Registration - In-house Organization

Chartered Professional Accountants of Canada (CPA Canada) / Comptables professionnels agréés du Canada (CPA Canada) / Pamela Steer, President and Chief Executive Officer

Registration Information

In-house Organization name: Chartered Professional Accountants of Canada (CPA Canada) / Comptables professionnels agréés du Canada (CPA Canada)
Previous in-house organization names
Responsible Officer Name: Pamela Steer, President and Chief Executive Officer
Responsible Officer Change History
Initial registration start date: 2006-08-22
Registration status: Active
Registration Number: 951843-13682

Associated Communications

Total Number of Communication Reports: 934

Monthly communication reports in the last 6 months: 11

Version 49 of 158 (2016-08-12 to 2016-10-14)

Registration versions:

Version 49 of 158 (2016-08-12 to 2016-10-14)

Lobbying Information

Subject Matters

Consumer Issues
Education
Environment
Financial Institutions
Immigration
Industry
Internal Trade
International Trade
Labour
Privacy and Access to Information
Small Business
Taxation and Finance

Subject Matter Details

Legislative Proposal, Bill or Resolution

Federal government budget with respect to government spending control
Federal government budget with respect to tax and debt reduction.
Personal Information Protection and Electronics Document Act (PIPEDA) with respect to promoting and developing privacy resources and awareness.
Reforms to liability provisions through proposed amendments to the Bank Act
Reforms to liability provisions through proposed amendments to the Cooperative Credit Associations Act,
Reforms to liability provisions through proposed amendments to the Insurance Companies Act
Reforms to liability provisions through proposed amendments to the Trust and Loan Companies Act
Reforms to transfers of ownership of businesses to third parties with equal assessment on intergenerational transfers.
Representation regarding reforms to legislation/regulation on extending privilege to qualified non legal tax professionals
Revisions to Income Tax Act in respect of Capital Cost Allowance (CCA)

Policies or Program

Climate Change Adaptation Education Project. NRCAN
Discussion and input on public policy options with respect to reform of Canada's retirement savings/pensions system
Dual-designation certification program (CMA/CPFA) for public servants. CPFA is a British-based designation that is now offered with CMA to all levels of government in Canada. CMA is a Certified Management Accountant and CPFA is a Certified Public Finance Accountant.
Government management practices and comptrollership. Education of public sector for comptrollers to work in government financial positions. Promoting excellence in comptrollership in the public sector
Interested in working with federal government on national/international programs with regard to professional foreign credential recognition.
Interested in working with federal government on programs with regard to financial literacy
Monitoring and making representation on Canada Revenue Agency administrative practices related to third party liability provision enforcement.
Red Tape Reduction. Submissions/recommendations to Federal Government Departments.
Representation to the Canada Revenue Agency regarding Canada Revenue Agency policy on "Acquiring Information from Taxpayers, Registrants, and Third Parties" with respect to access to auditors/accountants working papers.
Standard Business Reporting - The Federal Government should explore opportunities to adopt Standardized Business Reporting that involves coding data in standard format, normally XBRL (eXtensible Business Reporting Language) to reduce red tape and taxpayer compliance costs and enhance data collection.
Tax simplification. the Federal Government should undertake a comprehensive review of Canada's tax system to reduce it's complexities and inefficiencies.
The Federal Government should implement a "patent box" to incent Canadian companies to develop and commercialize their innovations in Canada.

Regulation

Consultation re Canada Business Corporations Act.
Input and/or proposed amendments to the Greenhouse Gas Regulatory framework in respect of verification and reporting
National securities regulation as it affects Canada's capital markets
Recommendations for improvements to regulations affecting the operation of Canada's capital markets and reporting, disclosure and verification of information used by these markets

Communication Techniques

Written communication
Oral communication

Government Institutions

Bank of Canada
Canada Revenue Agency (CRA)
Employment and Social Development Canada (ESDC)
Environment and Climate Change Canada (ECCC)
Finance Canada (FIN)
Financial Consumer Agency of Canada (FCAC)
Financial Transactions and Reports Analysis Centre of Canada (FINTRAC)
Global Affairs Canada (GAC)
House of Commons
Immigration, Refugees and Citizenship Canada (IRCC)
Innovation, Science and Economic Development Canada (ISED)
Justice Canada (JC)
Natural Resources Canada (NRCan)
Office of the Auditor General of Canada (OAG)
Office of the Privacy Commissioner of Canada (OPC)
Prime Minister's Office (PMO)
Privy Council Office (PCO)
Public Services and Procurement Canada (PSPC)
Senate of Canada
Statistics Canada (StatCan)
Treasury Board Of Canada Secretariat (TBS)

In-house Organization Details

Description of the organization's activities

The new Canadian designation, Chartered Professional Accountant (CPA), is now used by Canada’s accounting profession across the country. The profession’s national body, Chartered Professional Accountants of Canada (CPA Canada), is one of the largest in the world with more than 200,000 members, both at home and abroad. The Canadian CPA was created with the unification of three legacy accounting designations (CA, CGA and CMA). CPAs are valued for their financial and tax expertise, strategic thinking, business insight, management skills and leadership. CPA Canada conducts research into current and emerging business issues and supports the setting of accounting, auditing and assurance standards for business, not-for-profit organizations and government. CPA Canada also issues guidance and thought leadership on a variety of technical matters, publishes professional literature and develops education and professional certification programs. www.cpacanada.ca

Responsible officer name and position during the period of this registration

Joy Thomas, President and Chief Executive Officer

Organization's membership or classes of membership

Currently, accounting bodies representing 85 per cent of Canada’s professional accountants are committed to unification or have already merged under the CPA banner.

Government funding

End date of the last completed financial year: 2016-03-31

List of Government Funding
Government Institution	Funding Received in Last Financial Year	Funding Expected in Current Financial Year
Natural Resources Canada (NRCan)	$0.00	Yes

In-house Organization Contact Information

Address:
277 Wellington St. W
Toronto, ON M5V 3H2
Canada

Telephone number: 905-949-3100
Fax number: 905-949-0888

Lobbyists Details

Employees who lobby for the organization

Sarah Anson-Cartwright, Director, Public Affairs | No public offices held
Tashia Batstone, Senior Vice President, External Relations and Business Development | No public offices held
Gord Beal, Vice-President, Research, Guidance and Support | No public offices held
Nicholas Cheung, Vice President, Member Services | No public offices held
Frank Colantonio, Director, Professional Learning & Development, Continuing Education | No public offices held
Stephenie Fox, Vice President, Standards | No public offices held
Gabe Hayos, Vice President, Taxation | No public offices held
Jylan Khalil, Director, Evaluation | No public offices held
Tobin Lambie, Principal, Media | No public offices held
Catherine Parker, Principal, Government Relations | Public offices held
James Richardson, Manager, Government Relations | No public offices held
Bernie Sutton, Manager, National Awards Program, Strategic Communications, Branding and Public Affairs | No public offices held
Joy Thomas, President and Chief Executive Officer | No public offices held
Doretta Thompson, Director, International Credential Recognition Programs | No public offices held
Susan Tighe, Government Relations Communications Specialist | No public offices held
Heather Whyte, Vice President, Strategic Communications, Branding & Public Affairs | No public offices held
Cairine Wilson, Vice President, Corporate Citizenship | No public offices held
Li Zhang, Program Manager, Corporate Citizenship | No public offices held

Chartered Professional Accountants of Canada (CPA Canada)/Comptables professionnels agréés du Canada (CPA Canada)

The following names have been used on or after July 2, 2008

The following names have been used on or after July 2, 2008
Name	From	To
Chartered Professional Accountants of Canada (CPA Canada)/Comptables professionnels agréés du Canada (CPA Canada)	2013-04-01	current
The Canadian Institute of Chartered Accountants/L’Institut Canadien des Comptables Agréés	2008-08-22	2013-04-01

The following names have been used before July 2, 2008

The Canadian Institute of Chartered Accountants/L’Institut Canadien des Comptables Agréés

Chartered Professional Accountants of Canada (CPA Canada) / Comptables professionnels agréés du Canada (CPA Canada)

Responsible Officer History
Responsible Officer Name	From (YYYY-MM-DD)	To (YYYY-MM-DD)
Pamela Steer	2022-04-19	Current
Richard Olfert	2022-04-01	2022-04-19
Charles-Antoine St-Jean	2020-07-20	2022-04-01
Joy Thomas	2016-04-01	2020-07-20
Kevin Dancey	2006-08-22	2016-04-01

List of Public Offices Held
Position	Period Held	Last Date Designated Public Office Held
Senior Policy Analyst Transport Canada, Security and Emergency Preparedness	January 2007 to April 2007	Not a designated office
Policy Advisor Finance Canada, Office of the Minister	December 2003 to January 2006	Not a designated office
Caucus Liaison Public Works and Government Services, Office of the Minister	October 2002 to December 2003	Not a designated office
Executive Assistant House of Commons, Office of the MP for Chatham-Kent-Essex	September 1997 to October 2002	Not a designated office
Legislative Assistant House of Commons, Office of the MP for Burin-St.George's	January 1991 to June 1997	Not a designated office
Special Assistant Senate of Canada, Office of the Late Hon. Paul Lucier	1988 to 1989	Not a designated office

Date Modified:: 2025-03-12

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Registration - In-house Organization

Chartered Professional Accountants of Canada (CPA Canada) / Comptables professionnels agréés du Canada (CPA Canada) / Pamela Steer, President and Chief Executive Officer

Registration Information

Associated Communications

Version 49 of 158 (2016-08-12 to 2016-10-14)

Version 49 of 158 (2016-08-12 to 2016-10-14)

Subject Matters

Subject Matter Details

Legislative Proposal, Bill or Resolution

Policies or Program

Regulation

Communication Techniques

Government Institutions

Description of the organization's activities

Responsible officer name and position during the period of this registration

Organization's membership or classes of membership

Government funding

In-house Organization Contact Information

Employees who lobby for the organization