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: 13

Version 94 of 157 (2020-01-16 to 2020-02-14)

Registration versions:

Version 94 of 157 (2020-01-16 to 2020-02-14)

Lobbying Information

Subject Matters

Aboriginal Affairs
Budget
Climate
Consumer Issues
Economic Development
Education
Employment and Training
Environment
Financial Institutions
Housing
Immigration
Industry
Infrastructure
Internal Trade
International Development
International Trade
Labour
Privacy and Access to Information
Research and Development
Small Business
Taxation and Finance

Subject Matter Details

Grant, Contribution or Other Financial Benefit

Funding approved from the Foreign Credential Recognition Program for supporting and expediting the entry of Internationally Trained Accountants (ITAs) into the Canadian job market by providing a mid-tier level Advanced Certificate in Accounting and Finance (ACAF) that recognizes their international education and experience, is valued by Canadian employers, and provides a bridge to the Canadian CPA designation; and supporting and increasing the number of Aboriginal finance professionals with the Aboriginal Financial Officers Association of Canada’s (AFOA Canada) Certificate in Aboriginal Financial Management (CAFM) in successfully obtaining the Advanced Certificate in Accounting and Finance (ACAF).
Funding from Global Affairs Canada through the Canada Fund for Local Initiatives approved to develop initiatives in partnership with Ordem dos Contabilistas e Auditores de Moçambique (OCAM) targeting students through education and training to strengthen financial literacy in Mozambique.
Funding provided by the Business Development Bank of Canada (BDC) to CPA Canada to develop materials and provide other resources in support of the BDC’s WE Talk Business Boot Camp sessions.
Receiving funding from Natural Resources Canada for two contracts focused on developing climate change adaptation training programs for Chartered Professional Accountants (CPAs), Executives and Boards of Directors; and on enhancing public and private sector climate-related disclosures.
Seeking funding from other federal government institutions for planned CPA Canada initiatives, publications and events including, but not limited to, The ONE National Conference, the Oil and Gas Conference, Conference for Audit Committees, Mastering Money Conference and International Trade Webinars.
Sponsorship provided by the Business Development Bank of Canada (BDC) to CPA Canada for planned initiatives related to financial literacy, including CPA Canada’s Financial Literacy’s SME/Entrepreneur sessions, CPA Canada’s National Conference on Financial Literacy, Your Money Matters E-Newsletter, and Northern Program. Also seeking further opportunities to collaborate with BDC on other financial literacy initiatives.
Sponsorship provided by the Financial Consumer Agency of Canada (FCAC) to CPA Canada for the 2019 Financial Literacy Conference “Mastering Money”. Also seeking further opportunities to collaborate with FCAC on other financial literacy initiatives and events.

Legislative Proposal, Bill or Resolution

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 strategies and activities to combat the underground economy, tax evasion and aggressive tax avoidance to improve tax compliance and enhance the integrity of the tax system.
Advice, input and feedback to government on policies and regulations related to digital technologies and the collection, storage, use and ownership of data.
Advice, input and feedback to government with respect to amending the Canada Business Corporations Act to include beneficial ownership reporting requirements.
Advice, input and feedback to the Standards Council of Canada; Innovation, Science and Economic Development Canada; and the government regarding standards, codes and regulations to ensure the integrity of data.
CPA Canada’s involvement with the Plenary, associated Working Groups and other Committees for Canada’s National Climate Change Adaptation Platform through Natural Resources Canada.
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 with government officials about the agenda of upcoming G7 or G20 meetings.
Consultations/recommendations to Canada Revenue Agency with respect to minimizing the administrative burden for businesses and taxpayers, including consultations on the "Serving You Better" initiative to reduce red tape.
Discussion with government officials on CPA Canada’s Foresight project aimed at reimagining the future of the accounting profession.
Discussions with CRA on interpretative 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 Agency with respect to education/training for taxpayers/tax practitioners.
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 government officials on research and policies to improve gender equality and women’s economic outcomes.
Discussions with government officials on the multilateral approach to international taxation in the digitalized economy.
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.
Discussions with the federal government about climate related financial disclosures for the purpose of enhancing climate related risk disclosure in both public sector and private sector financial reporting.
Discussions with the federal government on various aspects of the Canadian housing finance system and the housing market more generally.
Discussions with the federal government on various aspects of the Excise Tax Act to provide technical expertise that will ensure that tax-related legislation achieves its intended purpose.
Discussions with the federal government 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 the federal government regarding the rules of conduct pertaining to Chartered Professional Accountants working for the CRA to ensure standards involving professionalism, integrity and ethics are met.
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.
Policy advice regarding incenting business innovation and growing businesses to compete globally.
Policy advice regarding measures to support climate change adaption and resiliency in both the public and private sectors.
Policy advice regarding skills training and programs to address future labour market needs.
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.
Programs related to the labour market for increased participation and inclusion.
Providing advice to government regarding the regulatory framework and reporting processes of pricing carbon emissions and other environmental externalities.
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.
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

Advice, input and feedback to government officials regarding Canada’s overall anti-money laundering and anti-terrorist financing regime and other financial-related crimes.
National securities regulation as it affects Canada's capital markets
Proceeds of Crime (Money Laundering) and Terrorist Financing Regulations.
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
Grass-roots communication

Government Institutions

Bank of Canada
Business Development Bank of Canada (BDC)
Canada Revenue Agency (CRA)
Canada School of Public Service (CSPS)
Canadian Food Inspection Agency (CFIA)
Canadian Nuclear Safety Commission (CNSC)
Canadian Radio-television and Telecommunications Commission (CRTC)
Crown-Indigenous Relations and Northern Affairs Canada (CIRNAC)
Employment and Social Development Canada (ESDC)
Environment and Climate Change Canada (ECCC)
Export Development Canada (EDC)
Finance Canada (FIN)
Financial Consumer Agency of Canada (FCAC)
Financial Transactions and Reports Analysis Centre of Canada (FINTRAC)
Global Affairs Canada (GAC)
Health Canada (HC)
House of Commons
Immigration, Refugees and Citizenship Canada (IRCC)
Indigenous Services Canada (ISC)
Infrastructure Canada (INFC)
Innovation, Science and Economic Development Canada (ISED)
Justice Canada (JC)
National Defence (DND)
National Research Council (NRC)
Natural Resources Canada (NRCan)
Office of the Auditor General of Canada (OAG)
Office of the Privacy Commissioner of Canada (OPC)
Office of the Superintendent of Financial Institutions Canada (OSFI)
Patented Medicine Prices Review Board (PMPRB)
Prime Minister's Office (PMO)
Privy Council Office (PCO)
Public Safety Canada (PS)
Public Services and Procurement Canada (PSPC)
Royal Canadian Mounted Police (RCMP)
Senate of Canada
Service Canada (ServCan)
Standards Council of Canada (SCC)
Statistics Canada (StatCan)
Transport Canada (TC)
Treasury Board Of Canada Secretariat (TBS)

In-house Organization Details

Description of the organization's activities

Chartered Professional Accountants of Canada (CPA Canada) represents the Canadian accounting profession, both nationally and internationally. Operating in the highly complex and global accounting ecosystem, CPA Canada is a convener, facilitator, contributor and disseminator of information that advances the profession. The organization works closely with the provincial, territorial and Bermudan CPA bodies to champion best practices that benefit business and society. With more than 217,000 members, CPA Canada is one of the largest national accounting bodies in the world. The organization supports the setting of accounting, auditing and assurance standards, advocates for economic and social development in the public interest, and develops leading-edge thought leadership, research, guidance and educational programs. 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

Accounting bodies representing 100 per cent of Canada’s professional accountants are committed to unification and have merged under the CPA banner.

Government funding

End date of the last completed financial year: 2019-03-31

List of Government Funding
Government Institution	Funding Received in Last Financial Year	Funding Expected in Current Financial Year
Business Development Bank of Canada (BDC)	$40,816.13	Yes
Employment and Social Development Canada (ESDC)	$593,504.00	Yes
Export Development Canada (EDC)	$16,145.00	Yes
Financial Consumer Agency of Canada (FCAC)	$11,300.00	Yes
Global Affairs Canada (GAC)	$0.00	Yes
Natural Resources Canada (NRCan)	$52,109.74	Yes

In-house Organization Contact Information

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

Telephone number: 416-977-3222
Fax number: 416-977-8585

Lobbyists Details

Employees who lobby for the organization

Sandra Anselmo, Principal, Member Development and Support | No public offices held
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
Fabio Bonanno, Principal, Taxation | No public offices held
Gigi Dawe, Director, Research, Guidance and Support | No public offices held
Francis Fong, Chief Economist, Marketing, Communications and Public Affairs | No public offices held
Nancy Foran, Vice-President, International | No public offices held
Stephenie Fox, Vice President, Standards | No public offices held
Dina Georgious, Principal, Research, Guidance and Support | No public offices held
Geneviève Grenier, Director, Professional Programs, Member Development and Support | No public offices held
Jylan Khalil, Vice-President, Precertification Education | No public offices held
Sébastien Labrecque, Research and Public Affairs Coordinator | Public offices held
Tobin Lambie, Director, Corporate Communications, Marketing, Communications and Public Affairs | No public offices held
Jennifer Lepage, Director, Elearning Design and Development | No public offices held
Vivian Leung, Senior Principal, Taxation | No public offices held
Rosemary McGuire, Director, External Reporting and Capital Markets, Research, Guidance and Support | No public offices held
Stefan Mihailovich, Principal, Corporate Oversight and Governance Research, Guidance and Support | No public offices held
Cara Orzech, Associate Director, Taxation, Member Development and Support | No public offices held
Catherine Parker, Principal, Government Relations | Public offices held
James Richardson, Manager, Government Relations | No public offices held
Andrea Stupino, Principal, Tax Education, Member Development and Support | 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
Davinder Valeri, Director, Strategy, Risk and Performance, Research, Guidance and Support | Public offices held
Heather Whyte, Senior Vice President, Marketing, Communications and Public Affairs | No public offices held
Michele Wood-Tweel, Vice President, Regulatory Affairs and Finance | No public offices held
Li Zhang, Principal, 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
Finance Analyst External Affairs, Finance	1990 to 1992	Not a designated office
Administrative Clerk Energy, Mines and Resources, Staffing	1974 to 1977	Not a designated office

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

List of Public Offices Held
Position	Period Held	Last Date Designated Public Office Held
Manager Business Structures & Financing Atomic Energy of Canada Limited, Marketing and Sales Department	November 2000 to April 2006	Not a designated office
Financing Consultant Atomic Energy of Canada Limited, Marketing and Sales Department	November 1997 to November 2000	Not a designated office
Internal Auditor Atomic Energy of Canada Limited, Internal Audit Department	November 1996 to November 1997	Not a designated office

List of Public Offices Held
Position	Period Held	Last Date Designated Public Office Held
Economic Analyst Innovation, Science and Economic Development Canada, Data and Digital Programming Branch	October 2016 to May 2018	Not a designated office
Policy Analyst Canada Mortgage and Housing Corporation, Housing Finance Policy Division	May 2015 to October 2016	Not a designated office
Junior Policy Analyst (COOP) Federal Economic Development Agency for Southern Ontario, Strategic Policy Directorate	May 2013 to August 2013	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 94 of 157 (2020-01-16 to 2020-02-14)

Version 94 of 157 (2020-01-16 to 2020-02-14)

Subject Matters

Subject Matter Details

Grant, Contribution or Other Financial Benefit

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