ATAP Seminar Speakers

Joanne Sigurdson

Faculty, Knowledge Bureau

Joanne SigurdsonAlmost 30 years of work in business, as an entrepreneur in building companies and as well as at Senior Executive levels of several private and public organizations, Joanne enjoys an extremely fulfilling career as an Executive Coach helping leaders achieve their personal and professional best.  As a trained and highly skilled communicator Joanne is able to work with busy Executives to quickly establish where they are at in their business career, where they want to go, and what it will take to get them there.

With over 4 years of direct coaching of leaders in organizations ranging in size from $.5 Million to $300,000 Million in sales, Joanne uses a strategic focus to help leaders identify their personal and organizational leadership challenge and opportunities. Having successfully lead several organizations through significant change, there are few leadership challenges that she has not dealt with either within her own organizations or with the leaders she has assisted.


Jenifer Bartman, CPA, CA, CMC

Faculty, Knowledge Bureau

Jenifer BartmanJenifer Bartman, CA, CMC is the lead instructor and author of four certificate courses in the Knowledge Bureau Master Financial Advisor Designation Program in succession and business planning and five certificate courses in the new Executive Business Builder Designation Program.

Founder and Principal of Jenifer Bartman Business Advisory Services, the firm provides advisory and contract executive services to companies in the early, financing, growth, and transition stages of development. Service areas include business and succession planning, marketing and expansion strategy, financing readiness, financial analysis, and executive coaching.

An experienced senior executive, she held the broad based role of Vice President & Chief Financial Officer of ENSIS Management Inc., a venture capital fund manager, for over nine years. Prior to this role, Ms. Bartman worked as a management consultant, providing consulting and business advisory services to organizations across a wide range of industries.


Ryan Mallough

Ryan Mallough

Canadian Federation of Independent Business (CFIB)

Ryan Mallough is the senior policy analyst, Ontario, with the Canadian Federation of Independent Business. Ryan has been with CFIB for three years, beginning in communications the national media writer before transitioning to the legislative and policy side of the organization. Ryan’s key files focus on Bill 148, energy, and the cannabis legalization framework. He has a bachelor’s in political science from the University of Ottawa and a master’s in journalism from Western University.

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Walter Williams, CPA, CA, CBV, CIRP, CEPA

Partner, Vine Group

The managing partner with Vine & Partners LLP, Walter is a Chartered Accountant, Chartered Business Valuator (CBV) and Certified Exit Planner. His specialized areas of expertise all combine to offer clients a diverse set of skills that will assist in developing innovative strategies to grow and preserve their businesses.

The enhancement, preservation and monetization of a business’ value are the most critical considerations for any business owner. Walter, in utilizing his CBV expertise can assess opportunities for a business to enhance and grow its value. The Exit planning skills and experience assist in providing guidance and strategies for the eventual sale or transition of our clients’ businesses.

Walter has had opportunities to work with many entrepreneurs in a wide spectrum of industries. With his team at Vine, he has embraced and recognized that personalized service, attention to detail and the provision of innovative solutions are basic expectations of any entrepreneur.

Walter has been a regular guest on 1010 Radio ask the expert for the past 3 years. Walter’s show focuses on tax, valuation, accounting and business transition topics that are of interest to the entrepreneurial radio listeners. In addition Walter has spoken on various tax and business issues on behalf of BMO, World Source Financial and various regional government presentations.

He continues to enjoy the privilege of working with entrepreneurs in applying his experience and knowledge acquired in over 30 years of servicing small and mid-sized businesses.


Evelyn Jacks, MFA, DFA-Tax Services Specialist

President, Knowledge Bureau

Evelyn JacksEvelyn is Canada’s most respected educator in tax and financial literacy and one of Canada’s most prolific financial authors. She has penned 52 best-selling books on tax preparation and tax efficient family wealth management. She was recently named one of the Top 25 Women of Influence in Canada for the second time.

Evelyn is also the Founder and President of Knowledge Bureau, Canada’s leading national post-secondary educational institute for continuing professional development in the tax and financial services.

Knowledge Bureau is the publisher of certificate courses leading to the prestigious MFA™ (Master Financial Advisor) designation, which provides core specialization opportunities in tax, retirement, business succession and estate planning for multi-disciplinary practices.

Evelyn has been influential in advising governments on tax and financial literacy policies. She was appointed by former Finance Minister Flaherty to the Federal Task Force on Financial Literacy, and by the Premier of Manitoba to the Lower Tax Commission, to advise on the direction of the provincial tax regime. Recently she has co-founded the Manitoba Financial Literacy Forum in partnership with the Manitoba Securities Commission, dedicated to increase financial literacy in that province.

She is also a well-known national commentator, keynote speaker and budget analyst who has written thousands of articles, most recently in MoneySense Magazine, the Toronto Star and for the Toronto Stock Exchange. She appears regularly on CBC Newsworld, CTV News, BNN and regional television and radio outlets.


Jim Ruta

Faculty, Knowledge Bureau

Jim Ruta

Jim Ruta is one of Canada’s top financial industry keynote speakers, emcees and coaches. Retired as executive manager of one of Canada’s largest and most successful professional financial advice agencies, today he inspires action, professionalism and high performance with his entertaining and educational presentations developed through real experience.

They call him “The Re-Energizer” because he ignites the motivation to be successful in new and experienced advisors and managers alike. It comes naturally to Jim because he is one of those rare advisor coaches and speakers who learned the art of high performance from actual experience as both a successful agent, starting at age 22, starting and operating two general agencies and as manager of one of Canada’s largest insurance agencies with 250 agents and 15 managers in the heart of Canada’s financial district by age 40.


Carla TancrediCarla Tancredi

Fitzii Inc.

As the dedicated Hiring Advisor for CFIB members at Fitzii, Carla has worked with hundreds of small businesses to improve hiring. Beyond her passion for helping small businesses, Carla performs in amateur theatre and sings in a women’s choir, so don’t be surprised if she sings about hiring success in this lively session.


Angela Templeton

Dan Lawrie Insurance Brokers

Angela TempletonAngela has been helping clients understand their insurance portfolios for over 31 years. Angela became a member of the Dan Lawrie Insurance team in 2004 as a Commercial Client Service Broker.  Angela is well versed in all aspects of Risk Management and Commercial Insurance. Whether it be product related, contract reviews or advocating on a claim, Angela provides exceptional client service and is a key member of our team. In working with you, she will continue to ensure that your insurance program is comprehensive and achieves the desired risk transfer with competitive pricing.


First and foremost, Angela has a passion for our clients, to ensure we meet your highest standards of service excellence. Your satisfaction means everything to us!
 


Shawn O'Connor

Kelly Santini LLP

Shawn O'ConnorShawn O'Connor practices commercial, employment and insurance litigation, and has appeared in all levels of Ontario Courts as well as the Federal Court of Appeal. Shawn has extensive experience with the Workplace Safety and Appeals Tribunal and he regularly advises insurers on Statutory Accident Benefits matters. He advises builders and home owners on construction lien claims and building deficiency claims brought before the Courts and at arbitration hearings.

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