1. Sustainability
& Growth
CCPAA Annual Report 2015
Established since 2008
Professional
Development
Business
Networking
One-on-One
Mentoring
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. Mission 02
Goals 03
Management Team 04-05
Member Structure 06-07
2014 Sponsors 08-09
2015 Sponsorship Opportunities 10-11
Sponsorship Table 12-15
Guest Speakers 16-17
contents
CCPAA is dedicated towards helping Professional
Accountants with their Long-Term Development
CCPAA is an independent and not-for-profit organization - our operation is
dependent on a group of dedicated volunteers.
“Teamwork is the ability to work
together toward a common vision.
The ability to direct individual
accomplishments toward
organizational objectives. It is the
fuel that allows common people to
attain uncommon results.”
--Andrew Carnegie
3. Sustainability & Growth
CCPAA Top 3 Key Objectives
• To facilitate the career and professional development of members in related areas;
• To provide opportunities for interaction and networking among professional
accountants in Canada and China;
• To encourage members to understand both Canadian and Chinese accounting,
auditing, taxation and finance systems
ANNUAL REPORT 2015 CCPAA 01
4. Understanding
Community needs
Focus on Accountant Community
Our mission
The CCPAA seeks to enhance
communication in research, education,
regulation and business practices of
accounting, auditing, finance, taxation
and related areas between Canada and
China.
02 CCPAA ANNUAL REPORT 2015
5. 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.
ANNUAL REPORT 2015 CCPAA 03
6. 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.
Judy Lin, Chair of National Board
Board of Directors
Our vision is to create a sustainable advantage
for our members, our stakeholders and our
communities by promoting professionalism,
enhancing professional development and
facilitating the business and investment
activities between Canada and China.
I immigrated to Canada in 2001 from China.
After settling down and establishing myself in
Toronto, I strongly feel that it is time for me to
get back to our communities and to my home
country. I felt extremely hurt and heartbroken
when I heard about the terrible stories
originating in China over the years about the
heavily polluted air, the poisoned baby formula
and the car accident involving 64 kids in a 9
seat van. I know I cannot change the world
overnight, but I do want to find a way to help
reverse these bad trends.
In 2007, I co-founded CCPAA with my
professional accountant friends in Canada.
I was re-elected in 2013 to be one of the
seven directors and the Chair of the Board
for a second 5-year term. While promoting
professionalism and education to the
community, CCPAA has provided me with
tremendous opportunities to network and
connect with Chinese professionals in the
community. The CCPAA has offered a great
platform for me to grow personally and
professionally. After 13+ year in a new country, I
have made my way across half of the globe and
officially became a Partner of Grant Thornton
LLP, a leading international accounting firm in
Canada in 2015. My growth with CCPAA plays
a large role in my accomplishments and I truly
appreciate my experience with the CCPAA
team.
As one of the co-founders and the Chair of the
National Board of the CCPAA, I am extremely
proud of what we have achieved in the past
few years. The CCPAA team is so generous and
dedicated in contributing countless personal
time in such a professional way to have driven
great things to happen, to become more and
more influential and to make such a positive
difference in our communities. I certainly look
forward to creating more great moments
for ourselves, our stakeholders and our
communities with this great team in 2015 and
04 CCPAA ANNUAL REPORT 2015
7. Join us Today at ccpaa.ca - Volunteer to implement
changes, help your community and build friendships
Phil Zhang
VP, International Relations
Maggie Liu
VP, Professional Development
Crystal Li
VP, Public Relations
Executive Committee
President
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.
Secretary - Jimmy Li
Accountant - Carol Li
Professional Development
Committee
Director - Don Wang
Director - Jimmy Li
Director - Sean Xiao
Director - Yi Shang
Representative - Rachael Liu
Committee Members
Communications Committee
Specialist - Belinda Chen
Representative - Jackie Li
Public Relations Committee
Director - Allen Ma
Director - Leo Shi
International Relations Committee
Director - Judy Lin
Director - Nicole Ma
Director - Gloria Pang
Membership Committee
Director - Linda Cheng
Director - Stella Deng
Business Development
Committee
Specialist - Jing Peng
Specialist - Danni Yan
Specialist - Maggie Sheng
Specialist - Zoe Guan
Specialist - Mia Ma
Representative - Yi Chen
Diana Yang
President
ANNUAL REPORT 2015 CCPAA 05
8. 1
2
3
We can’t achieve it without you, thank you to
Volunteer
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 - QR code avaiable at the back of this report.
2015 Planned Events
Jan - Seminar
Feb - Spring Dinner Party
Mar - Badminton Gathering
Apr - Real Estate Conference
May - Badminton Gathering
Jun - Career Day
Jul - Summer Picnic
Aug - Seminar
Sep - Annual Conference
Oct - Gathering
Nov - Seminar
Dec - Seminar
Event dates are subject to change.
06 CCPAA ANNUAL REPORT 2015
9. o all of our volunteers.
33%With CPA Designation
Member Distribution based on 205 member sample size
67%No Designation or in
progress
VP, CFO, Controller
6%
Director, Manager
18% 13%
Senior Accountant
Accountant, Analyst New Grad, Student Other (i.e. Entrepreneur)
30% 11% 22%
Accounting Financial Services Banking
20% 14% 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 2015 CCPAA 07
10. for supporting CCPAA
2014 Sponsors
Thank You
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, Belinda Chen
CPA - Chartered Professional Accountants of
Ontario
Grant Thornton
CPA 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
generous support of our
sponsors. Thank you!
“The strength of the team is each
individual member. The strength of each
member is the team.”
--Phil Jackson
08 CCPAA ANNUAL REPORT 2015
11. 2014 GOLD LEVEL SPONSOR
2014 bronze LEVEL SPONSOR
332
800
Quickfactsabout
CCPAA
Current association
members, and
we’re growing!
Average number
of readers of our
newsletter
ANNUAL REPORT 2015 CCPAA 09
12. Annual Conference
We have successfully organized this signature
annual event for six consecutive years since
2008. Our annual conference is particularly
designed to be the crucial gateway for
international business opportunities between
China and Canada. The annual conference:
• Disseminates in-depth information and
knowledge on particular trends in industries;
• Provides access to unique financing,
investment and partnership opportunities in
particular areas and/or industries;
• Facilitates networking opportunities with
over 180 financial and industrial professionals,
management executives, decision makers and
business owners.
With different sponsorship levels, you and your
organization can take advantage of the various
opportunities to reach your target audience by
sponsoring and participating in our scheduled
functions and seminars.
2015 Annual Sponsorship Opportunities
With CCPAA Ontario Chapter
COMMUNICATIONs COMMITTEE
Mavis Mu, Belinda Chen
Douglas Melville, OBSI
Diana Yang, CCPAA
Meredith Adolph, OSC
Alexandra Clark, IIROC
Maggie Liu, CCPAA
Allister Field, OSC
10 CCPAA ANNUAL REPORT 2015
13. 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 four seminars
annually - these events are great opportunities
to promote your business to our community.
Gatherings
We organize informal gatherings regularly
with different professional topics and themes.
Gatherings are not limited to causal meetings, but
include groups discussions about professional
topics. These gatherings focus on knowledge
sharing about industrial trends and latest
government regulations in an informal way. Three
informal gatherings will be held in 2015 - yet
another sponsorship opportunity to expose your
organization to our professionals.
Social networking and annual career day event
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 and an annual career day -
maximize the exposure of your organization by
being a sponsor!
Annual Conference
Career Day
Joan Jung, Minden Gross LLP
Jin Wen, Grant Thornton LLP
“With over 100 members
attending the event,
the 2014 Dive-Into-
Summer BBQ party was
a great success. This is
a great example of joint
collaboration between
CCPAA, CCFA and
CPMP.”
Picnic Day
ANNUAL REPORT 2015 CCPAA 11
14. 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
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
12 CCPAA ANNUAL REPORT 2015
15. Platinum Gold Silver Bronze Exhibitor Cocktail
$8,000 $5,000 $3,500 $1,500 $1,000 $800
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ANNUAL REPORT 2015 CCPAA 13
16. 2015 Sponsorship table - COMMUNICATIONs
SPONSORSHIP CONTRIBUTION
Social Media
(Daily)
LinkedIn (Home Page Image)
Wechat (LOGO on posts), distribute to over 800 readers
Website
(Monthly)
LOGO
Hyper Link
E-Newsletter
(Quarterly)
Article
Ad
Magazine
(Yearly)
Article
Ad
Swags
(Yearly)
CCPAA distributes your swags
Have your logo displayed on the delegate bags you provided & distributed to attendees
Term and Condition
1. The sponsorship is only applied to the events and activities organized by CCPAA
Ontario Chapter.
2. Fair and reasonable customized package can be negotiated and reflected in the
final agreement.
3. Full payment is required after signing the sponsorship agreement.
4. The agreement is effective for one year from the date of payment received.
5. Cancellation may be accepted within 30 days upon the signing date of the
agreement. Cancellation must be made in writing.
Note1. Please note that other than the exclusive marking presentations, speakers
are invited for educational speeches on informative topics that are valuable to our
members and the community. We are only committed to send the minimum number
of invitations to our sponsors as listed above in different levels. Confirmed speakers
have to meet our quality screening standards and be subject to the approval of the
CCPAA Ontario executive committee.
14 CCPAA ANNUAL REPORT 2015
17. Platinum Gold Silver Bronze Exhibitor Cocktail
$8,000 $5,000 $3,500 $1,500 $1,000 $800
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ANNUAL REPORT 2015 CCPAA 15
18. Thanks to all our guest speakers
Name Title & Company
Alan Sless Partner, BLG LLP
Alexandra Clark Director of Enforcement Litigation at Investment Industry Regulatory
Organization of Canada (IIROC)
Allister Field Acting Manager-Enforcement Branch, Ontario Securities Commission (OSC)
Andrew Feldstein Lawyer, Feldstein Family Law Group
Armando Minicucci Principal of Tax Services, Grant Thornton LLP
Bob GUO Goldenmount International Capital
Carl Brillinger FCSI, CSWP, FMA, PFP, AMP Director Moody’s Analytics
Carmen Jacques CGA, Business Development Manager at Certified General Accountants of
Ontario
Colleen Spring Zimmerman Partner from Fogler, Rubinoff LLP
Cynthia Yu Commercial Account Manager, BMO
Daniel Chou CGA, ACCA , Secretary of ACCA Canada
Daniel Rothberg Partner at Miller Thomson LLP, Chair of the Firm’s National Mining Group
Douglas Melville Ombudsman and Chief Executive Officer, Ombudsman and Chief Executive
Officer, Ombudsman for Banking Services and Investments (OBSI)
Derényi, Eugene F. Partner from Fogler, Rubinoff LLP
Eric Xiao Partner at Ernst & Young LLP, Transaction Advisory Services
Ernie Belyea Partner from Bennett Jones LLP
Gena Griffin District President for Robert Half International (RHI)
Gregory Tsang VP, Private Investment Counsel, CIBC
Jack Tannerya Partner, Miller Thomson’s Toronto office
Jasjit Maggu Associate Director, Venture Capital Energy/Cleantech Fund, Business Develop-
ment Bank of Canada
Jennifer Zhao Senior Manager, Assurance Services, Ernst & Young
Jeremy Jagt Partner at Grant Thornton LLP, The Leader of the Firm’s Mining Industry Auditing
Practice
Jessica Man CA, CBV, WFT Corporate Finance & Valuations Ltd.
Jin Wen CPA, CA, Manager, Domestic Tax Group of Grant Thornton LLP
Joan Jung Partner of Minden Gross LLP
Karen Chung Senior Manager of Transaction Tax Services Group
Katherine Hui CA, MACC, Senior Financial Analyst of Toronto Hydro Electric System LTD
Larry Dunsire Vice President, Real Estate Commercial Credit Risk Management, TD Bank
Financial Group
Laura Xi CMA, CIA, MMPA, Risk and Assurance Consultant of Government of Ontario
16 CCPAA ANNUAL REPORT 2015
19. Name Title & Company
Lori Dalton CMA, Student Recruiter at Chartered Professional Accountants of Ontario
(CPA Ontario)
Louis Kan Associate Director of Technical Services, CICA
Dr. Lu Wei Executive Director, Department of Public Economics and Social Policy, Shang-
hai Jiaotong University
Meredith Adolph Senior Communications Advisor, Investor Education Fund, Ontario Securities
Commission (OSC)
Mevan Delwita Senior Vice President & Associate Partner at Ernst & Young
Michelle Tran CPA, CA, Manager at Grant Thornton LLP
Hongqiang Zhao Formerly Assistant Chief Auditor, Public Company Accounting Oversight Board
PCAOB, USA
Thomas Lee Senior Manager at KPMG LLP, Transactions and Restructuring Services
Paul Orzech Recruiter, PTC Accounting and Finance Inc
Ray E. Drost Senior Vice President, Ernst & Young
Raymond LI GMP Securities
Richard Piticco CPA, CA, CFA and the Institute’s Director of CA Training Office
Roger Pan Senior Advisor, Commercialization Branch, Ontario Government
Sharon Lovery Hasan CHRP, financial service industry
Shelyane Li CPA, CA, Senior Manager at KPMG LLP
Sonya Gulati Senior Economist, TD Bank Financial Group
Steve Huang Instructor at Super Excel Inc
Steve O’Melia Partner and Certified Specialist in Municipal Law, Miller Thomson LLP
Susan Cox CPA, CA and the Institute’s Director of Professional Development
Susan Han Miller Thomson LLP
Tom Owen Tax Partner, Grant Thornton LLP
Tong Yin CPA, CA, MMPA, VP Corporate Development of RB ENERGY INC. (Formerly
CANADA LITHIUM CORP)
Tracey Weintraub Division Director of Accountemps (Robert Half Canada)
Truman Chen CFA, MFIN and Manager of Valuation & Business Modelling at EY.
Wei Wang Manager of Transaction Support Practice Group at Ernst & Young
Xiaobo Wang Director, Credit Risk Audit, Audit Department, Scotia Bank
Yungang Wu Mine Geologist of Victor Diamond Mine
ANNUAL REPORT 2015 CCPAA 17