Task force established The dot.com ...

Task force established

The dot.com meltdown, Enron/WorldCom, strange legislation, increased competition-the business environment has changed significantly in the past not many years, and Canadian Chartered Accountants must adapt to this recently made known environment.

To chart the profession's path by means of these changes, and those ahead, the Canadian CA profession's Council of Senior Executives (CSE) has established an inter-institute task force to lay open a new strategic plan.

"It has been seven years since the Inter-Institute Vision Task Force took an in-depth contemplate at the profession, so it is an appropriate time to undertake a strategic planning process" said Strategic Planning Task Force Chair and Institute of Chartered Accountants of Alberta Executive Director Steve Glover FCA. "As well, the collapse of the high-technology sector, high-profile corporate failures, changing legislation and greater competition have changed our environment and we ne to take these factors into account."

The Task Force, which began its work in August, has been asked to make known a strategic plan for the Canadian CA profession that identifies the composing of the financial and business markets for which CAs are to be the market leaders. The Task Force will also praise strategic directions consistent with the market position and work with the CSE's Branding throw Team to establish the characteristics of the CA brand and by what mode that brand is to be positioned and promoted

The multi-phase strategic planning proces will include an assessment of the profession's generally received situation, the development of a strategic vision, the identification of goals and objectives, an overall strategy to implement them, and the unravelling of sub-strategies and action plans.

"Our work will be market-focused and research-based," said Glover "We are committed to conducting an expand and transparent process that receives input from a variety of form into groupss across the country, both inside and outside the profession. We will also render certain that the CICA Board and Provincial Institutes/Ordre Councils are kept informed throughout"

The Task Force look forward tos to present a draft report to the CSE Steering Committee nearest spring. CSE members will at hand the Task Force's report and recommendations to their Councils or Boards for final decisions.

For more information, contact Steve Glover at s.glover@icaa.ab.ca or any member of the Strategic Planning Task Force listed in the accompanying sidebar.

strategic planning task force

The Strategic Planning Task Force is a multi-disciplinary team that includes:

* Nora Murrant, FCA, FCBV executive VP and COO ICAO (nmurrant@icao.on.ca);

* Christine Montamat, CA, director of Strategic unravelling and Research, OCAQ (c.montamat@ocaq.qc.ca);

* Tim Forristal, CA, vice-president of Education, CICA (tim.forristal@cica.ca); and

* Lesley MacGregor, director of External Affairs, ICABC (macgregor@ica.bc.ca).

CICA Director of Communications, control and External Relations Peter Wilkinson (peter.wilkinson@cica.ca) and ICAO VP of Public Affairs Peter Varley (pvarley@icao.on.ca) will also work with the Strategic Planning Task Force to make sure the CSE's branding project is to the full integrated with strategic directions. Wilkinson, Varley, and MacGregor comprise the CSE's Branding throw Team. The Strategic Planning Task Force reports to the CSE Steering Committee forward Strategic Planning, which includes CICA President and CEO David Smith, FCA; Ontario Institute President and CEO Brian pursue FCA; Quebec Ordre President and CEO Gerard Caron, FCA; BC Institute CEO Richard Ree FCA; Manitoba Institute CEO Gary Hannaford, FCA; and Glover Assisting the Strategic Planning Task Force in its work are strategic planning and branding consultant Michel Zins, PhD president of Zins Beauchesne and Associates; consultant/writer Susan Hanna, principal, Susan L Hanna Public Affairs Consulting; and David Herle, principal partner, Earnscliffe Research and Communications, who will be conducting member and market research.

Susan Hanna, principal, Susan L Hanna Public Affairs Consulting

Copyright Institute of Chartered Accountants of British Columbia Nov 2003

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