CAAA Ethics Workshop

Halifax skyline at night with bridge

27th Annual Workshop at the CAAA Conference in Halifax

Thursday, June 13, 2024 | 8:30 am - noon

The Centre for Accounting Ethics is pleased to invite all CAAA Conference attendees to its annual Workshop.  The workshop will be held in conjunction with the CAAA Annual Conference. 

Ethical Tax Planning and Social Justice: Navigating Decisions for Equitable Outcomes 

This year, our workshop, “Ethical Tax Planning and Social Justice: Navigating Decisions for Equitable Outcomes,” promises engaging discussions and insights into the evolving ethical landscape faced by today's accountants.


8:00 - 8:30 Breakfast
8:30 - 8:45 Welcome & Announcements
Seda Oz, Centre for Accounting Ethics
8:45 - 10:15

Navigating Ethical Challenges in Tax Planning
John Oakey, Vice President of CPA Canada, Taxation

Discussion about the perception of tax planning and the responsibilities we have as CPAs based on our professional code of ethics.

10:15 - 10:30 Break
10:45 - 12:00

Bridging Ethics and Practice in Accounting
Tisha King, Assistant Professor of Accounting, University of Waterloo

Exploration into how ethical decisions are influenced by societal expectations, specifically addressing the effects of diversity, equity and inclusion (DEI) on accounting.


Closing Remarks
Seda Oz, Centre for Accounting Ethics

We welcome all CAAA conference participants and will start our workshop with breakfast. Although the workshop is free to conference attendees, we ask you to register on the conference registration form and, in particular, check off whether you will be requiring lunch so we can keep our food order reasonably accurate.  

If you have any questions, please contact Krista Fiolleau or Jenny Rothwell at

Speaker Bios

John Ockey photo

John F. Oakey, CPA, CA, TEP, CC
Vice President, Taxation
Chartered Professional Accountants of Canada (CPA Canada)

As Vice-President of Taxation, John leads CPA Canada’s Tax group, which influences the development of an equitable, effective, and efficient tax system in Canada, as well as delivers practical information and fresh perspectives on tax to members and the broader tax community.

 A strong proponent of tax education, John also aims to increase CPA Canada’s reputation as the preeminent provider of core tax education in Canada. John serves as a spokesperson for CPA Canada, both domestically and internationally, and acts in the public interest, providing tax-related information and perspective. He leads committees and working groups, consulting with the federal government regarding the development and administration of federal tax policies, while also providing thought leadership and education to CPA members.

Previously, John was Baker Tilly Canada's National Tax director, driving key tax advisory initiatives to support practitioners across its network. An accomplished leader and trusted advisor, John also provided tax training to other professionals through various organizations, including the Canadian Tax Foundation, CPA Nova Scotia and CPA Canada.

John has written and presented numerous articles and papers over his career and has presented at many national conferences, including several Atlantic Tax Conferences. During the pandemic, John wrote many tax related articles pertaining to government relief measures and legislation.

Tisha King photo

Tisha King PhD FCCA, CPA, CGA
Assistant Professor of Accounting
University of Waterloo

Tisha King PhD FCCA, CPA, CGA is an Assistant Professor at the University of Waterloo. She specializes in behavioural research that largely focuses on ethical judgments and decision making. Professor King's research examines topics including how advances in technology, punishment outcomes, and fairness influence taxpayers' decisions to comply with tax law. She also explores ethical judgments related to social justice issues. In her free time, Tisha enjoys running, biking, and hiking with her family.

Previous Workshops

2023:  Changing Education Through New Technologies:  ChatGPT, AI, RPA, and Alteryx.  Professor David Wood, Brigham Young University, led the group through an active hands on experience with these tools and provided teaching materials that can be used in the classroom.  

2022:  Incorporating Environmental and Social Reporting into Curriculum.  Vern Albush, Director Sustainability, Federated Cooperatives Limited, spoke about environmental and social needs within the workforce.  Professor Blake Phillips, School of Accounting and Finance, University of Waterloo spoke about a new undergraduate program at the School - Bachelor of Environment and Financial Management.

2021:  Issues of Diversity Facing Accounting Academics.  Professor Maureen Sterling from the Odette School of Business discussed her joint work with Professor Russell Evans, also from the Odette School of Business, on addressing issues of indigenizing accounting courses.  Dr. Bertrand Malsch, from the Smith School of Business, discussed issues of diversity in accounting research publication.  Stephanie Fox, VP of Financial Reporting & Assurance Standards Canada and Executive Sponsor for Diversity, Equity and Inclusion Council for CPA Canada, highlighted the issues facing the accounting profession in the area of diversity and inclusion.

2019:  Data privacy protection in a world of Big Data.  The workshop focused on data privacy protection in a world of Big Data; What business schools (and more specifically, accounting faculty) need to teach their students to prepare them to identify privacy issues and safeguard their clients, customers and employers from violations of privacy when working with data.  Presentations by Deborah Evans, Chief Privacy Officer at Rogers Communications; Jonathan Joynt, Senior Investigator and Breach Response Officer, Office of the Privacy Commissioner of Canada

2018:  Plagiarism and academic misconduct in higher education.  Harp Bagri, CPA, CA, Director – Outreach - CPA Western School of Business; Elaine Geddes, Former Associate Dean, Alberta School of Business; and Linda Robinson, Director of the Centre for Accounting Ethics of the University of Waterloo, Continuing Lecturer in Assurance discussed their thoughts and experiences.  The participants shared their experience and thoughts through table discussions.

2017:  Ethics in the Classroom:  Engaging students and delivering quality professional ethics education was presented by Dr. Greg Andres, University of Waterloo.

2016:  Discussion of the ethical consideration associated with Big Data was presented by Daniel O'Leary from University of Southern California.