Registration - In-house Organization

Chartered Professional Accountants of Canada (CPA Canada) / Comptables professionnels agréés du Canada (CPA Canada) / Charles-Antoine St-Jean, 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: Charles-Antoine St-Jean, President and Chief Executive Officer 
Responsible Officer Change History
Initial registration start date: 2006-08-22
Registration status: Active
Registration Number: 946767-13682
Associated Communications

Total Number of Communication Reports: 588

Monthly communication reports in the last 6 months: 47

Version 1 of 105 (2006-08-22 to 2007-02-09)

Version 1 of 105 (2006-08-22 to 2007-02-09) was submitted prior to the Lobbying Act coming into force on July 2, 2008. Due to different information requirements at that time, the registration is presented in the following format.

A. Organization Information

Organization: The Canadian Institute of Chartered Accountants / L’Institut Canadien des Comptables Agréés
277 Wellington St. W
Toronto, ON  M5V 3H2
Canada
Telephone number: 416-204-3296
Fax number: 416-204-3424  
Responsible officer name and position during the period of this registration: Kevin Dancey, President and CEO  
 
Description of the organization's activities: The CICA, together with the CA institutes/ordre, represents approximately 70,000 CAs and 8,500 students in Canada and Bermuda. The CICA conducts research into current business issues and supports the setting of accounting, auditing and assurance standards for business, not-for-profit organizations and government. It issues guidance on control and governance, publishes professional literature, develops continuing education programs and represents the CA profession nationally and internationally.
Organization's membership or classes of membership: THE ORGANIZATION'S MEMBERSHIP IS COMPOSED OF APPROXIMATELY 70,000 CHARTERED ACCOUNTANTS ACROSS CANADA WHO ARE ALSO MEMBERS OF PROVINCIAL INSTITUTES OF CHARTERED ACCOUNTANTS.
 
Was the organization funded in whole or in part by any domestic or foreign government institution in the last completed financial year? No
 

B. Lobbyists Employed by the Organization

Name: SCOTT ALLINSON
Position title: MANAGER, GOVERNMENT RELATIONS
Public offices held: Yes
 
Name: DANA CLARENCE
Position title: CICA CONSULTANT, LIABILITY REFORM TASK FORCE
Public offices held: No
 
Name: Kevin Dancey
Position title: President & CEO
Public offices held: Yes
 
Name: JULIE DESJARDINS
Position title: CICA CONSULTANT
Public offices held: No
 
Name: Tim Forristal
Position title: Vice President, Education
Public offices held: No
 
Name: DAVID KNIGHT
Position title: CHAIR OF THE LIABILITY REFORM TASK FORCE
Public offices held: No
 
Name: RON SALOLE
Position title: DIRECTOR, PUBLIC SECTOR ACCOUNTING
Public offices held: No
 
Name: Bill Swirsky
Position title: Vice President, Knowledge Development
Public offices held: No
 
Name: BRYAN WALKER
Position title: PRINCIPAL, ASSURANCE SERVICES DEVELOPMENT
Public offices held: No
 
Name: CAIRINE WILSON
Position title: VICE PRESIDENT MEMBER SERVICES
Public offices held: No
 

C. Lobbying Activity Information

Federal departments or organizations which have been or will be communicated with during the course of the undertaking: Canadian International Trade Tribunal (CITT), Canadian Transportation Agency (CTA), Citizenship and Immigration Canada, Finance Canada (FIN), Human Resources Development Canada (HRDC), Industry Canada, Prime Minister's Office (PMO), Privy Council Office (PCO), Public Service Staff Relations Board (PSSRB), Revenue Canada (RC), Statistics Canada (StatCan), Transport Canada (TC), Treasury Board Of Canada Secretariat (TBS)
Communication techniques that have been used or are expected to be used in the course of the undertaking:
Grass-roots communication, Informal communications, Meetings, Presentations, Telephone calls, Written communications, whether in hard copy or electronic format
 
Subject Matter: Areas of Concern: Aboriginal Affairs, Consumer Issues, Education, Employment and Training, Financial Institutions, Industry, International Relations, International Trade, Small Business, Taxation and Finance
 
Subject Matter: Retrospective: DURING THE PREVIOUS SIX MONTHS, THE CICA MADE REPRESENTATIONS TO THE DEPARTMENT OF FINANCE ON FINANCIAL INSTITUTIONS LEGISLATION, BUDGET RELATED MATTERS AND THE DEFINITION OF LIMITED PARTNERSHIP UNDER THE INCOME TAX ACT. REPRESENTATIONS WERE MADE FROM THE JOINT TAXATION COMMITTEE, IN CONJUNCTION WITH THE CANADIAN BAR ASSOCIATION, TO THE DEPARTMENT OF FINANCE AND THE CANADA REVENUE AGENCY REGARDING CHANGES IN LEGISLATION OR REGULATION TO THE INCOME TAX ACT AND ON IMPLEMENTATION ISSUES. THE CICA CONTINUED TO DISCUSS STANDARD SETTING OF GAAP AND GAAS AND ISSUES RELATED TO CORPORATE GOVERNANCE AND THE REGULATION OF THE CAPITAL MARKETS WITH THE DEPARTMENT OF INDUSTRY, THE DEPARTMENT OF FINANCE AND THE OFFICE OF THE SUPERINTENDENT OF FINANCIAL INSTITUTIONS. REPRESENTATIONS WERE MADE TO THE DEPARTMENT OF FINANCE AND THE CANADA CUSTOMS AND REVENUE AGENCY REGARDING THE IMPLEMENTATION OF CIVIL PENALTIES FOR THIRD PARTIES. THE CICA CONTINUED TO MEET WITH VARIOUS GOVERNMENT DEPARTMENTS TO MAKE THEM AWARE OF ASSURANCE SERVICES SUCH AS ELDERCARE AND THE CICA WEBTRUST TM, ASKING THEM TO RECOGNIZE THE VALUE OF THESE SERVICES AS A BASIS FOR DEVELOPING POLICIES/PRACTICES AND SETTING STANDARDS IN AREAS SUCH AS ELECTRONIC COMMERCE. THE CICA CONTINUED DISCUSSIONS WITH INDUSTRY CANADA REGARDING BILL C-21, NON-PROFIT ORGANIZATIONS. CICA HAD DISCUSSIONS WITH TRESURARY BOARD AND THE COMPTROLLER GENERALS OFFICE REGARDING AUDITING MEASURES AND ACCOUNTABILITY MEASURES.
Subject Matter: Prospective: DURING THE NEXT SIX MONTHS CICA WILL CONTINUE ITS ACTIVITIES WITH THE PRIME MINISTERS OFFICE, DEPARTMENT OF FINANCE ON FINANCIAL INSTITUTIONS LEGISLATION AND BUDGET RELATED MATTERS. REPRESENTATION WILL CONTINUE BY THE JOINT TAX COMMITTEE, IN CONJUNCTION WITH THE CANADIAN BAR ASSOCIATION,TO THE DEPARTMENT OF FINANCE AND THE CANADA CUSTOMS AND REVENUE AGENCY REGARDING CHANGES IN LEGISLATION OR REGULATION TO THE INCOME TAX ACT AND ON IMPLEMENTATION ISSUES. REPRESENTATIONS WILL CONTINUE FROM THE COMMODITY TAXATION COMMITTEE TO THE DEPARTMENT OF FINANCE AND THE CANADA CUSTOMS AND REVENUE AGENCY ON A RANGE OF COMMODITY TAX AND CUSTOMS ISSUES. REPRESENTATIONS WILL CONTINUE FROM THE JOINT TAXATION COMMITTEE TO THE DEPARTMENT OF FINANCE AND THE CANADA CUSTOMS AND REVENUE AGENCY REGARDING ADMINISTRATION OF CIVIL PENALTIES FOR THIRD PARTIES. THE CICA WILL CONTINUE TO DISCUSS STANDARD SETTING OF GENERALL ACCEPTED ACCOUNTING PRINCIPLES (GAAP) AND GENERALLY ACCEPTED AUDITING STANDARDS (GAAS) AND ISSUES RELATED TO CORPORATE GOVERNANCE AND THE REGULATION OF THE CAPITAL MARKETS WITH THE DEPARTMENT OF INDUSTRY, THE DEPARTMENT OF FINANCE AND THE OFFICE OF THE SUPERINTENDENT OF FINANCIAL INSTITUTIONS. THE CICA WILL CONTINUE ITS DISCUSSIONS WITH INDUSTRY ON CHANGES TO THE CANADA CORPORATIONS ACT. CICA WILL CONTINUE ITS DISCUSSIONS WITH TRESURARY BOARD AND THE COMPTROLLER GENERALS OFFICE ON AUDITING AND ACCOUNTABILITY.DISCUSSIONS WITH CRA ON AUDITORS WORKING PAPERS
 
Details Regarding the Identified Subject Matter
Categories Description
Regulation Auditors Working Papers as per CRA decision.
Legislative Proposal Financial Institutions Sector Legislation,Canada Non-for-Profit Corporations Act,Accountability Act
Policy or Program White Paper Discussions with Finance and PMO on annual public policy paper topics (eg. Debt Reduction, Foreign Credential Recognition.)