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: 949

Monthly communication reports in the last 6 months: 5

Version 37 of 165 (2013-04-15 to 2014-04-15)

Registration versions:

Version 37 of 165 (2013-04-15 to 2014-04-15)

Lobbying Information

Subject Matters

Education
Environment
Financial Institutions
Immigration
Industry
Internal Trade
International Trade
Labour
Small Business
Taxation and Finance

Subject Matter Details

Legislative Proposal, Bill or Resolution

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

Policies or Program

Adoption of XBRL-Canada business reporting tool
Competition Bureau Report on Study of Self-Regulating Professions with respect to chartered accountants
Discussion and input on public policy options with respect to reform of Canada's retirement savings/pensions system
Dual-designation certification program (CMA/CPFA) for public servants. CPFA is a British-based designation that is now offered with CMA to all levels of government in Canada. CMA is a Certified Management Accountant and CPFA is a Certified Public Finance Accountant.
Government management practices and comptrollership. Education of public sector for comptrollers to work in government financial positions. Promoting excellence in comptrollership in the public sector
Interested in working with federal government on national/international programs with regard to professional foreign credential recognition.
Interested in working with federal government on programs with regard to financial literacy
Monitoring and making representation on Canada Revenue Agency administrative practices related to third party liability provision enforcement.
Red Tape Reduction and submission/recommendations to the Red Tape Commission
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.
Web Trust and Sys Trust assurance services with respect to recommendations for system reliability, ecommerce and certification audits

Regulation

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

Communication Techniques

Written communication
Oral communication

Government Institutions

Bank of Canada
Canada Revenue Agency (CRA)
Citizenship and Immigration Canada
Environment Canada
Finance Canada (FIN)
Financial Transactions and Reports Analysis Centre of Canada (FINTRAC)
Foreign Affairs and International Trade Canada (DFAITC)
House of Commons
Human Resources and Skills Development Canada (HRSDC)
Industry Canada
Justice Canada (JC)
Members of the House of Commons
Office of the Auditor General of Canada (OAG)
Office of the Information and Privacy Commissioner (OIPC)
Prime Minister's Office (PMO)
Privy Council Office (PCO)
Public Works and Government Services Canada
Revenue Canada (RC)
Senate of Canada
Statistics Canada (StatCan)
Treasury Board Of Canada Secretariat (TBS)

In-house Organization Details

Description of the organization's activities

The Chartered Professional Accountants of Canada (CPA Canada) is the national organization representing the Chartered Professional Accountant (CPA) profession in Canada. The Canadian Institute of Chartered Accountants (CICA) and The Society of Management Accountants of Canada (CMA Canada) created the organization on January 1, 2013, to support unification of the Canadian accounting profession under the CPA banner. CPA Canada 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 and develops continuing education programs.

Responsible officer name and position during the period of this registration

Kevin Dancey, President and Chief Executive Officer

Organization's membership or classes of membership

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

Government funding

End date of the last completed financial year: 2013-03-31

List of Government Funding
Government Institution	Funding Received in Last Financial Year	Funding Expected in Current Financial Year
Human Resources and Skills Development Canada (HRSDC)	$113,012.00	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

Tashia Batstone, Vice President, Education | No public offices held
Gord Beal, Director, Guidance and Support | No public offices held
Nigel Byars, Executive Vice President | No public offices held
Nicholas Cheung, Principal | No public offices held
Kevin Dancey, President & CEO | Public offices held
Gabe Hayos, Vice President Taxation | No public offices held
Jylan Khalil, Director, CA Qualification | No public offices held
Tobin Lambie, Media Manager | No public offices held
Brian Loney, Director, Member Services | No public offices held
Elly Meister, Director, Government Relations | No public offices held
Greg Shields, Director, Auditing and Assurance Standards | No public offices held
Joy Thomas, Executive Vice President | No public offices held
Doretta Thompson, Principal, Education and Communications | No public offices held
Heather Whyte, Vice President, Communications and External Relations | No public offices held
Cairine Wilson, Vice President, Member Services | 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

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
Assistant Deputy Minister of Finance Ministry of Finance, Tax Policy Branch	July 1993 to April 1995	Not a designated office
Special Advisor to the Assistant Deputy Minister of Finance Ministry of Finance, Tax Policy Branch	July 1985 to June 1987	Not a designated office

Date Modified:: 2026-05-11

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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 37 of 165 (2013-04-15 to 2014-04-15)

Version 37 of 165 (2013-04-15 to 2014-04-15)

Subject Matters

Subject Matter Details

Legislative Proposal, Bill or Resolution

Policies or Program

Regulation

Communication Techniques

Government Institutions

Description of the organization's activities

Responsible officer name and position during the period of this registration

Organization's membership or classes of membership

Government funding

In-house Organization Contact Information

Employees who lobby for the organization