Fellows of the Chartered Professional Accountants

Robert Andrews FCPA, FCMA

Robert is the Executive Director of the Aboriginal Financial Officers Association (AFOA) Alberta, Program Director of Indigenous Business and Assistant Professor at Athabasca University, Adjunct Associate Professor at the University of Calgary, and a member of the Blood Tribe (part of the Blackfoot Confederacy). He is a passionate education leader promoting capacity development for Indigenous communities to improve Indigenous social and economic outcomes.

Robert’s efforts have notably advanced educational and professional opportunities for Indigenous learners in business and accounting. In 2016, he played a pivotal role in launching the CPA Education Foundation’s No Limits initiative, which supports Indigenous students in business and accounting. Robert’s leadership also facilitated the creation of the world's first Indigenized CPA program through the Indigenous Learners in Accounting (ILA) initiative, in collaboration with CPA Western School of Business, Western CPA provincial bodies, and CPA Canada. The ILA initiative provides Indigenous learners with culturally responsive education by incorporating Indigenous content, context, and culture, and is delivered by Indigenous instructors, advisors, and coaches. Since its launch in May 2023, this initiative has supported over one hundred Indigenous learners in gaining the knowledge, confidence, and credentials to serve their communities and advance their careers. Robert has also contributed to the development of learning outcomes as part of the national CPA professional program.

Recognized for his impact, Robert has received several accolades, including the CPA Alberta Distinguished Accomplishment Award and the CPA Alberta Education Foundation Impact Award. His visionary leadership continues to inspire and enable systemic change, supporting the development of future Indigenous CPAs and enhancing social and economic outcomes for First Nation, Inuit, and Métis communities.

How has being a CPA impacted you?
The CPA designation has had an enormous impact on the work I do. Our organization focuses on increasing managerial capacity within First Nations and Indigenous organizations and communities. The CPA designation has been instrumental in amplifying the reach and impact of this work, including gaining support of the profession to advance this goal. This increases the effect of our work and broadens the scope of our audience to academics, practitioners, industry and others.

What accomplishment has made you feel the most alive and why?
The accomplishment I am most impacted by is the development of programs that support our First Nation, Inuit, and Metis communities. These programs, in partnership with our accounting bodies, is producing real impact in our Indigenous communities, not just in the lives of our learners but in their professional roles, communities, and families as well. The programs have highlighted the need in these communities, and seeing our learners developing new skills and confidence and creating new opportunities is profoundly rewarding.

What was the most challenging moment in your success so far?
The work I do involves change: change in process and procedures as well as changes to how we define success and how we establish equity; thus, challenge is a constant. There is a barrier that is both tangible and intangible between innovation and the status quo. This barrier is the challenge that I and others innovating and driving change face. The most challenging is not a moment, but a position between new and old.

What is one of the greatest things you’ve learned about leadership?
True leadership is linked with learning and learning, and closely connected with humility, which is a strongly held Indigenous value. Humility allows us to learn from others, to accept we don't have all the answers, and that there are new ways to see old problems. Learning, shared learning, and co-learning create deeper experiences, creating a circle of sharing, where the instructor/learner paradigm is challenged and replaced with a more respectful context for meaningful interactions.

What advice would you give to others looking to succeed?
Success is a complex notion and deeply personal. We need to find success in many aspects of our life, or we risk becoming reliant on one for our identify, our income, and our overall well-being. A singular focus necessarily means sacrifices in other aspects of our lives, with the associated risks. To succeed, focus on several aspects, such as career, family and friends, and physical and emotional health. This supports our own resilience when we do face challenges and setbacks, which in my experience are inevitable.

What’s your personal motto?
My motto is, "Why do things the easy way, when you can do them the hard way?” The hard way is the path that teaches the hard way best equips us for challenges. It’s the path that is the least travelled and therefore provides novel perspectives, It instills commitment and focus and enables us to grow. The hard way teaches compassion.

What has been an eye-opening realization you’ve made throughout your career?
One constant revelation is the impact of showing gratitude for others. Showing genuine appreciation has far-reaching impacts. A simple thank you can change a person’s day for the better. An environment of acknowledging those we work with, and their contributions, naturally creates a trusting and collaborative environment. It is something so basic and easy that is often neglected, but it can change the workplace for the better.

Note of thanks
I wish to thank my dearest spouse, Carol, who has always encouraged me in my aspirations and shared with me the many sacrifices made. Additionally, thank you to my mother and father for encouraging me to be steadfast in my convictions.

Lance Bick FCPA, FCA

Lance, a partner at MNP since 2015, has been an exemplary figure in the accounting profession since beginning his professional career in 2006. After receiving his CPA designation in 2008, Lance quickly shone through, earning an Early Achievement Award in 2016 for his expertise and leadership in tax and volunteerism. As the Regional Tax Leader for Central Alberta, he has significantly shaped MNP’s tax practice, offering strategic insights across sectors like energy, agriculture, real estate, and Indigenous communities.

Lance is renowned for his ability to simplify complex tax laws into practical guidance, greatly benefiting colleagues and clients alike. His mentorship has nurtured the next generation of CPAs, fostering a deep appreciation for the nuances of tax legislation.

Beyond his professional achievements, Lance’s commitment to the community and his profession are profound. He has been actively involved with the United Way of Central Alberta, contributing to successful fundraising campaigns and community initiatives. His leadership extended to the CPA Alberta Central Alberta Chapter, where he introduced innovative solutions to enhance member engagement and professional development.

Lance’s service on the CPA Alberta Achievement Awards Nominations Committee further highlights his dedication to inclusivity and excellence within the profession. A respected mentor and community leader, Lance’s contributions have significantly enriched both the profession and his community.

Why have you chosen the CPA designation?
My family were entrepreneurial, so I knew I wanted to be involved in business. I enjoyed finance and accounting classes. I knew there was demand in a field where I would use my degree, and diverse opportunities once I got my designation.

How has being a CPA impacted you?
It has certainly opened up new opportunities and experiences. I enjoy new challenges and learning, and there has never been a shortage of either.

What accomplishment has made you feel the most alive and why?
Any time you can come up with a great outcome or solution, it feels great. The biggest one I remember was probably the day I passed the UFE. So much goes into passing that exam that it is rewarding and relieving all at once.

What was the most challenging moment in your success so far?
I think COVID stands out as a whole: detachment from friends, teams, clients, and communities, combined with rapid changes in the economic environment and for accountants reporting and compliance standards and new programs. I think that period was a real grind on the well-being of many people and Canada as a whole, making it stand out as one of the more difficult times.

What is one of the greatest things you’ve learned about leadership?
Believing in the value of your goals is critical. If you understand and believe in the value, you can communicate it to the team. When the team understands the value, they can buy-in to or align with the goals.

What advice would you give to others looking to succeed?
Keep learning. Pass on what was given to you—I think that system keeps us all moving positively.

What professional experience in your life do you feel most grateful for?
The people. I have had the honour to work with so many mentors and develop friends through this career; those relationships have definitely been personal highlights.

What was the hardest piece of feedback you’ve gotten and how has that changed you for the better?
"Not everyone wants to know how the sausage is made.” I am a person who wants to understand and am naturally inclined to think others crave the "why" or "how", too. Learning to adjust presentations in certain situations is a skill I lacked and am still learning.

What’s your personal motto?
It is always easiest to do something right the first time.

What has been an eye-opening realization you’ve made throughout your career?
I think "fit" makes so much of a difference in your professional relationships. Where you work or who you work with (co-workers and clients) makes more sense when you can align on values. Conversely, I have seen many relationships fail where there is not that fit.

Why is it important to you to give back?
I have had generous mentors and people in my life to inspire me. I enjoy teaching and seeing others succeed. With the skills I have developed, I am in a unique position to give back to the community.

What values do you live by?
I always want to be a better version of me. I want to have fun whenever possible. I want people around me to flourish and grow similarly.

Who or what has been instrumental in your success and why?
Mentors. I have learned so much from so many people in my career. So many people that I look up to that I have been fortunate enough to get some of their time and guidance. I was inspired by their competence, technical abilities, work ethic and drive, kindness and generosity, insight, and experience. A lot of where I am is a result of who I was able to spend time with.

Note of thanks
I want to thank my family for coming with me on this journey as well as all of my partners, friends, and mentors at MNP, at CPA Alberta, and any of the organizations I have had the privilege to be a part of.

Paul Borrett FCPA, FCA

Paul, a distinguished leader at Deloitte Canada, has been instrumental in shaping the accounting profession through his dedication to client service, excellence, mentorship, and community service over a nearly 30-year career. In his role as Audit Leader for the Mid-West region, Paul managed a team of over 500 professionals, driving significant growth in Deloitte’s audit practice across Alberta, Saskatchewan, and Manitoba. His efforts have earned him recognition as one of Deloitte Canada’s Most Impactful Partners in 2024.

Paul’s influence extends beyond professional realms into mentorship, where he has guided over 20 CPAs, with 10 advancing to become partners. His personalized and thoughtful mentoring approach has deeply impacted many, fostering a new generation of leaders committed to the CPA standards of integrity and excellence.

His commitment to the community is equally notable, particularly through his longtime involvement in coaching youth soccer and his leadership in nonprofit organizations like the Alberta Lung Association and the Alberta Diabetes Foundation. Under his guidance, these organizations have enhanced their financial stability and expanded their community impact.

Paul’s career is a testament to the transformative power of professional dedication combined with genuine community engagement.

What values do you live by?
Achieving the CPA designation has afforded me the privilege of collaborating with many remarkable individuals within the business community and at Deloitte. Over the past 33 years, my professional journey has been enriched by diverse experiences both domestically and internationally. Throughout this time, I have consistently focused on a few core values: a commitment to family, a genuine care for people—whether clients or colleagues at all levels—an unwavering dedication to integrity, and a commitment to giving back to the community whenever possible. I have always believed in the importance of fostering strong relationships and providing support to those around me.

Note of thanks
Success in life is achieved through dedication, integrity, and relentless hard work, all made possible by an incredible community of friends and family who provided me with unwavering support throughout this remarkable journey.

Robyn Eeson FCPA, FCA

Robyn’s rise to the role of KPMG Canada’s Chief Compliance Officer is the culmination of her more than two-decades-long commitment to excellence and the highest ethical standards in the profession. Her technical expertise and strong leadership have significantly shaped the firm’s practices and its people.

From her early days at KPMG Edmonton, Robyn established training programs and recruitment strategies that broadened the firm’s talent pool and ingrained a culture of inclusivity and professional advancement. As an audit partner, she found her niche in the public sector, serving many of Edmonton’s most impactful charities and non-profit organizations. As Chief Compliance Officer, Robyn oversees KPMG’s Personal Independence Compliance Program, ensuring the integrity of over 10,000 professionals. Robyn also leads KPMG’s annual Quality and Compliance Evaluation Program where she and her team are responsible for evaluating the effectiveness of the firm’s system of quality management. Her leadership in this role is crucial in maintaining the firm’s reputation for quality, trustworthiness, and integrity.

A relentless advocate for gender equality, Robyn has supported and participated in countless initiatives to mentor and encourage women in all professions and to foster an environment where success is nurtured and celebrated. She is proud to lead a team of predominately women, all of whom are dynamic, talented, and highly competent. Within the profession, she is also proud to serve on the board of the CPA Education Foundation.

Her commitment extends beyond professional responsibilities and into her community, as well. Robyn is humbled to have had the opportunity to hold many volunteer governance roles. As past Chair of the YMCA of Northern Alberta, Robyn dedicated nine years to helping the Y navigate significant challenges, including a major merger, economic downturns, wildfires, COVID-19, and government uncertainty. This led to setting new standards for operational excellence and a renewed focus on financial stability. Additionally, Robyn is proud to serve on the Finance Committee of Edmonton’s Food Bank and she was one of the founding members of the Stollery Women’s Network. Over the years, Robyn has also supported Habitat for Humanity and the United Way.

What professional experience in your life do you feel most grateful for?
I feel very grateful to have had the opportunity to work with so many talented and accomplished professionals and to have had the opportunity to learn from each and every one of them.

What’s your personal motto?
You can't expect more from others than you expect from yourself.

Why is it important to you to give back?
There are many reasons that I think it’s important to give back, particularly as a CPA. Firstly, the CPA path has provided me with a secure and successful career, and I think that comes with the responsibility to give back to our community. Additionally, I think our unique skill set can be very valuable to many organizations and it’s important to me that I share as much of my knowledge and experience as I can. On the flip side, I’ve gained just as much (and likely more) than I’ve given, which has certainly helped me grow personally and professionally. Lastly, there’s a pretty great snowball effect when you give back to your community—even a seemingly small contribution can really grow into something much bigger.

Note of thanks
Thank you to my family and friends and an extra thank you to TJ Rolheiser and Kelly Fowler for doing all the heavy lifting to surprise me with this recognition.

Kendra Gowdy FCPA, FCGA

Kendra's unwavering dedication spans over thirty-three years, highlighted by her significant contributions to policy development and educational excellence. Her career is distinguished by a series of pivotal volunteer roles that have significantly shaped the landscape of accounting standards and practices.

Kendra has used her expertise and long professional history in public practice to benefit the profession. From 1992 to 2001, Kendra served on the CGA profession’s Continuing Professional Development Committee, where she played a crucial role in shaping policies and programs that have sustained the profession’s ongoing excellence. Her leadership was further demonstrated when she chaired the Practice Review Committee during unification, guiding the three legacy practice review programs into a cohesive system that upheld the highest standards of quality and ethics. Kendra continued to impact the accounting community as a member of CPA Alberta’s Registration Committee from 2015 to 2024, including serving as Chair from 21021 to 2024. In ese roles, she steered policy decisions that safeguarded the public interest.

Kendra has also served her community; among other roles, she served as Treasurer and Board Member at River Valley School and the Cochrane High School Band Parent Association, where she utilized her financial expertise. Her work with Junior Achievement of Southern Alberta, delivering financial literacy programs, further demonstrates her dedication to empowering youth.

How has being a CPA impacted you?
The CPA designation has had a great impact on my life. Not only has it provided me with interesting and challenging career opportunities, but it has allowed me to gain experience in a wide variety of industries, too. I feel very fortunate to hold the highly respected CPA professional designation.

What’s your personal motto?
Motion is lotion! Almost every day you will find me out on my mountain bike. Staying active and getting outside each day helps to clear my mind. It also helps me to maintain work/life balance.

Why is it important to you to give back?
Without my CPA designation, I don’t feel I’d be where I am today. I feel fortunate for all of the remarkable opportunities it has given to me. As my CPA designation has given me so much, I feel it is important to give back to the profession, to help it grow and flourish as it has allowed me to do in my personal life and professional career.

What values do you live by?
Integrity, gratitude, generosity, honesty, community, and family are some of the values that guide my decisions and actions. I feel these values allow me to live my authentic life and guide me in making positive contributions back to my community.

Who or what has been instrumental in your success and why?
Growing up on a farm, I saw how hard my family worked. It was never a 9-5 job: whether it was the daily chores, harvest time, or calving season, the work needed to be done. I saw the rewards as the fruits of their labour came to life. Seeing first-hand how effort leads to rewards was instrumental in my success.

Note of thanks
Thank you to my family, friends, and colleagues who have shared this path with me. I appreciate all of you, as you have supported me through my CPA journey!

Eric Leonty FCPA, FCA

Since joining the Office of the Auditor General of Alberta in 2003 as an articling student, Eric has ascended to Assistant Auditor General, where his oversight of health, energy, and environmental public sector audits has helped make a difference in the lives of Albertans. His leadership has also notably advanced legislative auditing standards across Canada through his longstanding involvement with the Canadian Council of Legislative Auditors (CCOLA). As Vice Chair of the Training and Oversight Committee, Eric co-developed a national audit competency framework and core curriculum, significantly raising the bar for audit excellence.

Internationally, Eric has strengthened global governance by mentoring audit fellows from Rwanda and Vietnam, enhancing their institutions' practices through the Canadian Audit and Accountability Foundation (CAAF). His work extended to developing training materials for Guyana’s extractive industries, promoting better fiscal oversight and environmental stewardship.

Eric is also a dedicated educator, having served as a guest lecturer at the University of Alberta and the University of Lethbridge since 2003. His real-world insights into legislative auditing have inspired students to embrace public accountability in their forthcoming professional roles.

In his community, Eric's financial acumen has benefited organizations like the Green Circle Preschool and the Parkallen Community League, where he served as Treasurer, strengthening their operations and sustainability.

Why have you chosen the CPA designation?
When I began my professional journey, with many career decisions to make, the CPA designation represented achieving a level of knowledge, skill, and expertise that would allow me to pursue a path that aligned my interests and goals. The reputation of the CPA designation made it feel like an esteemed club with the best minds in the profession. I knew it would be a foundational step to all the opportunities, challenges, and learning to come. Choosing to pursue my CPA designation was one of the best decisions I have made, and earning the CPA designation was one of my proudest moments.

What was the most challenging moment in your success so far?
Around the time I was asked to be an Assistant Auditor General, I also found out that I was going to be a father. Juggling the start of a new and demanding role, a move between cities, and preparing for fatherhood was an exciting watershed moment in my life, and it was also challenging. Through the unconditional support of my wife, the understanding of my colleagues, and a desire to play an active role as a father from the very start, I was able to achieve a balance that I have tried to sustain to today, as I watch my daughters grow so quickly. The ability to succeed and contribute at the Office of the Auditor General, to be a present and involved father, and to give back to the community is a balance, and challenge which is made possible by the support around me.

What is one of the greatest things you’ve learned about leadership?
You need to model the way, and it must be authentic. I feel very passionate about what I do, and being able to serve Albertans and my community is very important to me, and I believe that the people I work with know that and observe it. Growing up, I learned from my parents, who were both teachers (and still are for me), that respect, service, fairness, and accountability are important attributes. By no means do I always meet the mark, but I continue to try and hope my efforts have a positive influence on those around me.

What professional experience in your life do you feel most grateful for?
From the moment I began at the Office of the Auditor General, I was extremely fortunate to have had leaders and mentors who took an active interest in my development, not only as a professional but as a person. Their patience, kindness, and willingness to take risks by giving me opportunities outside my comfort zone are things for which I always will be grateful. The genuine care and support I felt, particularly in those early days of my career, is something I reflect on often. And, over 20 years later, to this day, the individuals I work with and the leader I have, create a professional environment that makes me feel so proud of the work we do and how we do it.

Why is it important to you to give back?
I have benefited so much from the communities I have called home. Growing up in rural Alberta and then working and raising a family in our two largest cities, I have learned that it takes the efforts of so many to make our communities flourish. Being able to volunteer my skills to help has allowed me to meet individuals from so many backgrounds who are resolute and care so much about our province and communities. It inspires me to be involved and to try to give back.

Note of thanks
I am deeply grateful to my family, colleagues, peers, and the CPA community for this incredible privilege. This recognition is a testament to the support, mentorship, and collaboration I've been fortunate to experience throughout my career. I am inspired to continue contributing to our profession with dedication and excellence.

Ryan MacDonald FCPA, FCA

Ryan has dedicated 27 years to EY Canada, ascending previously to Energy Assurance Leader and exemplifying excellence in the accounting profession. His leadership extends from managing complex national and multinational client portfolios to upholding the highest ethical standards as a member of the EY Americas Ethics Oversight Committee.

His impact extends beyond professional achievements. At the Juvenile Diabetes Research Foundation (JDRF) Canada, Ryan has co-chaired the Campaign to Accelerate since 2015, spearheading efforts that raised substantial funds for diabetes research, a cause deeply personal to him. His leadership has not only advanced crucial medical research but also demonstrated his capacity for impactful community engagement.

At the Southern Alberta Institute of Technology (SAIT), Ryan chairs the Joint Board Executive Committee and the Audit Committee, where his strategic guidance is pivotal in steering a $300 million campus redevelopment. His oversight ensures the alignment of financial and operational strategies with the institution's academic goals, reflecting his skill in balancing complex governance roles with strategic foresight.

Through his professional role and community involvement, Ryan consistently demonstrates leadership that combines expert knowledge with a genuine commitment to helping others, both in the accounting field and in his community.

Why have you chosen the CPA designation?
Initially for the versatility, career options, and global opportunities.

How has being a CPA impacted you?
It has changed my life. Being a CPA has provided global opportunities I never thought possible, but more than that, it has taught me the importance of making an impact in my communities.

What accomplishment has made you feel the most alive and why?
First, being a dad. Second would be living atop a Flagpole as part of JDRF's Let's Make History Campaign for 100 hours. It allowed me to connect with so many people impacted by Type 1 diabetes both for fundraising, but also as a coach to newly diagnosed families. It also allowed me to watch my son (11 years old at the time) grow as he engaged with other families and mentored kids.

What was the most challenging moment in your success so far?
Continuing to take on new roles in my firm and adapting to clients in multiple industries and jurisdictions.

What is one of the greatest things you’ve learned about leadership?
Stay connected to people, look for feedback, and adapt.

What advice would you give to others looking to succeed?
Thrive to learn and build new skills. Hard work and dedication to building your personal "toolbox" will pay dividends.

What professional experience in your life do you feel most grateful for?
Success working with large project teams. Using my CPA to help others and my community.

What has been the most difficult but rewarding conversation in your life?
Trusting a mentor asking me to take on a unique challenge that I didn't believe I had the right skills for; taking that leap and trusting his advice allowed me to build a brand.

What was the hardest piece of feedback you’ve gotten and how has that changed you for the better?
To actively seek feedback, ensure you do 360° reviews on teams and demonstrate putting the feedback into action.

What’s your personal motto?
Work hard, play harder, and look to make a difference.

What has been an eye-opening realization you’ve made throughout your career?
Importance of relationships.

Why is it important to you to give back?
I believe we have a responsibility to work to improve the communities we live in and use our skills to make a difference for others. Nobody got to where they are without the help of others.

What values do you live by?
Hard work and teaming.

Who or what has been instrumental in your success and why?
Initially, my grandfather, as he taught me the importance of hard work and dedication. More recently, my son—now 15—inspires me to work to be a better person.

Note of thanks
Without my family, no success would be possible. Thank you for your love, support, and guidance.

Carla Madra FCPA, FCA

Carla is a leader dedicated to empowering others and driving meaningful, lasting change. As a partner and people leader at EY from 2013 through December 2024, she strengthened the firm through mentorship and inclusivity and was a champion for women as they advanced their careers. She chaired the office’s Professional Women’s Network and has mentored numerous professionals in addition to facilitating both technical accounting and soft skill learning programs internally within the firm.

Beyond mentorship, Carla played a pivotal role in establishing EY Edmonton’s Financial Accounting Advisory Services practice and was an early leader growing the national practice from coast to coast. Carla’s energetic leadership and ability to build high performing teams has been the cornerstone to serving her clients with professional excellence.

Carla’s impact extends beyond the profession. Since 2019, she has served on the STARS Board, where she currently serves as Chair of the Audit and Finance Committee, ensuring financial transparency for critical emergency medical services. From 2013 to 2022, she provided visionary leadership as Chair of NorQuest College’s Board of Governors, bringing wise counsel and guiding the institution through transformational growth. Additionally, her eight years as Treasurer of the Mental Health Foundation reflect her dedication to mental well-being of those in our community. Her contributions to the profession include roles as a Chartered Accountant’s School of Business (CASB) facilitator, Common Final Exam (CFE) marker, and IFRS instructor.

Carla’s leadership, strategic vision, and commitment to service continue to shape the profession and community for the better.

How has being a CPA impacted you?
It’s been extremely rewarding to work with some of Canada’s leading companies on some challenging and complex engagements, knowing I have been able to be a small part of helping these clients navigate some of their most pressing business challenges. As I reflect, it’s the people, both clients and colleagues, I’ve had the privilege to work with that have left a lasting impact. I have learned from great leaders and had a number of mentors who invested in me and championed me along my journey. I have also had team members who have entrusted me with guiding elements of their career. Many of my colleagues and clients have become great friends and have been what has made the journey fun!

What accomplishment has made you feel the most alive and why?
I had one specific engagement that I was really unsure how to complete on time. Every morning, I awoke thinking, “how are we going to get this done?” The team was working day and night, and we continued to bring in a number of other team members with expertise. With every challenge or issue that arose, we all just rallied together and figured out a game plan, and our client put their full trust and confidence in us as a team. When we actually hit the deadline, we literally cheered and were jumping up and down! It was an amazing moment for everyone involved.

What is one of the greatest things you’ve learned about leadership?
Respect and kindness should never be compromised and, ultimately, sometimes you just have to follow your gut!

What’s your personal motto?
I have a couple in certain circumstances. For my daughter: you got this girl, but if not, don’t worry, I got you. At work, GSD: Get stuff done!

Why is it important to you to give back?
Dedicating time to organizations I believe are impactful in our community is very important to me. It’s a way I can contribute my professional expertise to organizations that otherwise may not have the resources to access that expertise, given that many are NPOs and focus their finance resources on their service delivery. But that said, I feel what I get back is so much more than what I give, both in terms of learning from others in the boardroom—executive teams and fellow board members—and from the knowledge that I play a very small part in helping these organizations deliver amazing services to those they serve.

Who or what has been instrumental in your success and why?
I have had some amazing mentors and champions in my career. They have been honest and open and encouraged me to take on opportunities I may have otherwise been hesitant about. They also believed in me when at times I may have doubted myself. One that stands out for me early in my career is Dave Wilson, a now-retired partner from Deloitte.

Note of thanks
Thank you to my clients and colleagues who have been part of the journey, who believed in me, and have made it immensely rewarding and fun! Also, to my family for always being the best and for your love and support along the way!

Carla Male FCPA, FCA

Carla has embodied the values of Girl Guides since she first joined the movement over 50 years ago. Carla’s recent leadership roles have been as an independent member of the Audit, Finance, and Risk committees for the Girl Guides of Canada (GGC) and for the World Association of Girl Guides and Girl Scouts. Carla’s efforts modernized GGC’s financial governance, centralized operations, and strengthened its impact.

Beyond Guiding, Carla has strengthened organizations that impact Calgary’s most vulnerable, including serving as a Trustee for the Burns Memorial Fund where she led an investment review that increased funding for children’s programs while improving financial oversight. Carla’s leadership in public service has been equally impactful. As Chief Financial Officer for the City of Calgary (2019–2024), she managed a $5 billion annual budget and $30 billion in assets, maintaining one of Canada’s top municipal credit ratings. Her leadership delivered over $600 million in savings and reductions, funded major capital projects like the Green Line Stage 1, and advanced equity through funding programs like the Equity in Service Delivery fund.

At the Calgary Board of Education, Carla’s collaborative leadership enhanced financial transparency and public trust. Her lasting contributions have earned her recognition as a visionary leader who has advanced financial stewardship, equity, and community well-being.

What advice would you give to others looking to succeed?
Keep a long-term, strategic, sustainable, and resilient view, both personally and professionally, and ensure everyone you meet and work with is valued and respected.

What professional experience in your life do you feel most grateful for?
I am most grateful to have had the opportunity to work or volunteer for organizations whose goals include making the community stronger, opening doors, and giving a hand up to others

What’s your personal motto?
To add value.

What values do you live by?
Kindness, commitment, and courage.

Note of thanks
I am so grateful to my family and the many mentors whose patience, guidance, and wisdom have allowed me to contribute to our community.

Don Marshall FCPA, FCMA

Don’s visionary leadership has left a lasting imprint on Alberta’s accounting profession, shaping its future through mentorship, advocacy, and innovation.

From 2013 to 2015, Don mentored candidates preparing for their CMA Board Exams, instilling confidence and competence in the next generation of accountants. Many of his mentees have since ascended to leadership roles, strengthening the profession and their organizations. His commitment to excellence continued as a CMA Alberta Board Examiner in 2014, where he played a crucial role in upholding the profession’s rigorous standards. From 2016 to 2019, Don’s leadership on the CPA Calgary Chapter Board fostered professional growth, engagement, and a stronger CPA community.

Don’s leadership in the energy sector has significantly advanced industry collaboration, best practices, and professional development, and has raised the profile of accounting professionals in the sector. As Marketing Committee Chair for the Energy Accounting Society of Canada (2015–2017), he elevated the organization’s visibility, strengthened partnerships, and expanded outreach, particularly to undergraduate students. His efforts fostered a more connected professional community and improved accountability in energy accounting. In 2021, as Co-Chair of CPA Alberta’s Energy Advisory Committee, Don played a pivotal role in shaping the profession’s response to evolving industry challenges, including net-zero goals, ESG reporting, and technological advancements. His strategic vision ensured Alberta CPAs remained well-equipped to navigate the sector’s shifting landscape.

Don remains focused on shaping the profession’s trajectory, currently notably as a member of CPA Alberta’s Community Ambassadors Committee, ensuring CPAs remain prepared for an ever-changing landscape and engaged in their organizations and communities. Don’s curiosity and desire to learn continue to drive him to seek new opportunities to contribute to the profile and experiences of CPAs in Alberta.

Why have you chosen the CPA designation?
Becoming a CPA has allowed me to engage clients and businesspeople on a more professional level and has given me the ability to contribute more to my clients' success.

What accomplishment has made you feel the most alive and why?
Volunteering for CPA Alberta in different capacities has been incredibly rewarding and offers all of us the chance to grow and learn together.

What is one of the greatest things you’ve learned about leadership?
Leadership at its best is the process of identifying each person's best traits, matching them to others with complementary skills, and giving those people the tools and space to work collaboratively toward a clear and common goal.

What advice would you give to others looking to succeed?
I would advise getting involved in your community of peers and looking for ways to develop a broad skillset. This opens so many doors, both to professional opportunities and also to great and enduring friendships.

What’s your personal motto?
We can accomplish anything; we just have to figure out how.

What has been an eye-opening realization you’ve made throughout your career?
We all have the same struggles, self-doubts, and challenges, but those who succeed work the hardest with others, not against them, to achieve common goals.

Who or what has been instrumental in your success and why?
Every person who has taken the time to give me positive feedback or corrective guidance has played a role in shaping my success, my wife and kids most of all.

Note of thanks
I want to acknowledge the fantastic staff at CPA Alberta for supporting all of the programs we dream up to develop our community, all of the passionate volunteers who I have had the pleasure to collaborate with, my friends both within and out of the CPA profession with whom I brainstorm, and most importantly, my family.

Frank Potter FCPA, FCMA

Frank is a transformative leader whose contributions to public service, mentorship, thought leadership, and community engagement have left a lasting impact. His ability to drive change and mentor future professionals has strengthened the profession and community. Frank's career started in healthcare but he has subsequently worked for/in international organizations (NATO, UN Agencies, and regional security organizations), and the Government of Alberta (2007–2020).

He describes himself as being a non-traditional accountant relying on the traditions of accounting to help these organizations be successful. In these roles, he was often at the nexus of strategy, technology, planning, and organizational change. An example of this was leading the groundbreaking 2013 “Stampeding to Help” campaign within the Alberta Government. This effort raised significant dollars for flood relief and was the first time a cross-Ministry campaign was attempted of this magnitude and was recognized by then-Premier Alison Redford.

Frank’s mentorship has empowered young professionals. He has hired 50 interns and cooperative education students and put them through a proven program to prepare them for a career. Many of these individuals now hold senior roles in their respective organizations.

Semi-retired since 2020, Frank remains active in promoting and protecting Alberta's natural areas. He initiated an annual report to the provincial Minister on the state of these sites, using his accounting background to help make these reports credible and informative. Concurrently, he is pursuing a passion project, YEGVille.ca, which details where to go in the metro-Edmonton area for self-propelled activities such as hiking, cycling, paddling, snowshoeing, or skiing.

A firm believer that accounting is a profession focused on communications, Frank runs multiple websites, a YouTube Channel, and other social media such as LinkedIn. Through these channels, Frank makes his content freely available. Some topics he is most proud of include Anti-Fragile Risk Management, COSO for the Public Sector, Financial Literacy, and best practices in nonprofit and volunteer organizations. On these and other topics, he has written a dozen articles and hundreds of blogs.

His leadership has extended to his volunteer efforts with CPA Alberta, where he champions initiatives that increase recognition within the profession. While serving on the Achievement Award Nomination and Review Committees (2017–2022), he helped reshape engagement strategies, launched public-sector marketing campaigns, and hosted virtual town halls.

From leading a conservation group to organizing CPA Community Ambassador conferences, Frank’s dedication to service is unparalleled. His work exemplifies the highest ideals of leadership—creating meaningful change without seeking recognition. He is a non-traditional accountant who has benefited and applied lessons learned from the accounting profession.

Why have you chosen the CPA designation?
I became a Certified Management Accountant because this designation offered a midpoint between the traditional accounting mindset and an MBA. I selected accounting mostly because it was logical and balanced—it told the story of organizations. The CPA designation has created an opportunity for this blend of the traditional accounting trajectory to be blended with the fast-paced evolution of business.

How has being a CPA impacted you?
An accounting designation has provided professional credibility as well as opening doors. Although it is a cliché to think of accounts as introverted homebodies, I have found anything but. A designation and an advanced degree is a calling card that delivers a one-two punch that makes CPAs highly competitive.

What is one of the greatest things you’ve learned about leadership?
I was blessed with many exceptional mentors and leaders throughout my life. They have imparted great wisdom which I have taken to heart and converted to something I call a “Phrankism,” such as:

On management: The number one rule of management is never do what you can delegate. The number two rule is more important than the first; it is never delegate what cannot be done. In other words, a manager manages but a leader never wishes their problems away on their subordinates.

On accolades: Give away any glory that comes your way to those who serve under you. It belongs to them; if any of the glory you deserve, it will be reflected back to you.

What professional experience in your life do you feel most grateful for?
To be born where and when I was. I would not have been successful if not for computer technology. Also, I have been blessed with a series of mentors, bosses, co-workers, and friends who have made the journey easy.

What’s your personal motto?
“Managed Serendipity.”

Note of thanks
Thank you to my wife of 36+ years for putting up with me and sharing this award with me.

Neil Probert FCPA, FCA

For over 30 years, Neil has made a lasting mark on Alberta’s accounting profession, balancing asuccessful practice with dedicated volunteerism. Since 1993, Neil has been a driving force behind the Small Practitioners’ Forum (SPF), transforming it from a 60-person gathering into a premier three-day event with over 300 annual attendees. The SPF now delivers 20+ hours of professional development each year, featuring industry leaders and regulators, and creates a vital space for connection and collaboration among small practitioner CPAs. Neil’s leadership has ensured the Forum’s sustainability, from securing sponsorships to overseeing bookkeeping— and he has, on average, committed 20 hours monthly to its success. His efforts modernized SPF, introducing hybrid attendance options and negotiating contracts with top venues like the Banff Centre and Fairmont Chateau Lake Louise.

Neil’s impact extends beyond professional development. Under his stewardship, SPF has donated $20,000–$40,000 annually to initiatives like the CPA Education Foundation and scholarships at Mount Royal University and the University of Calgary. His advocacy has also broadened SPF’s inclusivity, welcoming younger CPAs, women, and visible minorities.

Beyond accounting, Neil serves as treasurer of the J. Douglas Ferguson Historical Research Foundation, ensuring responsible stewardship of its $600,000 endowment, and as editor of the Calgary Numismatic Society Bulletin for more than 45 years, supporting education in coin collecting. He has been instrumental in fostering the society’s growth and supporting its events, even as similar organizations face declining membership. Through mentorship, financial stewardship, and community leadership, Neil has strengthened Alberta’s CPA community, ensuring lasting opportunities for education, connection, and growth.

Why have you chosen the CPA designation?
Upon receiving my BComm from the University of Calgary, I accepted a position with Canada Revenue Agency (CRA). While completing various audits and reviews on taxpayers, I was introduced to many small public accounting offices and felt that the profession would interest me. I knew a number of CPAs, including my wife, and decided after three years with the CRA to article for my CPA.

How has being a CPA impacted you?
My CPA designation enabled me to establish a successful small public accounting practice, which I started in 1983. Over the years, I collaborated with many colleagues and met numerous clients. As a result, I developed many significant relationships and friendships. Operating my own business facilitated a good work/life balance and allowed me to pursue my other interests. Being a CPA enabled me to work with charitable and non-profit organizations to assist them in their goals, serve on various committees and boards, and meet some interesting business leaders.

What accomplishment has made you feel the most alive and why?
My greatest accomplishment is my family. Having my own business enabled me to include my wife, also a CPA, in the practice. We were able to have extremely flexible hours, which helped both of us spend more time with our children while they were growing up. It helped me have a comfortable retirement so that I can now spend even more time with my grandchildren.

What is one of the greatest things you’ve learned about leadership?
It takes a team to succeed, and I was able to hire the right staff to help me achieve success. By treating staff and clients with respect, they want to be a part of a successful business and, in turn, help it succeed.

What advice would you give to others looking to succeed?
Do not be afraid to ask for help and assistance from others, and ensure you have a good balance between your work and your home life.

What professional experience in your life do you feel most grateful for?
It has been very rewarding operating a small public accounting office for over 40 years. The relationships that I have developed with clients and colleagues have led to many life-long friendships.

Why is it important to you to give back?
I relished being able to work with various non-profit and charitable organizations over the years. Being able to help others with similar interests has been extremely gratifying. I have been able to assist CPAs to network with other CPAs in similar situations and provide a venue for tax and accounting updates at the Small Practitioners’ Forums. I have also encouraged coin collectors to keep involved with other individuals with similar interests through the work I did with the Calgary Numismatic Society (CNS) and the J. Douglas Ferguson Historical Research Foundation (JDFHRF). History has always been a passion for me and working with these two groups, whether it was publishing a history book or helping to get scholarships and bursaries for individuals researching history through numismatics at the University of Calgary, has been extremely rewarding.

Who or what has been instrumental in your success and why?
The one individual who stands out in being instrumental in my success would be my wife of 47 years, Eva Probert CPA. She has been my partner in every sense, both at work and at home. Whether it was preparing working paper files and tax returns or keeping our house going and raising our children, she excelled at everything she did. She has enabled me to accomplish things I would not have otherwise been able to do.

Note of thanks
Thank you to my wife of 47 years, Eva Probert CPA, for your immense support at both work and home.

Genevieve Segger FCPA, FCA

Gen has built a distinguished career as a leader in ethics, professional accountability, and mentorship within the CPA profession. A sole practitioner for 18 years, she has earned a reputation for her technical expertise and steadfast commitment to upholding the highest ethical standards.

For over 13 years, Gen has shaped the next generation of CPAs, teaching CA/CPA courses with the CA and CPA Western Schools of Business and CPA bodies in Alberta and Saskatchewan. Her influence extends beyond the training session—her mentorship has guided small practices and practitioners in navigating complex ethical dilemmas. She has also played a key role in CPA professional development, contributing to forums like CPA Forum North in Jasper and the CPA Small Practitioners’ Forum in Banff, ensuring ethics remain central to the evolving profession.

Since 2012, Gen has been actively involved in quality assurance monitoring, dedicating significant time to ensuring CPA firms uphold rigorous professional standards. Additionally, her contributions to CPA Canada’s "Train the Trainer" program have enhanced CPA education across Canada, ensuring high-quality instruction for practitioners nationwide.

Beyond her professional impact, Gen’s generosity and resilience extend into her community and personal achievements. In 2024, she hosted a Ukrainian family of six for over two months, providing critical support in healthcare, education, and employment. As a 50+ Master athlete, she has represented Canada at international Strongman competitions and previously competed in Ironman Canada and a 50-mile Ultramarathon amongst other events, embodying the discipline and perseverance she brings to her professional life.

Through her unwavering commitment to integrity, mentorship, and service, Gen has left an enduring impact on the profession and beyond.

Why have you chosen the CPA designation?
At the time, it seemed like the designation that could allow one to do almost anything.

How has being a CPA impacted you?
There have been lots of opportunities but also a lot of hard days. You get all of the emotions being a CPA: anger, joy, sadness, grief, fun. Let's just say it never gets boring!

What accomplishment has made you feel the most alive and why?
Speaking engagements with my peers — I love collaborating with my peers. The discussions are always so thought-provoking.

What was the most challenging moment in your success so far?
Saying I wouldn’t do something because it was not ethical. I knew I would lose a lot of fees and that another peer was willing to do it. That was really tough.

What is one of the greatest things you’ve learned about leadership?
I’m still learning. I am known to be a straight shooter which may not be the best communication style in every circumstance. I watch and listen to my mentors carefully to continue to improve.

What advice would you give to others looking to succeed?
Be patient —there is a lot to learn and experience takes time. CPAs are like cheese: We get better with age.

What professional experience in your life do you feel most grateful for?
Getting the FCPA! I truly have no words. But if you need another, my articling at EY. They really set a good foundation for me to build on. I am grateful to them.

What has been the most difficult but rewarding conversation in your life?
Three years of telling a company to let go of their COO and restructure. I never gave up. They finally agreed and are now a vibrant company.

What was the hardest piece of feedback you’ve gotten and how has that changed you for the better?
I was told I was a "crusader" and that wasn't healthy. This was very important advice because I was burning out. That being said, I do struggle with finding the balance between doing my professional obligation and "crusading"; they seem like the same to me.

What’s your personal motto?
Strength & Courage! (It is tattooed on my arm because it is that important.)

What has been an eye-opening realization you’ve made throughout your career?
This one makes me sad: That even professionals can be unethical. I was naive to think otherwise.

Why is it important to you to give back?
I feel it is my social responsibility. I was fortunate to be born into a good family. Why am I so lucky? As Warren Buffet said, I just won the "ovarian lottery." As such, I feel that I have a responsibility to help others that are not so fortunate.

What values do you live by?
Doing what is right regardless of the cost (and let me tell you, I have experienced the cost over and over and over again, but I will still keep getting up with each fall).

Who or what has been instrumental in your success and why?
1. My stubbornness – my weakness is also my strength.
2. My husband – for lifting me up every time I take a beating for doing the right thing.

Note of thanks
Thank you, John Fuller, for leading by example. I have a long way to go, but I learn from you always. Thank you, Jason Segger, for lifting me up when times got tough.

Heather Stephens FCPA, FCA

With over 26 years of leadership in clean energy, accounting, and community development, Heather has driven measurable change across Alberta. As Chief Operating Officer of Emissions Reduction Alberta (ERA), she helped shape its mandate, overseeing nearly $1 billion in clean technology investments since 2009. These investments have advanced environmental goals while creating substantial economic benefits, with ERA projects projected to contribute $7 billion to Alberta’s GDP and generate 46,000 person-years of employment.

Heather’s ability to foster collaboration between industry, government, and innovators has been instrumental to ERA’s success. She played a key role in securing $130 million in federal funding to expand Alberta’s energy efficiency programs and led the development of ERA’s data collection systems, ensuring transparency and measurable impact. Recognized in 2023 by Women in Energy Transformation as one of Canada’s top climate leaders, she exemplifies how financial expertise can drive environmental progress.

Beyond ERA, Heather has provided financial leadership to the Alberta Biodiversity Monitoring Institute (ABMI) since 2013, strengthening accountability and evidence-based reporting. Her mentorship has shaped countless professionals, offering one-on-one guidance and leading CPA development initiatives, including CPA Alberta’s Evolve Conference and business case competitions.

Heather’s community contributions span multiple organizations, including board positions with Kids Up Front Edmonton and the Alberta Mental Health Foundation, and she currently serves as Vice Chair for the Music Mends Minds Society of Edmonton. In 2024, she joined SheBoot, mentoring female entrepreneurs on investment strategies.

Heather’s legacy is one of transformative leadership, bridging finance, sustainability, and community impact to create lasting change in Alberta and beyond.

How has being a CPA impacted you?
My professional journey has not been linear, and I am forever grateful that it has taken many twists and turns, ultimately landing me in my current role where I invest in climate change innovation, which is also anything but linear. My CPA is so much more than a certification, it has been a foundation that has allowed me to continually evolve, take on new challenges, and engage in meaningful work across various industries. The versatility of the designation has been so important. It's given me the ability to pivot when needed, embrace leadership roles, and ultimately find my place in one of the most pressing global challenges—supporting the clean energy transition. It’s allowed me to bring a diverse opinion in and amongst a system of engineers, lawyers, politicians, bureaucrats, and more.

Throughout my career, I’ve found that being a CPA isn’t just about mastering accounting principles or financial regulations; it’s about being a problem solver, a strategic thinker, and a leader. This skillset has given me the confidence to step into unfamiliar territory time and time again, leveraging the core competencies I developed to both accelerate economic recovery and support environmental sustainability. Rather than confining me to one path, being a CPA has allowed me to reinvent myself at various stages of my career and take on opportunities that have found their way to me. It has given me opportunities to grow, build strong teams, and drive meaningful impact. The ability to lead with confidence, backed by the credibility and expertise of the CPA designation, has been instrumental in my professional growth.

What has been most rewarding, however, is where this path has ultimately led me—into the world of clean energy. As the world grapples with the urgent need for sustainable solutions, I am privileged to apply my skills to one of the most important challenges of our time. The clean energy transition requires not only scientific and technological advancements but also strategic leadership, risk assessment, and allocation of capital—areas where CPAs can play a critical role.

Reflecting on my career, I see being a CPA not as a static profession but as a dynamic tool that has allowed me to navigate change, seize new opportunities, and make a tangible difference that will leave us healthier, stronger, and more resilient than we are today.

What is one of the greatest things you’ve learned about leadership?
At its core, leadership isn’t just about making decisions—it’s about people. Relationships are the most important and rewarding investment you can make, but they can also be really hard to navigate perfectly. Gaining the trust and confidence of those around you requires time and energy, which at times may be in limited supply for leaders who have competing priorities. It also requires authenticity and adaptability. Early in my career, I thought leadership meant following a set formula—fitting into what I thought a leader should be. But over time, I’ve learned that to be most effective, I can lean into my own style and way of communicating, while at the same time staying open to change and different perspectives. No two people or circumstances are the same, so being flexible allows me to connect with others in a way that resonates with them while still staying true to my values, which includes being open, transparent, and authentic.

Leadership isn’t about having all the answers—it’s about guiding others, empowering them to grow, and being willing to adjust along the way. When we play to our strengths and work together, progress is possible. Ultimately, success will come from inspiring individuals and organizations to look at existing ideas in new and creative ways.

What advice would you give to others looking to succeed?
Success is not defined in only one measure; it is different for every professional and is an evolving metric for anyone as they continue to move through their career. What you deem as success in your first few years can and should look different than what you consider successful at the later stages of your career. But at the heart of success are a number of core values that remain consistent:

Build a strong foundation, but stay adaptable. The world is constantly evolving and the ability to rely on your base but be open to change will allow you to take on new challenges with confidence.
Seek out diverse experiences. The career paths for CPAs are vast so don’t be afraid to explore different industries, roles or leadership opportunities that come your way.

Embrace continuous learning. The pace of change is accelerating and staying engaged with emerging technology will only enhance your value.

And finally, find meaning in your work. In my case, supporting the clean energy transition allows me to be values aligned with my organization, which keeps me highly engaged and energized day to day. I want to be certain our kids will be proud of the future we’re creating: the world our children need and the one the world is demanding.

Why is it important to you to give back?
I’ve been fortunate in my career to gain experience, perspective, and access to opportunities that not everyone has. Over the years, I’ve developed a strong understanding of business strategy, financial decision-making, and risk—and I know how powerful that knowledge can be when it’s shared. Giving back keeps me grounded. It reminds me of the privilege of my own path and allows me to use what I’ve learned to build stronger communities, create connection, and make a meaningful impact beyond my own work.

Who or what has been instrumental in your success and why?
I have been lucky throughout my career to have had many people who have lifted me up, guided my development, and furnished me with the skills I use today. Having worked in various team environments, I have benefited from learning the art of collaboration and leveraging the strengths of others to increase the overall value to an organization.

Note of thanks
“Thank you to my colleagues—past and present—whose support and encouragement throughout my career have shaped my journey. And to my family, I’m especially grateful for your sense of humor and for keeping me grounded when I need a bit of perspective. Receiving my FCPA is not just a personal milestone—it’s a reflection of the incredible people who’ve stood beside me along the way.”