个涉及专业知识的讲座和研讨会,我们都
会邀请来自各个专业领域的前辈分享他们的
行业经验与专业知识。为了更好地为会员以
及社区提供优质的专业活动,感谢每一位付
出个人时间参与我们专业活动的行业前辈。
导师名单(以活动顺序列出,从近到远)
税务
o Andy Liu
o Shawn Luo
o Ken Liu
o Nancy Yang
导师面对面
o Angela Rouse (CPA, CA)
o Daniel Chou (ACCA)
o Fang Li (CPA, NH)
o Helen Hou (CPA, CA, CPA Canada)
o Hwelen Young (CIA, CPA, CGA, ACCA)
o Jane Li (CIA)
o Michelle Tran (CPA, CA)
o Sisi Zhuang, Corporate Compliance
o Vivian Hu, MBA, CFA, CMA
感谢每位支持我们的导师
合同审阅
o Jame Kosa
o Tina Y. Liu
西安大略大学求职讲座
o Yan Xu
o Agnes Yan D
o Kaitelynn Liang
海外税务及个人税讲座
o Jason Nong
o Minna Zhu
家庭法及2015税务更新
o Andrew Feldstein
o Jin Wen
非盈利企业税讲座
o Shelyane li, CPA, CA
o Michelle Tran, CPA, CA
2014年会, 财富管理
o Susan Han
o Allister Field
o Alexandra Clark
o Douglas Melville
o Joan Jung
o Jin Wen
o Armando Minicucci
在未来一年,CCPAA还会像以往一样为会员
提供丰富并有价值的专业活动,我们希望愿
意分享自己专业经验的前辈加入我们的导师
队伍,为需要帮助以及渴望知识的朋友提供
服务。每位导师在活动结束都会获得CCPAA
颁发的导师证书以作为我们对您付出的感
激。
CCPAA期待您的加入
我们欢迎每一位资信良好的专业人士成为我
们的会员。作为我们的会员,您需要认同我
们的服务宗旨,遵从我们的规章制度,并且
每年按时交纳年费。
成为我们的会员可享受多种福利,例如,收
取与您职业发展息息相关的信息资源,扩展
您的人脉圈,以及享受研讨会和讲座的优惠
价格。现在就来加入我们并体验这些福利
吧。
ANNUAL REPORT 2016 CCPAA 11
Thank you for sup-
porting CCPAA
2015 Achievements
We would like to take this opportunity to
appreciate all of our previous sponsors for
their support, and thank any prospective
sponsors for their interests in sponsoring
us. CCPAA is one of the most well-known
professional associations in the Chinese
Community. Members and participants of
our association activities are not limited to
professional accountants, but executives,
investors, and successful entrepreneurs.
COMMUNICATIONS COMMITTEE
MAVIS MU
CPA - Chartered Professional Accountants of
Ontario
Grant Thornton
CPA Ontario has been our sponsor
since 2012. We greatly appreciate the
support along the way.
Grant Thornton has been our
sponsor since 2008. Thank you for
the support through the years.
We could not achieve
anything without the
sponsors and volun-
teers. Thank you!
12 CCPAA ANNUAL REPORT 2016
Seminars
We organize seminars regularly on topics and
skills that are key to our professional career
development. The popularity and attendance
at these seminars potentially rival that of
our annual conference. We organize many
seminars annually - these events are great
opportunities for your to learn from and
network with professionals.
Wrokshop
We organize hands-on workshop regularly with
different professional topics and themes. In
2015, we organized our first corporation taxation
workshop, where the participants have a chance
to prepare corporation tax returns and working
papers. The experienced supervisor reviewed the
working paper and provide reviewing notes till
the work is deliverable. We try to create a working
environment the same as in an accounting firm.
The feedback is great, we will host more similar
workshops in the future.
Social Networking Activities & Gathering
Our members and guests not only thrive to
be the best that we can be in our professional
career development - we also have fun along the
way! We organize fun social/sports networking
events multiple times a year. This year CCPAA has
hosted events like hiking, archery tag, BBQ, house
warming and birthday parties with our members.
April Contract Seminar
Career Day
Oversee
Summer BBQ Party
ANNUAL REPORT 2016 CCPAA 13
Dive-Into-Summer BBQ Party is the annual event that CCPAA hosts with CCFA and CPMP. It is an event for
professionals in Accounting, Finance and Project Management to get together and networking. It always takes
place in the month of Aug, make sure you visit our website to join us next year.
2015 AUG DIVE-INTO-SUMMER BBQ PARTY
CCPAA BBQ Team
Team work on the Tug-of-War
Celebration of Winning
Team work on the Tug-of-War
Team Cheering
14 CCPAA ANNUAL REPORT 2016
CCPAA Spring Dinner Night is the event we gather together to celebrate our 2014 achievements. We present
awards to our dedicated volunteers and announce upcoming 2015 new programs.
2015 MAR MUSIC DINNER NIGHT
CCPAA BBQ Team
Music Performance
New Program
Volunteer Team
Luck Draw
ANNUAL REPORT 2016 CCPAA 15
2015 Sponsorship table - CONFERENCE & EVENTS
SPONSORSHIP CONTRIBUTION
Annual
Conference
(180
Attendees)
Pre-Event Benefits
Company name & logo in all communications (Invitation, News, Website, Social Media)
Company Logo on homepage of Conference website with links
Company Logo & Profile on sponsorship section of Conference website
During-Event Benefits
Industry Exclusivity At The Sponsorship Level
# Of 6’X2.5’ Booth & Stand
Exclusive Marketing Presentation (15 Minutes)
Speakers Invitations(note1) (30 Minutes Presentation Time/Each Speaker)
# Of Complimentary Passes (Including Lunch &Tea/Coffee)
Distribution Of Corporate Catalogue
Complimentary Ad Space In Conference Program Brochure
Complimentary Insertion Of Materials In Delegate Kits (A-4 Size material supplied By Sponsors)
Name & Logo On Stage Backdrop
Recognition As Sponsor During The President’S Opening Remark At Conference
Huge Networking Opportunity
Post-Event Benefits
PPT, Company Name & Logo And Links Post On CCPAA Website News
Wechat (Logo On Posts), Distribute To Over 800 Readers
Spring
Dinner
Night
(100
Attendees)
Reserved Corporate Table For 10 Guests
# Of Complimentary Passes
Recognition As Sponsor On All Print Materials And Throughout The Conference
Recognition As Sponsor During The President’S Opening Remark At Conference
Name & Logo On Stage Backdrop
Present The Certificate To The Award Winners
Opportunity To Distribute Branded Gift Bag
Ad On Table Stand
Career Day
(2 x 150
Attendees)
# of 6’X2.5’ Booth & Stand
Speakers Invitations (Note1) (30 Minutes Presentation Time/Each Speaker)
Complimentary Passes To Attend Career Day Event
Logo On All Career Day Event Materials
Complimentary Insertion Of Materials In Delegate Kits
Recognition As Sponsor On All Print Materials And Throughout The Event
Recognition As Sponsor During The President’S Opening Remark At The Event
Seminars
(4 x 80)
Speakers Invitations (Note1) (30 Minutes Presentation Time /Each Speaker)
Signage On Seminar Venue
Gatherings
(3 x 100 +
6 x 20)
Signage on gathering venue
Present the prizes to the badminton contest winners
16 CCPAA ANNUAL REPORT 2016
Platinum Gold Silver Bronze Exhibitor Cocktail
$8,000 $5,000 $3,500 $1,500 $1,000 $800
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ANNUAL REPORT 2016 CCPAA 17
CCPAA
www. ccpaa.ca
conference@ccpaa.ca
Designed by Cheng Lin
2016.9.12

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Annual Report for 2015 ACM (prin_2015_09_22)

  • 1. STRENGTHEN & ENRICH CCPAA Annual Report 2016 Established since 2008 Professional Development Business Networking Career Coaching The Canadian-Chinese Professional Accountants Association is an independent and not-for-profit organization of Canadian professional accountants who are of Chinese origin and work in accounting, auditing and taxation.
  • 2. 7th CCPAA 2015 Annual Conference 9:30 - 10:00 Registration 10:00 - 10:10 Opening from CCPAA 10:10 - 10:40 Economic Outlook BMO, Christy Chen ( PhD, CFA, FRM, Sr. Economist & VP of Economic Research) 10:40 - 11:10 Property Value Evaluation Altus Group Limited, Altus Expert Services - , Grant S. Uba (AACI, M.I.M.A., Senior Director) 11:10 - 11:20 Break 11:20 - 11:50 Due Diligence Process before the Closure of a Deal Dickinson &Wright LLP, James M. McKeon (Partner) 11:50 - 12:30 Financing Support for Property Asset Purchasing TD Bank, Frank Zhang (MBA, CPA, Manager of Commercial Services) 12:30 - 1:15 Lunch Break 1:15 - 1:30 Lunch sponsor’s presentation CIBC, David Jiang (Mortgage Advisor) 1:30 - 2:10 Legal Structure for Property Asset Investment Metcalfe, Blainey & Burns LLP, Janet Lee, (Partner ) 2:10 - 2:50 Income Tax and HST Issues from the Property Acquisition, Disposal and Operation Grant Thornton LLP, Vicky Liu (CPA, CA, Tax Manager) & Christina Zurowski, CPA, CA, Senior Manager 2:50 - 3:00 Break 3:00 - 3:30 Legal and Regulatory Issues for Property Management Operation Solmon Rothbart Goodman LLP, Randall M. Rothbart, (Lawyer/Founding Partner) 3:30 - 4:15 Networking 4:15 - 4:30 CCPAA Ontario Chapter Members General Meeting Silver LEVEL SPONSOR bronze LEVEL SPONSOR COFFEE SPONSOR LUNCH SPONSOR
  • 3. Speaker Bio 02-03 Volunteers 04-07 Member Structure 08-09 Chinese Introduction 10-11 Achievements 12-15 Sponsorship Table 16-19 contentsCCPAA Top 3 Key Objectives • Facilitate career and professional development of members in the accounting industry; • Provide opportunities for networking and enhance interaction among professional accountants in Canada and China; • Encourage members to understand the accounting, auditing, taxation and finance systems in both Canada and China Whether you’re a Canadian business looking to take advantage of a thriving Chinese market, or a Chi- nese company hoping to explore new financial opportunities in Canada, at Grant Thornton LLP we have a dedicated China Services Group that can provide you with the extensive and personalized advice to help you succeed. Our team offers audit, tax and business advisory services in Mandarin and Cantonese, and can help you with services such as: v Tax and estate planning v Anti-money laundering v Transaction advisory v Residency and citizenship by investment v Transfer pricing For more information on how our China Services Group can help unlock your potential for growth, please visit www.GrantThornton.ca/services/china_services_group Judy Lin, CPA, CGA Patrick Ho, CPA, CA, CBV, CAMS Partner, Leader of China Services Group (Canada) Senior Manager, Financial Advisory Services E Judy.Lin@ca.gt.com E Patrick.Ho@ca.gt.com T +1 416 777 7228 T +1 416 369 6427 Let us help unlock your potential for growth. Audit l Tax l Advisory ANNUAL REPORT 2016 CCPAA 01
  • 4. services to legal practitioners engaged in environmental law, expropriation law, commercial law and assessment law. He has authored professional seminars for appraisers and lawyers on the valuation issues of contaminated real estate. 3. James M. Mckeon, Partner, Dickinson & Wright LLP James M. Mckeon specializes in banking and commercial real estate matters. He has extensive experience representing lenders in financing hotels, restaurant franchise chains, individual restaurants, and commercial real estate. Many of these transactions are multi- jurisdictional, and accordingly his practice is Canada-wide, and has the ability to quarterback transactions and source appropriate assistance throughout Canada. Mr. Mckeon represents owners of commercial real estate who acquire and sell hotels, shopping plazas, apartment building, office buildings and mixed use residential buildings. He has successfully completed tax-driven corporate reorganizations and joint residential leases as part of commercial property. Mr. Mckeon represents banks in connection with asset backed financing transactions and the cash management aspectsofsuchfinancings.Healsohasexperiencefinancing businesses using insurance policies as collateral for loans. 4. Frank Zhang, MBA, CPA, Manager of Commercial Service, TD Bank Frank Zhang is a Branch Manager at TD Mississauga Real Estate Branch, a specialized commercial branch financing different type of real estate projects with developers and builders. Mr. Zhang brings a wealth of experience after spending 13 years in the banking industry. Mr. Zhang’s 13 years banking industry experiences include branch manageratTDMississaugaRealEstate branch, senior credit risk manager at TD Bank Credit Risk Group, senior account manager in both Beaver Creek Real Estate Branch and Mississauga Real Estate Branch, and credit risk manager at RBC Credit Risk Group. His expertise is at financing and assessing credit risk in the land development, house construction, high rise condos, apartment buildings and commercialmarketsinGTAandEasternCanada.Hereceived his Bachelor of Arts from Lilin University and received his MBA in Professional Accounting degree from University of Toronto. He is also a Certified Public Accountant (CPA) with auditing practice with Arthur Anderson LLP. Speakers bio 1. Christy Chen, PhD, CFA, FRM, Senior Economist & VP of Economic Research, BMO Christy joined the BMO Economics group in 2008. Her chief responsibilities include forecasting commodity prices, analysing a variety of Canadian industries, monitoring the North American financial product markets,anddesigningenterprise-widemacroeconomic scenarios in support of risk management exercises. Christy also frequently provides presentations to the bank’s high net-worth Chinese clients and speaks at events organized by Chinese professional associations. Prior to her role as an Economist, Christy worked with BMO’s Risk Management group where she developed econometric models to control risk in the bank’s portfolios. Before working on Bay Street, she also taught economics courses at the undergraduate level at the University of Toronto. Christy earned a PhD in Economics from the University of Victoria, a Bachelor in Economics and an Associate DegreeinComputerSciencefromZhongshanUniversity in China. She also holds a Chartered Financial Analyst designation and a Financial Risk Manager designation. 2. Grant S. Uba, AACI, M.I.M.A, Senior Director, Altus Group Limited Altus Expert Service With over 40 years of experience in the public and private sectors, Mr.Uba has a diversified appraisal background.GrantisamemberoftheAppraisalInstitute of Canada, holding Accredited Appraiser Canadian Institute (AACI) designation and an Accredited Member of the Institute of Municipal Assessors, holding the M.I.M.A. designation. Grant’s core professional interest is valuation and advisory issues relating to impacts on property value caused by contamination and other impairments. Grant also provides valuations to assist in determining compensation in expropriations and in resolving landlord/tenant disputes on lease renewal rates. Grant has been a Senior Director at the Altus Group Limited, which is a global firm with over 75 offices around the world including the US, UK, Europe and Asia Pacific, since May 2010. As a member of Altus Expert Service®, Grant provides specialized expert services in litigation support, expert evidence and consulting 02 CCPAA ANNUAL REPORT 2016
  • 5. 5. David Jiang, Mortgage Advisor, CIBC David Jiang works at CIBC as Mortgage Advisor specializes in New Immigrant and Non-Immigrant Mortgage applications, and Luxury Mortgages. In 2011, Mr. Jiang has been awarded as Top 10 Mortgage Managers by Canada-China Realty Professional Association. Additionally, in both 2013 and 2014, he achieved nationwide No.1 CIBC Mortgage Advisor in volume. Academically, Mr. Jiang earned his MBA degree from University of Leicester, UK, in 1996. 6. Janet Lee, Partner, Metcalfe, Blainey & Burns LLP Janet has over 14 years of experience working at Bay Street and international law firms includes Osler and Norton Rose Fulbright advising private and public companies, banks, pension funds and high net worth individuals. She does a broad range of corporate and commercial work, including mergers and acquisitions, incorporations, real estate projects, renewable energy projects, joint venture transactions and commercial lending. She represents clients in various sectors, including real estate, mining, forestry, renewable energy and high technology. 7. Vicky Liu, CPA, CA, Tax Manager, Grant Thornton Vicky provides tax services to a diverse group of private owner-managed businesses and high net worth individuals. Vicky has extensive experience in general corporate tax matters, corporate reorganizations, personal taxes and estate planning. Vicky is involved in a variety of industries, including manufacturing, real estate and professional services. Vicky is also a member of the China Services Group of Grant Thornton LLP and actively promotes business investment activities between Canada and China. Vicky is a Chartered Accountant who received her Bachelor of Commerce degree from the University of Toronto as a member of the Dean’s Honour List and with High Distinction. She is completing level 3 of the CICA In-Depth Tax Course. She is also a member of the Canadian Tax Foundation. 8. Christina Zurowki, CPA, CA, Senior Manager, Grant Thornton Christinahasbeenspecializinginthecommoditytaxarea for over 15 years, providing clients with quality practical advice drawing on her experience in industry prior to specializing in commodity tax. Assisting Canadian and non-resident organizations meet their Canadian Sales Tax objectives is the core of Christina’s practice. She has conducted and managed commodity tax reviews of clients’operations, recovery reviews, as well as assisting clients manage and mitigate audits, developing and presenting commodity tax training sessions, in addition to advising clients on various commodity tax issues. Christina’s experience encompasses a wide range of industries, from manufacturing and services to not for profits. Christina is a leader in the field. She is a frequent and recurring presenter at various conferences, including the CPA Canada GST/HST Symposium and has been a GST In Depth Tutorial leader for close to 10 years. 9. Randall M. Rothbart, Lawyer / Founding Partner, Solmon Rothbart Goodman LLP Randall M. Rothbart was called to the Bar of Ontario in 1983 after attending Osgoode Hall Law School. He articled with Goodman and Goodman, now known as Goodmans LLP. He is a senior partner of the law firm of Solmon Rothbart Goodman LLP. He has over 32 years of experience in a wide range of commercialandcivillitigationmatters. Averysignificant portion of his practice is in the area of commercial landlord-tenant litigation and strategic solutions related thereto. Further areas of practice include real estate litigation matters, constructor liability issues, fraud claims,solicitorclientissues,bankingdisputes,corporate and shareholders matters, partnership disputes and enforcement of foreign judgments. He represents a number of the major building owners and landlords in the greater Toronto area. He is legal counsel to the Building Owners and Managers Association (BOMA) Toronto and serving on its Board of Directors. He is the chair of the BOMA Regulatory Affairs Committee. He has participated as a member of and legal advisor to, the National Pandemic Task Force for Building Owners and Managers which published an industry leading Pandemic Guide for Building Owners and Managers. His is the creator of LEAP (Lease Enforcement Action Plan), and has lectured to property managers for major landlords concerning lease enforcement tactics and strategies. He has also lectured for the Law Society of Upper Canada, the ICSC (International Council of Shopping Centres), BOMA and BOMEX. ANNUAL REPORT 2016 CCPAA 03
  • 6. We are proud to be 100% Volunteers Powered Non-for Profit Organization & Platform The Music Night 04 CCPAA ANNUAL REPORT 2016
  • 7. Our goals A. The CCPAA encourages members to understand both Canadian and Chinese accounting, auditing, finance and taxation systems in a broad view and actively participate in the modernization process of the Chinese accounting industry. B. The CCPAA welcomes opportunities, which conform to Bylaws and the interests of the CCPAA members, in such forms as joint research projects, education programs, publications or any others in accounting, auditing, finance, taxation or related areas. C. The CCPAA encourages members to develop their career path and professional competency in conformity with Bylaws. Photo credit to Kelly Xu ANNUAL REPORT 2016 CCPAA 05
  • 8. Join us Today at ccpaa.ca - Volunteer to implement changes CCPAA Bylaw Board of Directors • A member of the CCPAA is elected to be a director with at least an affirmative vote of two-thirds (2/3) of the members at a general meeting duly called for the purpose of general election. A Board of Directors is elected with a regular term of five (5) years. • The Board of Directors appoints the President and approves the appointments of other members in the Executive Committee nominated by the President. The Board of Directors also appoints the Board of Arbitration and the Advisors in the Advisory Committee. • The Board of Directors may request at any time to conduct an internal or external audit of the financial statements of the CCPAA or to review the performance of the Executive Committee or to call for an early or regular election by calling a general meeting. • The Chairperson of the Board of Directors is elected by the members of the Board. The term of the Chairperson is no longer than that of the Board. Phil Zhang VP, International Relations Maggie Liu VP, Professional Development Crystal Li VP, Public Relations Management Team Rubin Li VP, Membership Mavis Mu VP, Communication Cheng Lin VP, Business Development Vivian Dai First Vice President The President is elected with a regular term of three (3) years, and can be extended by the Board of Directors. The President nominates the members in the Executive Committee, which is subject to the approval of the Board of Directors. The Executive Committee is responsible for the daily operations and project executions of the CCPAA. Diana Yang President Judy Lin Chair of National Board 06 CCPAA ANNUAL REPORT 2016
  • 9. Secretary - Jimmy Li Accountant - Carol Li Professional Development Committee Director - Don Wang Director - Jimmy Li Director - Sean Xiao Director - Allen Ma Director - Yi Shang Committee Members Communications Committee Director – Danni Yan Specialist - Zoe Guan Specialist – Saice Sun International Relations Committee Director - Judy Lin Director - Nicole Ma Director - Gloria Pang Membership Committee Director - Linda Cheng Director - Stella Deng Specialist – Shiky Chen Business Development Committee Director - Mia Ma Specialist - Jing Peng Specialist - Sabrina Jiao Wang Specialist - Yi Chen Specialist - Amy Xu Specialist - Vivian Yu Specialist - Pennie Y. Zhao Specialist - Siwei Li Specialist - Vivian Zheng Specialist - Meng Zhao Volunteer List Amy Xu Yi Chen Shiky Chen Weixin Tang Elle Guo Crystal Li Shi Vivian Yu Amy Zhao Jiao Wang Siwen Li Shirley(Yawei) Shen Annie Zhao Yixin Zhang Yunye Su Yolanda Wong Yufei Liu Xiaohui Wang Jiaxin Ding Pennie Y. Zhao Daiwen(Summer) Hu Ray Ding Roy Wang Chunying Wang Jianying(Fiona) Li Ting SUN Anqi Suo Linda Lei Yunyun Yang Nicky Wang Vivian Zheng Jane Tang Jing Peng Danni Yan Cheng Lin Mia Ma Mavis Mu Sisi Zhang Ken Liu Diana Yang Stella Deng Wendy Nie Jennifer Zhang Edwin Ng Meng Zhao Edwin Ng Sheldon Lu Meng Wang Ting Sun Cady Hou Yu Guan Leo Xiang Jenny Wu Novia Zang Xiaohui Wang Yiling Zhang Shawn Luo Lei Zhang Pian Pian Liu Saice Sun Xingzi Xie Shuang Wang Adele Zhang Allen MA Yanan Liu Elaine Li Shan Shan Li Xiaomeng Wei Yan Liu Jiaxin Huang Lingzi Lu Yuan Lan Vivian Dai Flora Chen Stacy Lu Halin Ying Sun ANNUAL REPORT 2016 CCPAA 07
  • 10. 1 2 3 We can’t achieve it without Volunteering Website WeChat CCPAA welcomes new volunteers! Please send your resume to conference@ccpaa.ca. Please visit ccpaa.ca for the latest information. Event information is usually posted online one month in advance. The best way to keep in touch with us is to join our CCPAA WeChat group. The office WeChat account is ccpaa-on. Past Event Summary 2014/11/14 New Members Gathering 2014/11/29 NPO Seminar 2014/12/14 Family Law & Tax Update 2015/01/24 Oversea Taxation 2015/03/07 Spring Dinner Night 2015/03/23 Resume Workshop 2015/04/26 Contract Review 2015/05/10 Manager Panel Discussion 2015/05/30 Volunteer BBQ Gatering 2015/06/06 Corporation Tax Workshop 2015/08/15 Dive-into-Summer 2015/09/26 Annual Conference 08 CCPAA ANNUAL REPORT 2016
  • 11. t you, thank you to all of our volunteers. 40%With CPA Designation Member Distribution based on 141 member sample size 60%No Designation or in progress VP, CFO, Controller 9% Director, Manager 17% 11% Senior Accountant Accountant, Analyst New Grad, Student 50% 13% Accounting Financial Services Banking 25% 13% 10% Thanks to our volunteers who helped with the membership research: Alice, Danni, Grace, Julia, Maggie, Wayne, Yiping and Zoe. Position Distribution Top 3 Industries Designation ANNUAL REPORT 2016 CCPAA 09
  • 12. The best way to keep in touch with us is to join our CCPAA WeChat group. The office WeChat account is ccpaa-on. 加中专业会计师协会,简称CCPAA,成 立于2007年并于2008年4月在安省注册, 是由在加拿大工作多年的具有中国背景的 专业会计师为核心组成的独立的非赢利性 组织。协会的使命是倡导专业精神并致 力于提高加中两国在会计,审计,税务等 相关领域的交流与合作。经过7年半的发 展,我们现有安大略和卑诗省两个分会, 在多伦多的安省分会拥有300会员,在温 哥华的卑诗省分会也拥有100多会员。会 员大部分在加拿大的企业,机构,教育机 构和政府部门从事财务,审计,税务相关 工作。协会的三大主要目标为: - 帮助会员在职业与专业领域的发展 - 为在加中两国的专业会计师提供交流机 会 - 鼓励会员对加中两国会计,审计,税务 以及系统进行深入了解 作为加拿大华人社区最重要的会计专业人 士协会,加中专业会计师协会致力于为华 人社区,加拿大专业市场提供最优质的社 会服务。团结华人会计专业人士,为会员 提供融入加拿大本土市场的平台。 加中专业会计师协会 共创加华人专业人士美好未来 CCPAA 因为有你精彩 作为一个非盈利组织,我们工作的开展 离不开志愿者们兢兢业业的付出与奉 献。CCPAA除了管理团队以外还有74位 志愿者。 每年CCPAA 将举办3个大型活动,5个专 业讲座,以及2-3个社交活动,我们还同 时运营着3个主微信群和一个大学群, 以及4个专业群(CPA考试群, Tax税务 群,Excel 进修群,和求职高升群)。过 去7年半的时间协会组织的活动出席人数 大约超过2000人次。每次活动从前期宣 传到现场布置,统筹,再到后期跟进, 都需要大量的人力资源。每场活动的成功举 行都离不开默默在后台奉献的我们亲爱的义 工们。他们无私的奉献出自己宝贵的私人时 间帮助CCPAA 完成了一个又一个的华丽转 身。CCPAA 的成长离不开每一位默默付出 的义工们的辛苦与努力。 在过去的一年里,加中专业会计师协会根 据会员的需求,为会员们提供了各种信 息交换和个人发展的研讨平台。以下是 2014-2015年的活动概要。 2014年会,财富管理 负责人:Diana Yang 2014年九月,在加拿大满目红枫叶的秋 天,我们为大家带来了针对财富管理为题 材的年会,在年会中我们请来了来自会 计,法律,政府的行业专家为大家介绍了 关于财富管理的专业知识。年会是加中会 计协会年度最重要的活动之一,不仅满足 持有会计证书的专业会计对后续教育学分 的需要,同时也会吸引来自各行业对年会 话题感兴趣的会计业外人士的关注。我们 也为参加会议嘉宾提供交流的机会,从而 为每位贵宾搭建扩大专业领域社交网络的 平台。 职业导师企划 负责人:Fang Li o 简历修改与面试技巧 o 导师面对面活动 在二月我们推出了导师面对面活动的第一 站,让每位参加者都与演讲嘉宾有了一次 零距离接触。这次活动的反响尤为热烈, 很多会员在简历修改过后都得到了面试通 知。继首次活动之后,我们又推出了经理 人对话活动,在这次活动中,我们邀请了 在各大公司身居要职的导师们分别讲述了 他们当时初入社会的体验及一路走来的收 获,有趣亦有益。此次活动吸引了上百人 与您分享CCPAA过往的精彩 10 CCPAA ANNUAL REPORT 2016
  • 13. 参加。 专业讲座 公司税讲座 负责人: Allen Ma 六月我们举办了结合实际案例操作的公司税 务讲座,得到了会员们的一致好评。通过讲 座会员们对加拿大税法以及税务软件有了更 深层次的了解。 研讨会 总负责人:Maggie Liu 为了加深与扩展会员对专项主题的认知,我 们举办了多种非营利性研讨会,家庭婚姻法 与税务研讨会,海外收入与资产税务问题研 讨会,以及合同审核研讨会。我们另外还与 西安大略的学生合作举办了职业规划与发展 的研讨会,为就业选择提供了意见指导。 每个涉及专业知识的讲座和研讨会,我们都 会邀请来自各个专业领域的前辈分享他们的 行业经验与专业知识。为了更好地为会员以 及社区提供优质的专业活动,感谢每一位付 出个人时间参与我们专业活动的行业前辈。 导师名单(以活动顺序列出,从近到远) 税务 o Andy Liu o Shawn Luo o Ken Liu o Nancy Yang 导师面对面 o Angela Rouse (CPA, CA) o Daniel Chou (ACCA) o Fang Li (CPA, NH) o Helen Hou (CPA, CA, CPA Canada) o Hwelen Young (CIA, CPA, CGA, ACCA) o Jane Li (CIA) o Michelle Tran (CPA, CA) o Sisi Zhuang, Corporate Compliance o Vivian Hu, MBA, CFA, CMA 感谢每位支持我们的导师 合同审阅 o Jame Kosa o Tina Y. Liu 西安大略大学求职讲座 o Yan Xu o Agnes Yan D o Kaitelynn Liang 海外税务及个人税讲座 o Jason Nong o Minna Zhu 家庭法及2015税务更新 o Andrew Feldstein o Jin Wen 非盈利企业税讲座 o Shelyane li, CPA, CA o Michelle Tran, CPA, CA 2014年会, 财富管理 o Susan Han o Allister Field o Alexandra Clark o Douglas Melville o Joan Jung o Jin Wen o Armando Minicucci 在未来一年,CCPAA还会像以往一样为会员 提供丰富并有价值的专业活动,我们希望愿 意分享自己专业经验的前辈加入我们的导师 队伍,为需要帮助以及渴望知识的朋友提供 服务。每位导师在活动结束都会获得CCPAA 颁发的导师证书以作为我们对您付出的感 激。 CCPAA期待您的加入 我们欢迎每一位资信良好的专业人士成为我 们的会员。作为我们的会员,您需要认同我 们的服务宗旨,遵从我们的规章制度,并且 每年按时交纳年费。 成为我们的会员可享受多种福利,例如,收 取与您职业发展息息相关的信息资源,扩展 您的人脉圈,以及享受研讨会和讲座的优惠 价格。现在就来加入我们并体验这些福利 吧。 ANNUAL REPORT 2016 CCPAA 11
  • 14. Thank you for sup- porting CCPAA 2015 Achievements We would like to take this opportunity to appreciate all of our previous sponsors for their support, and thank any prospective sponsors for their interests in sponsoring us. CCPAA is one of the most well-known professional associations in the Chinese Community. Members and participants of our association activities are not limited to professional accountants, but executives, investors, and successful entrepreneurs. COMMUNICATIONS COMMITTEE MAVIS MU CPA - Chartered Professional Accountants of Ontario Grant Thornton CPA Ontario has been our sponsor since 2012. We greatly appreciate the support along the way. Grant Thornton has been our sponsor since 2008. Thank you for the support through the years. We could not achieve anything without the sponsors and volun- teers. Thank you! 12 CCPAA ANNUAL REPORT 2016
  • 15. Seminars We organize seminars regularly on topics and skills that are key to our professional career development. The popularity and attendance at these seminars potentially rival that of our annual conference. We organize many seminars annually - these events are great opportunities for your to learn from and network with professionals. Wrokshop We organize hands-on workshop regularly with different professional topics and themes. In 2015, we organized our first corporation taxation workshop, where the participants have a chance to prepare corporation tax returns and working papers. The experienced supervisor reviewed the working paper and provide reviewing notes till the work is deliverable. We try to create a working environment the same as in an accounting firm. The feedback is great, we will host more similar workshops in the future. Social Networking Activities & Gathering Our members and guests not only thrive to be the best that we can be in our professional career development - we also have fun along the way! We organize fun social/sports networking events multiple times a year. This year CCPAA has hosted events like hiking, archery tag, BBQ, house warming and birthday parties with our members. April Contract Seminar Career Day Oversee Summer BBQ Party ANNUAL REPORT 2016 CCPAA 13
  • 16. Dive-Into-Summer BBQ Party is the annual event that CCPAA hosts with CCFA and CPMP. It is an event for professionals in Accounting, Finance and Project Management to get together and networking. It always takes place in the month of Aug, make sure you visit our website to join us next year. 2015 AUG DIVE-INTO-SUMMER BBQ PARTY CCPAA BBQ Team Team work on the Tug-of-War Celebration of Winning Team work on the Tug-of-War Team Cheering 14 CCPAA ANNUAL REPORT 2016
  • 17. CCPAA Spring Dinner Night is the event we gather together to celebrate our 2014 achievements. We present awards to our dedicated volunteers and announce upcoming 2015 new programs. 2015 MAR MUSIC DINNER NIGHT CCPAA BBQ Team Music Performance New Program Volunteer Team Luck Draw ANNUAL REPORT 2016 CCPAA 15
  • 18. 2015 Sponsorship table - CONFERENCE & EVENTS SPONSORSHIP CONTRIBUTION Annual Conference (180 Attendees) Pre-Event Benefits Company name & logo in all communications (Invitation, News, Website, Social Media) Company Logo on homepage of Conference website with links Company Logo & Profile on sponsorship section of Conference website During-Event Benefits Industry Exclusivity At The Sponsorship Level # Of 6’X2.5’ Booth & Stand Exclusive Marketing Presentation (15 Minutes) Speakers Invitations(note1) (30 Minutes Presentation Time/Each Speaker) # Of Complimentary Passes (Including Lunch &Tea/Coffee) Distribution Of Corporate Catalogue Complimentary Ad Space In Conference Program Brochure Complimentary Insertion Of Materials In Delegate Kits (A-4 Size material supplied By Sponsors) Name & Logo On Stage Backdrop Recognition As Sponsor During The President’S Opening Remark At Conference Huge Networking Opportunity Post-Event Benefits PPT, Company Name & Logo And Links Post On CCPAA Website News Wechat (Logo On Posts), Distribute To Over 800 Readers Spring Dinner Night (100 Attendees) Reserved Corporate Table For 10 Guests # Of Complimentary Passes Recognition As Sponsor On All Print Materials And Throughout The Conference Recognition As Sponsor During The President’S Opening Remark At Conference Name & Logo On Stage Backdrop Present The Certificate To The Award Winners Opportunity To Distribute Branded Gift Bag Ad On Table Stand Career Day (2 x 150 Attendees) # of 6’X2.5’ Booth & Stand Speakers Invitations (Note1) (30 Minutes Presentation Time/Each Speaker) Complimentary Passes To Attend Career Day Event Logo On All Career Day Event Materials Complimentary Insertion Of Materials In Delegate Kits Recognition As Sponsor On All Print Materials And Throughout The Event Recognition As Sponsor During The President’S Opening Remark At The Event Seminars (4 x 80) Speakers Invitations (Note1) (30 Minutes Presentation Time /Each Speaker) Signage On Seminar Venue Gatherings (3 x 100 + 6 x 20) Signage on gathering venue Present the prizes to the badminton contest winners 16 CCPAA ANNUAL REPORT 2016
  • 19. Platinum Gold Silver Bronze Exhibitor Cocktail $8,000 $5,000 $3,500 $1,500 $1,000 $800 ü ü ü ü ü ü ü ü 250 Words 150 Words 125 Words 100 Words ü ü 2 1 1 1 ü 2 2 1 6 4 3 2 1 ü ü 2 Pages 1 page 1/2 pages 1/4 pages Bus. Card Bus. Card ü ü ü ü ü ü ü ü ü ü ü ü ü ü ü ü ü ü ü ü ü ü 2 tables 1 table 1/2 tables 3 2 1 ü ü ü ü ü ü ü ü ü ü ü ü ü ü ü ü ü ü ü ü ü ü 2 1 1 1 1 1 2 1 1 1 1 ü ü ü ü ü ü ü ü ü ü ü ü ü ü 2 1 ü ü ü ü ANNUAL REPORT 2016 CCPAA 17