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Update eNewsletter 
Winter 2005(Current Issue)

1.
2. CMA Canada awards the FCMA designation to eight CMAs in BC in 2004. Read more.
3. CMA Brand Launch. Read more.
4. CMA Student Spotlight: Cameron Copeland, Property Insurance Underwriter at AIG, talks about thinking two steps ahead. Read more.
5. Upcoming CMA Events in the Lower Mainland, in the Okanagan Valley, and on Vancouver Island. Read more.
6. Shannon Thompson joins CMA Canada - British Columbia to help promote CMA at universities, colleges, and high schools. Read more.
7. Bob Gautama joins CMA Canada - British Columbia to market the CMA Executive Program, CMA FastTrack Program, and CMA/EMBA program among BC's employers and workforce. Read more.
8. CMA Notebook. Read more.
9. CMA and Student News. Read more.
10. Our Members in Memoriam. CMA at Tyam Construction Ltd. passes away at 54. Read more.
11. CMA Member Resignations and Terminations. Read more.
12. AAT Member Resignations and Terminations. Read more.
   

Introducing our 245 New CMAs for 2004

Last fall we welcomed 245 new Certified Management Accountants — the largest graduating class in the Society's history in British Columbia.

Five of those new CMAs were graduates of the joint MBA/CMA degree program at Queen's University, a program that CMA Canada introduced in 2000. The remaining 240 new certified members graduated from the CMA Strategic Leadership Program last June.

Production Manager Grant Parker of Schneider Foods in Surrey earned the highest individual grade out of the 2004 graduates from the CMA Strategic Leadership Program and, as a result, was selected as the class valedictorian.

"Instilling agility, vision, and leadership: that's what CMA is all about," Grant told an audience of over 1,000 people during his valedictory speech at Vancouver's Hyatt Regency Hotel on October 16th, 2004.

"When we are venturing along our chosen paths, let this mantra be our guiding light. We now collectively become a living component of the CMA brand, and we must all contribute to the success of the CMA brand through our individual actions, shared values, and high ethical standards."

President and Chief Executive Officer Steve Vieweg of CMA Canada was the guest speaker for the 2004 Convocation Ceremonies. First Vice President Fred Zdan of CMA Canada - British Columbia's Board of Directors returned to the role of master of ceremonies again this year.

Platform guests included President Karen Botham (Chu), CMA, CMA Canada - British Columbia; Chair David Hastings of the Board of Directors at CMA Canada; President and Chief Executive Officer Steve Vieweg of CMA Canada; Chief Executive Officer Colin Bennett of CMA Canada - British Columbia; and Chair Robert A. Strachan of the Management Accounting Institute Board at CMA Canada - British Columbia. Strachan is also the Immediate Past President of the Certified Management Accountants of British Columbia.

To celebrate the achievements of the new CMA graduates and raise the profile of individual new graduates in their communities, CMA Canada - British Columbia implemented a public relations plan that included advertising, mementos from 2004 Convocation Ceremonies, publicity efforts, and coverage in this issue of Update.

The advertising entailed 29 closed captioned announcements that ran on BC Global Television from Sunday, October 10th to Friday, October 15th as well as a two-page spread that appeared in the October 16th issue of the Vancouver Sun, this year's media sponsor of the 2004 Convocation Ceremonies.

This paid advertisement in the Vancouver Sun listed the names of all the 2004 graduates who wanted their names included in this initiative. CMA Canada - British Columbia provided a number of items as special mementoes of the 2004 Convocation Ceremonies, including program guides, copies of the Vancouver Sun advertisement, and opportunities to order photographs and videos from CMA's photographer and videographer.

At various community and daily newspapers across BC, the Society also issued news releases to reporters and business editors who have published news in the past about their community residents. These publicity efforts have produced over 37 confirmed, unpaid announcements to date.
Members who'd like additional information about ordering photographs or videos from the 2004 Convocation Ceremonies should call Sandra Record at 1.800.663.9646 extension 7006 or 604.484.7006 or email her at sandra@cmabc.com. If you're interested in obtaining a glossy reprint of the Vancouver Sun grad advertisement that's suitable for framing, you or your family can do so by contacting Infoline, a division of the Pacific Newspaper Group Library at the Sun and Province, at 604.605.2607 or at infoline@png.canwest.com. Read more detailed information about their Infoline Services.


CMA Canada awards the FCMA designation to eight CMAs in BC in 2004

Eight CMAs are BC's Fellows of the Society of Management Accountants (FCMAs). The FCMA Due Diligence Committee at CMA Canada received a total of 60 nominations from the provincial FCMA selection committees last June and approved all 60 last September in Mississauga.

Congratulations to BC's newest FCMAs:

º

Jerome R. Berkson; President; jr Berkson & Associates Inc. Certified Management Accountants in Vancouver
º Maureen Fizzell; Associate Dean, Faculty of Business Administration; Simon Fraser University in Burnaby

º

Richard A. Lightheart; Director of Operations; Certified Management Accountants of British Columbia in Vancouver
º Laurence E. Metz, Interim Director General - Corporate Finance, Canada Border Services Agency in Vancouver

º

Robert C. Nichols; Faculty; British Columbia Institute of Technology and Capilano College
º Vincent Poon, Principal, Poon & Associates in Richmond

º

Robert A. Strachan, Manager, Accounting Services, Capital Regional District in Victoria
º Joseph Yau Yin Kwun, Managing Partner, CK Yau & Company Certified Public Accountants practising in Hong Kong

Since the first national honorary designation was awarded in 1978, the FCMA designation has represented excellence in management accounting, commitment to CMA Canada and its provincial partners, and a civic mindedness that brings community respect to CMA and the profession.

We hosted the 7th Annual FCMA Luncheon at Vancouver's Hyatt Regency Hotel on Saturday, October 16th. During the 2004 Convocation Ceremonies later that day, David Hastings from CMA Canada presented Berkson, Fizzell, Lightheart, Metz, Nichols, Poon, Strachan, and Yau with their FCMA certificates and pins.

To celebrate the achievements of the new FCMAs and raise their profile in the business community, we implemented a public relations plan that included advertising, publicity efforts, and coverage in CMA member publications.

The advertising included a double-page, group advertisement that ran in the December 2004 issue of BC Business Magazine as well as ads about individual FCMAs that appeared in community newspapers such as Victoria Times Colonist, South China Morning Post, North Shore News, Burnaby NOW, Vancouver Courier, Richmond News, and the Abbotsford Times. We also issued news releases to business publications; these efforts resulted in free announcements about the new FCMAs being published in the Vancouver Sun, the Business Examiner, Business in Vancouver, and the Bottom Line.

With the December 2004/January 2005 issue of Management Magazine, CMA Canada included a leaflet identifying all 60 new FCMAs across Canada. The leaflet is also posted as a PDF on CMA Canada's website under "About CMA".


CMA Brand Launch

Launched in September 2004, CMA's new brand advertising campaign began telling the CMA story in a new compelling and memorable way. The campaign highlights the depth and breadth of the skills that you as a CMA possess, your approach to business, and your ability to see the big picture. It also showcases how CMAs add value to every aspect of an organization.

This national campaign in television, print, and collateral materials such as brochures and trade show banners.

Our TV commercial is appearing on Canada's top specialty networks, including CBC Newsworld (The National, Fifth Estate, Passionate Eye and Mansbridge), The Weather Network, TSN (Formula 1, PGA: Bell Canada Open, Ryder Cup and Sportscentre), Bravo! Canada, History Television and HGTV as well as on Air Canada domestic flights. Our print advertisements are appearing in Canada's top business publications, including Maclean's, Time, ROB Magazine, National Post, Canadian Business, and BC Business Magazine. Read more.


Thinking Two Steps Ahead

A property insurance underwriter at American International Group (AIG), Cameron Copeland — in the CMA student Spotlight for this issue — talks about how he has taken charge of his career, regained his passion, and the challenges he's tackling head on. Read more.


Upcoming CMA Events in the Lower Mainland, in the Okanagan Valley, and on Vancouver Island

Volunteer some of your time at an upcoming CMA hosted or sponsored event scheduled near your community. You'll increase your professional profile, showcase your skills and expertise, and make valuable business contacts. Read More.


Shannon Thompson joins CMA Canada - British Columbia to help promote CMA at universities, colleges, and high schools.

We're pleased to announce the appointment of Shannon Thompson to the job of Marketing Coordinator. An English Literature graduate from Trent University, Shannon is now attending BCIT part-time to complete her certificate in public relations. She's also earning credits towards her Marketing Management (Marketing Communications) Certificate. When she's not in the office at CMA, Shannon can be found around the Lower Mainland at various career fairs or on campus working with students and faculty to increase awareness of the CMA designation and programs.

CMAs or candidates taking the CMA Strategic Leadership Program who are interested in getting involved in CMA events in their community should call Shannon at 604.484.7023 or 1.800.663.9646 extension 7023 or email her at shannon@cmabc.com. She looks forward to hearing from you.


Bob Gautama joins CMA Canada - British Columbia to market the CMA Executive Program, CMA FastTrack Program, and CMA/EMBA program at SFU Business among BC's employers and workforce

We're pleased to announce the appointment of Bob Gautama to the role of Manager of Market Development for British Columbia. With over 14 years of experience, Bob has focused his professional career on financial and operational management in a range of industries - including travel & tourism; alcoholic beverages; and securities, mutual funds, and commodity futures trading.

He has a Bachelor of Arts in Economics from Simon Fraser University, a post diploma in Business Administration from BCIT, and will earn his CMA designation after graduating from the CMA Executive Program in 2006.

In his role as Manager of Marketing Development, Bob markets the CMA Executive Program, the CMA FastTrack Program, and the CMA/EMBA program at SFU Business among BC's employers and workforce. At various companies across the province, he often meets with department managers and HR personnel to promote CMA programs and to help companies with their staff development and recruitment planning. This service helps generate awareness of CMA in the workplace and companies attract and keep CMA talent.

To meet with Bob in person or to arrange an information session at your workplace about these CMA programs, you can reach Bob Gautama at 604.484.7021 or at 1.800.663.9646 extension 7021 or at bgautama@cmabc.com


CMA Notebook

2005 Accounting & Finance Salary Guide from RobertHalf now Available
These guides are available for free from RobertHalf. To arrange delivery of your free guide, call 1.800.474.4253 or order online.

3rd Annual Pacific Canada & North Coast Offshore Oil & Gas Development Conference
February 23rd-24th, Four Seasons Hotel, Vancouver
Why is British Columbia the only Canadian province to have a blanket provincial moratorium on offshore oil and gas? This two-day forum intends to address this question as well as provide details about jurisdictional issues and potential environmental risks and mitigation measures associated with offshore oil and gas development. Speakers include executives from Pacific Offshore Energy Association, AXYS Environmental Consulting Ltd., Natural Resources Canada, Devon Canada Corporation, Shell Canada Limited, Department of Justice Canada, David Suzuki Foundation, among others. For cost and registration information, call 1.888.777.1707 or Read more.

Emerging Trends & Issues in Federal & BC Provincial Employment Law
February 28th to March 1st, Four Seasons Hotel, Vancouver
How will the new federal whistleblower legislation affect BC companies? What are the upcoming changes to the Employment Standards Act and what does that mean to BC business? This two-day workshop will answer these questions and more. Get guidelines about how to design, implement and enforce effective employment policies at your workplace. Speakers include executives from Harris & Company, the Information & Privacy Commissioner of BC, among others. For cost and registration information, call 1.888.777.1707 or Read more.

BC Mining Forum
April 14th-15th, Four Seasons Hotel, Vancouver
This two-day conference may help you ensure that your company develops the most effective business strategy that incorporates the latest legal, financial and regulatory requirements to compete in today's market. Speakers include executives from the BC Ministry of Energy and Mines, Securicom Risk Management; Fraser, Milner Casgrain LLP; Haywood Securities Inc, Canadian Zinc Corp, Luna Gold Corp, among others. For cost and registration information, call 1.888.777.1707 or Read more.

8th Annual Asset Securitization Forum
June 5th - 8th, Fairmont Chateau Whistler Hotel, Whistler
Find out about the latest trends, challenges, and structures in this growing market. For more information about this four-day conference, call 1.888.777.1707.


CMA and Student News

Certified Management Accountant Larry Ronsko is the new Corporate Controller at Agro Dynamics Inc in Coppell, Texas. Ronsko, who was the Factory Controller at Roxul (West) Inc. in Grand Forks, moved from British Columbia to Texas in December. Roxul (West) Inc and Agro Dynamics Inc are company members of Rockwool International, the world's leader in stone wool solutions.

CMA Rick Thorpe, the Minister of Provincial Revenue in British Columbia, announced in January that he has partnered with a number of small business organizations in the province to create the Taxpayer Fairness and Service Code. The code serves to set an example for considering customers' rights to courtesy, respect, and confidentiality in their dealings with the BC Ministry of Finance.

Six CMAs from BC have been awarded with Life Membership at CMA Canada - British Columbia. Those CMAs include Gordon Farrell, James Pammenter, Vincent Poon, Bayne Boyes, Robert F. Stuart, and Paul Williams. Life Membership is a special acknowledgement that is granted to certified members in BC who have been CMAs for 20 or more years and have contributed significantly to the profession of management accounting and the overall success of CMA Canada at any level.

Congratulations to David Oberg, who earned the highest combined mark from British Columbia on the October 2004 CMA National Entrance Exam. He scored 91% on Part 1 of the National Exam, which includes over 150 multiple choice questions on 18 syllabus topics. On Part 2, which is comprised of a single strategic case question, David achieved 93%, giving him a combined score of 92%. Eighty-eight CMA students from BC wrote the National Exam for the first time last October. David is an Accountant at Weyerhaeuser and has a Bachelor of Commerce. Cameron Copeland, who wrote the National Exam for the first time in June 2004, earned the highest combined grade from British Columbia on that exam writing. Cameron is in this issue's CMA Student Spotlight. Read more.

Three members who earned their CMA designations last year won individual awards from CMA Canada - British Columbia in recognition for excellence in strategic, leadership, and communication abilities. Nora Perry, the Controller at Kenyon Company in Penticton, received the $1,000 CMA Gold Medal sponsored by Robert Half. Lynn Wise, who is the Division Controller at Triathlon Mapping Group in Richmond, received the $750 CMA Silver Medal sponsored by Borden Ladner Gervais LLP. Lori Smith, a Plant Accountant at Weldwood of Canada in Williams Lake, received the $500 CMA Bronze Medal sponsored by Dulay Burke. Out of the graduating class of 245 new CMAs last year, these women earned the highest combined scores on the CMA National Entrance Exam and in the CMA Strategic Leadership Program.

On September 17, 2004, Wayne Keith Hansen was expelled from the Certified Management Accountants Society of British Columbia. His expulsion was ordered by the Society's Board of Directors following notification of his conviction under section 382 of the Criminal Code of Canada in the Supreme Court of British Columbia. Read about the Rules of Professional Conduct that are applicable to all CMAs.

Eight CMAs have recently transferred their membership to CMA Canada - British Columbia. Originally from Alberta, Kathy Dickie now calls Nelson home. Also from Alberta, Diane Shortridge is residing in Maple Ridge. Two CMAs from Saskatchewan have moved to the West Coast: Diane Peters, who chose to settle in Kamloops, and Paul Meginbir, who after a 33-year career as a CMA, has retired in Victoria. In Hong Kong, George Tak-Yan Lau and Georgina Lam have both recently transferred their memberships from Ontario to British Columbia. Teresa Ko joins us from Ontario as a Senior Auditor in Business Risk Services at Ernst & Young LLP in Vancouver.

Russell Stocks has become the youngest President of the Nelson and District Chamber of Commerce in over decade, according to a news story that ran in Nelson Daily News last December. Thirty-one-year-old Russell earned his CMA designation in 2004 from CMA Canada - British Columbia and works as a controller at Nelson Ford. "Stocks has excellent people skills, solid management ability, and an excellent vision for the Chamber, "Chamber Executive Director Roy Heuckendorff told the Nelson Daily News.

Three graduates of degree programs accredited by CMA Canada, in recognition for their academic achievements on the CMA National Entrance Exam in 2004, have each been awarded with a $3,000 CMA Scholarship to apply towards the cost of their first year studies in the CMA Strategic Leadership Program. Sarah Groff, a recent graduate of Okanagan University College (OUC) with a Bachelor of Business Administration, is a Staff Accountant at Pope & Talbot Ltd in Midway. Sarah earned the third highest combined grade out of all the first time writers from BC on the CMA National Entrance Exam in October 2004. Both recent graduates of the University of British Columbia (UBC) with a Bachelor of Commerce, Dilreet Hans is an Hourly Manager at Panago Inc. in Abbotsford, and Will Chia-Wei Hsu is a Junior Accountant at Hi-To Fisheries Ltd in Vancouver. In addition to the programs at OUC and UBC, the Bachelor of Business Administration program at Simon Fraser University is also accredited by CMA Canada.

Rose Swain, a candidate in the CMA Strategic Leadership Program, has been promoted to Branch Manager at the Business Development Bank of Canada in Langley.

A Certified Management Accountant from Victoria graduated with a Masters in Business Administration from Royal Roads University in 2004. Kris Dartnell, a management consultant with the SALASAN Operating Division of GeoSpatial International, received a Governor General's Gold Medal in recognition for the most outstanding thesis or graduate project of the 2004 convocating masters programs at Royal Roads. For her graduate project, Kris lived in Nigeria for a year while she developed a handbook and trained workers in non-governmental organizations in that country. In December Kris told InRoads, a newsletter from Royal Roads University, that her goal while in Nigeria was to "create financial transparency in organizations faced with a culture of corruption and poverty." Last year Royal Roads University also presented Kris with a Founders' Award for exemplifying strength in the areas of leadership, sustainability, and personal development. Kris is now working in Asia on an assignment for SALASAN.

Two staff members of CMA Canada - British Columbia have earned their CMA designation. Congratulations to Colin Chan and Blaine Manning who graduated from the CMA Strategic Leadership Program last June and joined 243 other new CMAs at the 2004 Convocation Ceremonies last October. Colin works as an accountant in our department of operations, and Blaine works as the CMA Market Representative for the Okanagan and Interior BC in our department of marketing & communications.

Five CMAs have been awarded with the fourth annual CMA Strategic Leadership Program Award of Excellence. Those CMAs are Controller Danielle Atkins at Connect Logistics in Vancouver, Controller Amy Bailey at Westcoast Management in Nelson, Corporate Secretary/Payroll Manager Catherine Boulet at Seaboard Shipping Company Ltd North Vancouver, Jackie Collier at Moduline Industries (Canada) Ltd in Penticton, and Accountant Robert Forsyth of Treasury Services at the City of Richmond. In addition to the medal, each of these CMAs received $200 from the award sponsor, Moxon Personnel Ltd. This team award acknowledges outstanding strategic, leadership and communication capabilities as developed in the CMA Strategic Leadership Program. Read more.

Received an award? Recently graduated with an advanced degree or another professional designation? Accepted a new career opportunity? Been promoted or transferred to another province or country? Accepted a volunteer role in your community? Share your news with the rest of the CMA community in British Columbia, Yukon, and Hong Kong. Email your submission to "CMA and Student News" to kim@cmabc.com


Our Members in Memoriam

We extend our sympathies to the families and friends of the following members:

Patrick Hamill, MBA, CGA, CMA (1964). Until the early 1970s, Patrick worked in a number of senior forestry management positions with companies such as Macmillan Bloedel and Bulkley Valley. He accepted the postion of President at Taiga Wood Forest Products in 1973 and retired in 2002. After his retirement, Patrick remained very active in the community, serving as a Director for the Burnaby Board of Trade and other business organizations. He was 73 years old.

Albert Schroeder, CMA (1977), Surrey. Albert moved to British Columbia in 1999 from Alberta and later accepted senior management roles at Eaglewest Truck & Crane, Tonko Development Corp, and Leisura Developments Canada. His final professional contribution was as Controller at Tyam Construction Ltd in Langley. He was 54 years old.

If you'd like to send a note of condolence to Albert's family, contact Rick Lightheart at 604.484.7004 or email him at rlightheart@cmabc.com


CMA Member Resignations & Terminations

In accordance with Bylaw 3.09, the following members have resigned from certified membership:

Terry Chapman, North Vancouver
Betty Wei, Vancouver
Walter Wong, Burnaby

In accordance with Bylaw 2.21(c), the following members have been terminated from certified membership and may no longer use the CMA designation:

James Barratt, Kamloops
Reine Chu, Vancouver
Peggy Dickson, Victoria
Wayne Hansen, Vancouver
Kelsey Krebs, Salmon Arm
David Manchester, North Vancouver
Chuck Moorhead, Kamloops
Anthony Wong, Richmond

AAT Member Resignations & Terminations

In accordance with Bylaw 3.09, the following members have resigned from Technologist Membership:

Sukhjinder Karbar, Surrey
Nellie van Drunen, Mara

In accordance with Bylaw 2.21(c), the following members have been terminated from Technologist Membership and may no longer use the AAT designation:

Jagpleet Bhamrah, Surrey
Cindy Cameron, Port Coquitlam
Terrence Fleet, Castlegar
Patricia Ilbach, Prince George
Susan Kleinsasser, Mission
Pius Lau, Richmond
Thomas Machmer, Mission
Michael McLea, Langley
Chiu-wah Ng, Hong Kong
Nick Spina, Burnaby