ATAP Seminar Speakers
Jenifer Bartman, CPA, CA, CMC, MFA
Faculty, Knowledge Bureau
Jenifer Bartman, CPA, CA, CMC, MFA-Executive Business Growth Specialist™, is the Founder and Principal of Jenifer Bartman Business Advisory Services
Jenifer assists companies in transition (i.e., early, financing, growth, and succession stages). Service areas include business and succession planning, growth strategies, financing readiness, executive coaching, and performance improvement.
Jenifer is well known for her venture capital and early-stage financing expertise, having been an executive in the industry and an advisor to many young companies.
Walter Harder, BSc, DFA
Faculty, Knowledge Bureau
Walter Harder has achieved his Master Instructor Certification with Knowledge Bureau by participating in a number of required milestones, including attainment of his DFA-Tax Services Specialist designation, preparing analysis, software development and writing for Knowledge Bureau Report, online course beta testing, student and instructor support and mentorship, course creation and updating, student teaching, lecturing, participating in content development and lecturing at marquis events at the Distinguished Advisor Workshops and Conference and for corporate clients of Knowledge Bureau.
He has also worked as a lead researcher and personal tax content contributor to EverGreen Explanatory Notes.
Walter Harder is President of Walter Harder and Associates, specializing in tax research, and business building tool development.
In addition to preparing T1 returns for clients, Walter provides tax web tools development for Knowledge Bureau and is the co-author of several of Knowledge Bureau’s certificate courses: Income Tax Filing Fundamentals; Personal Tax Filing and Planning; Advanced Tax Filing and Planning; Tax Accounting for Proprietorships; Tax Accounting on Death of a Taxpayer; Fundamentals of Filing Trust Returns .
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.
Alan Rowell, RWM, MFA, DFA-Tax Services Specialist
The Accounting Place
Alan brings over 40 years of practical business experience in the tax and financial services industries, specializing in working with, individuals and small to medium size businesses by providing accounting, taxation and business consulting services that are unique to each client.
He has specific expertise working with financial advisors and their individual clients in bringing a tax perspective to investment, retirement and succession planning and is recognized as one of Canada’s leading tax services specialists. Alan is a regular commentator at CHCH – TV and has been featured in several national media interviews.
Since 1999, when Alan formed The Accounting Place, he has saved small business owners literally hundreds of thousands of dollars in income taxes through his savvy interpretations of the tax laws and his ability to help individuals and business owner’s structure, operate and organize their financial affairs to their best overall advantage.
CFIB (Canadian Federation of Independent Businesses)
Ryan Mallough is the Director of Provincial Affairs, Ontario with the Canadian Federation of Independent Business.
Ryan joined the federation in 2015 with the communications team before moving over to the Ontario advocacy team in 2016.
He is currently responsible for the cannabis, electricity, environment, and municipal files.
Ryan graduated from the University of Ottawa in political science before achieving his masters in journalism at Western University.
Vladimir Solokhine, CFP®
Lazar-Wealth Succession Strategies
Vladimir Solokhine has been working in the financial services industry since 1994.
Vladimir had the privilege of working in an insurance company, a major bank, a mutual funds company, and a non-profit financial institution. This diversified career gave him a unique opportunity to get hands-on experience in all four major areas of financial planning: lending, investing, risk management, and day-to-day banking.
Vlad obtained his Certified Financial Planner designation in 2005. In 2011 he resigned from the senior management role in a major bank to pursue and grow his own financial planning practice.
Being a business owner, Vlad concentrates on the risk management and the estate transfer areas specific to the Canadian business owners.
Nicole Winter, PCP
Payroll Solutions International Inc.
Nicole J Winter, PCP, is a certified payroll practitioner and the global accounts manager of Payroll Solutions International Inc. a Canadian owned global payroll company based in Guelph, Ontario.
Nicole has made several public presentations on various subject matter to several professional organizations over the past five years and has written many articles for professional publications.
Nicole is a subject matter expert on employment standards, employer benefits and payroll management.
Director of Marketing of REMITR
Siavash Ghazvinian is the Director of Partnerships at REMITR. In his role, he helps businesses of all sizes with their domestic and international payment needs. REMITR partnerships range from small accounting firms that want to increase visibility, to implementing payment solutions for multinationals.
Ask him how he can help you with your business needs!