Lobbying Information
Subject Matters
- Aboriginal Affairs
- 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
- Finance Canada consultation on tax planning using private corporations.
- Personal Information Protection and Electronics Document Act (PIPEDA) with respect to promoting and developing privacy resources and awareness.
Policies or Program
- Advice, input and feedback to Canada Revenue Agency on underground economic strategies and activities to encourage greater levels of tax compliance.
- Advice, input and feedback to government officials regarding Canada’s overall anti-money laundering and anti-terrorist financing policy and other financial-related crimes.
- CPA’s Climate Change Adaptation Education Project supported by Natural Resources Canada's under the Enhancing Competiveness in a Changing Climate Program which will focus on the development of adaptation tools for CPA members.
- Consultations/recommendations to Canada Revenue Agency with respect to minimizing the administrative burden for businesses, including consultations on the "Serving You Better" initiative to reduce red tape.
- Discussion and input on public policy options with respect to reform of Canada's retirement savings/pensions system
- Discussions with CRA on interpretive issues with respect to the administration of tax legislation to collaborate in resolving uncertainty and ambiguity in tax law to help promote better compliance by taxpayers.
- Discussions with Canada Revenue officials with respect to the Community Volunteer Income Tax Program (CVITP) to collaborate in the preparation of income tax and benefit returns for eligible individuals who have a modest income and a simple tax situation.
- Discussions with Finance Canada on various aspects of the Income Tax Act to provide technical expertise that will ensure that tax-related legislation achieves its intended purpose and does not inadvertently affect taxpayers that it was not supposed to impact.
- Discussions with government officials to build our understanding of their needs in order to help CPA Canada develop resources and education products with the objective of enhancing comptrollership and financial management in the public sector.
- 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.
- Federal government budgets with respect to tax and fiscal policy measures.
- Infrastructure, with respect to governance of the Canada Infrastructure Bank and investments in green infrastructure.
- 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
- Interested in working with the federal government on financial capacity building in indigenous communities through financial literacy and increasing the number of indigenous finance professionals.
- Pan-Canadian Framework on Climate Change and Clean Growth, with respect to the Working Group on Adaptation and Climate Resilience.
- Programs or services to assist in growing and advancing accounting education, professionalization and standard-setting in developing countries.
- Programs related to international education, including recruitment of international students to Canada and delivery of education programs and services to international markets.
- Providing research on economic and social policy topics such as income inequality and the nature of employment.
- Reforms to transfers of ownership of businesses to third parties with equal assessment on intergenerational transfers.
- Representation to the CRA with a focus on enhancing services and tax administration to ensure a well-running tax system for Canada.
- 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/reform, involving discussions with the federal government to undertake a comprehensive review of Canada's tax system to reduce its complexities and inefficiencies.
- The Federal Government should implement a "patent box" to incent Canadian companies to develop and commercialize their innovations in Canada.
- The progress of free trade negotiations and the implementation of free trade agreements as they relate to the provision of professional services and the movement of businesspeople and service providers.
Regulation
- Consultation regarding Canada Business Corporations Act.
- 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
- Representation regarding reforms to legislation/regulation on extending privilege to qualified non legal tax professionals
Communication Techniques
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Written communication
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Oral communication
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Grass-roots communication
Government Institutions
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Bank of Canada
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Business Development Bank of Canada (BDC)
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Canada Revenue Agency (CRA)
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Employment and Social Development Canada (ESDC)
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Environment and Climate Change Canada (ECCC)
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Finance Canada (FIN)
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Financial Consumer Agency of Canada (FCAC)
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Financial Transactions and Reports Analysis Centre of Canada (FINTRAC)
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Global Affairs Canada (GAC)
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House of Commons
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Immigration, Refugees and Citizenship Canada (IRCC)
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Indigenous and Northern Affairs Canada
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Innovation, Science and Economic Development Canada (ISED)
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Justice Canada (JC)
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Natural Resources Canada (NRCan)
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Office of the Auditor General of Canada (OAG)
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Office of the Privacy Commissioner of Canada (OPC)
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Office of the Superintendent of Financial Institutions Canada (OSFI)
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Prime Minister's Office (PMO)
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Privy Council Office (PCO)
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Public Services and Procurement Canada (PSPC)
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Senate of Canada
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Service Canada (ServCan)
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Statistics Canada (StatCan)
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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 210,000 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:
2017-03-31
List of Government Funding
Government Institution
|
Funding Received in Last Financial Year
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Funding Expected in Current Financial Year
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Employment and Social Development Canada (ESDC)
|
$0.00
|
Yes
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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
- Bruce Ball,
Vice President, Taxation |
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
- Gigi Dawe,
Principal, Research, Guidance and Support |
No public offices held
- Francis Fong,
Chief Economist, Strategic Communications, Branding and Public Affairs |
No public offices held
- Nancy Foran,
Vice-President, Inernational |
No public offices held
- Stephenie Fox,
Vice President, Standards |
No public offices held
- Geneviève Grenier,
Senior Principal, Learning, Member Development and Support |
No public offices held
- Gabe Hayos,
Vice President, Taxation |
No public offices held
- Sandy Hilton,
Vice-President, Education |
No public offices held
- Sarah Keyes,
Principal, Sustainability, Research, Guidance and Support |
Public offices held
- Jylan Khalil,
Director, Evaluation |
No public offices held
- Tobin Lambie,
Principal, Media |
No public offices held
- Vivian Leung,
Lead Principal, Taxation, Continuing Education |
No public offices held
- Rosemary McGuire,
Principal, Reporting and Capital Markets, Research, Guidance and Support |
No public offices held
- Stefan Mihailovich,
Principal, Research, Guidance and Support |
No public offices held
- Catherine Parker,
Principal, Government Relations |
Public offices held
- Michael A. Puskaric,
Director, Public Sector Accounting |
No public offices held
- Lou Ragagnin,
Senior Vice-President, Operations |
No 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, Corporate Citizenship |
No public offices held
- Susan Tighe,
Government Relations Communications Specialist |
No public offices held
- Janet Treasure,
Vice President, Member Development and Support |
Public offices held
- Eric Turner,
Director, Auditing and Assurance Standards |
Public offices held
- Davinder Valeri,
Director, Organizational Performance Management, Research, Guidance and Support |
Public offices held
- Rebecca Villmann,
Director, Accounting Standards |
No public offices held
- Heather Whyte,
Vice President, Strategic Communications, Branding & Public Affairs |
No public offices held
- Li Zhang,
Program Manager, Corporate Citizenship |
No public offices held