PROFESSIONAL QUALIFICATIONS


2002 World Bank Workshop
Bank Risk Management

2001 World Bank Workshop
Regulation of Non-Banking Financial Institutions

1999 Arbitration and Mediation Certificate
Faculty of Law University of Windsor

1999 Kyrgyz Society of Accountants and Auditors (OBA)

1998 Partners and Directors Course
Fellow of the Canadian Securities Institute*

1993 Certified Investment Manager* (Honours)

1986 Certified General Accountant (Finance Option)

1972 M.A. University of Toronto in Social Anthropology

1971 B.A. University of Windsor in Social Anthropology
* Through the Investment Dealers' Association

CAREER HISTORY

January-March2003 Strengthening Corporate Governance and Judicial Reform
Asian Development Bank/Checchi
Accounting and Auditing Specialist
Kyrgyz Republic

C Working with the Centre for Corporate Development I reviewed compliance of major industries with International Accounting Standards and assessed the ability of the financial regulatory agencies to determine and enforce compliance with IAS.

December 2002-April 2004 FIRST Initiative for Strengthening Financial Sectors
(World Bank/DFID/CIDA)/Deloitte Touche Emerging Markets and IBTCI
Expert in Accounting Reform, International Accounting Standards, auditing and training
Indefinite Quantity Contract
World Wide

June 1999-Sept. 1999 USAID/Carana
June 2000-August 2000 Consultant/Chief of Party
Bishkek Kyrgyzstan/Tashkent Uzbekistan

* led the Carana/USAID staff in achieving critical mission objectives in the Kyrgyz Republic .We are achieving country>wide integration and acceptance of international accounting standards and practises and assisting in the conversion of private sector MIS to IAS compatible processes.

* trained university accounting/economics instructors and industry employees working in the Kyrgyz Republic and Uzbekistan in western accounting practices, auditing & international accounting standards .



Aug. 1981-December 2002 North Island College
College Professor in Business and Economics
Chair of Business Department 1986-88, 1990-1993


* selected and directed instructional staff in the Entrepreneurial Training Program and Small Business Management Program at North Island College.

* coached North Island College business team to finalist position in a province-wide business simulation exercise (1988).

* Union Organizer North Island College Faculty Association.

* authored distance education courses in the fields of Business Planning and Business Microcomputer Applications.

* initiated career certificate programs in Accounting, Sales Management and Entrepreneurial Skills. I successfully applied for extra-budgetary financing through the Federal Government to finance the operation of these courses and to subsidize student participation.

* negotiated acquisition and transfer of credit for business courses with their source institutions and with professional associations.

* instructed a wide variety of accounting, economics and business management courses at N.I.C..

* oversaw on a college-wide basis several accounting courses, business communications, personnel management and small business planning courses.

* prepared and instructed seven sections of undergraduate university courses concerned with Introductory Anthropology and Contemporary Native Issues at the first through third year levels.

* directed and facilitated major community conferences and board retreats as a paid co-ordinator.

* supervised graduate students enrolled with the Canadian Institute of Management and accounting students enrolled in Accounting Theory with my professional association.

* critiqued and authored examinations for the Society of Management Accountants.

* lead business training programs for Native Canadians located in isolated reserve communities. Approximately 20-25% of the business students at North Island College are of Native Descent.




July 1984- February 1992 Island West Investments & Alberni-Clayoquot
Development Society
President (A.C.D.S. 1990-91),Treasurer (A.C.D.S.
1987-89), President (I.W.I.C. 1985-86)

* evaluated and approved commercial loan applications at A.C.D.S. where I was responsible for authorizations of loan proceeds (Max. signing authority *75 000). Monitor/Review accounts in commercial loan portfolio

* responsible for the internal audit and accounting review functions at A.C.D.S. and I.W.I.C. My first review in February '88 resulted in the firing of the general manager

* facilitated development of accounting controls and procedures at A.C.D.S. and I.W.I.C. along with a concomitant M.I.S..

* supervised hiring and dismissal of management staff at A.C.D.S. and participated in annual management reviews.



May 1979-July 1981 Business Development Bank of Canada (formerly F.B.D.B.)
Management Services Officer 1 & 2

* prepared business financial assistance plans, commercial credit applications and sourced joint financing arrangements with other federal & provincial agencies with the Canada Development Bank .on behalf of pre-I.P.O.entrepreneurs

* implemented internal staff training at the Business Development Bank of Canada.



Feb. 1977-Dec. 1978 Caron-Christen Commodities Ltd.
Branch Manager

* marketing management of institutional commercial and personal investment commodity and foreign exchange brokerage accounts at Inter-Provincial Co-operative, Freiburg & Co. and Caron-Christian Commodities. I increased revenues 50% over predecessors

* managed sales and office staff at Caron-Christen Commodities and management services staff at the Business Development Bank of Canada.




May 1975-Sept. 1976 University of Windsor & Laurentian University
Lecturer & Faculty Counsellor



April 1973-May 1975 Freidberg & Co. & Interprovincial Co-operative
Broker in commodities and fiduciary instruments



* represented the Saskatchewan Wheat Pool at the meetings of The Institute of Edible Oil Foods

* analysed commercial hedging procedures of a major Canadian grain and oilseed processor leading to improved profit margins.



PROFESSIONAL & COMMUNITY INVOLVEMENT

1999 British Columbia Arbitration Institute Member
1993 Canadian Association of International Development Consultants Member

1992 Commonwealth of Learning Fellowship Recipient

1985-1987 Upper Vancouver Island Chapter C.G.A. of B.C.
Director

1980-1982 Kamloops Law Society (legal aid & information)
Director



Research and Publications

1983 North Island College Small Business Planning
1986 North Island College Business Microcomputer Applications

* researched and compiled a 65 000 word report concerning economic development in South Asia.

* programmed a spreadsheet based microcomputer tax application for Apple computer users.

* planned and carried out market research studies concerned with the introduction of several commodity futures contracts in the Canadian financial markets.

* designed, implemented and assessed a survey of the clientele of a Windsor social service agency.

* surveyed wage/job characteristics for office management and clerical staff at A.C.D.S..

* consulting services provided in financial and management areas while employed by F.B.D.B., Newport Marketing Consultants and my own firm.