Contacts

Main accountabilities:

• Strategic planning and development
• Human resources management
• Operational oversight including space, equipment, technology and building security
• Financial oversight
• Relationship management with internal and external stakeholders

Tracy holds a CPA designation.  Her previous positions at UW include Faculty Financial Officer and Faculty Financial Analyst in the Dean of Engineering office.  Prior to joining the University, she was the Accounting Officer for the Waterloo Region District School Board and a Senior Manager at KPMG, Waterloo Office.

Born in Bangladesh, Muhammad completed high school in the UAE and moved to Canada for post-secondary education. He then completed his Bachelor of Commerce at Queen’s University. From there, he moved to Toronto to work at Deloitte’s Assurance & Advisory services, during which time he obtained his CPA, CA degrees.

He then moved back to Kingston again to complete an M.Sc. in Finance before finally completing a PhD in Accounting at the University of Toronto. Following the completion of his PhD, Muhammad joined the City University of Hong Kong as an Assistant Professor and spent two years there before joining the University of Waterloo.

His primary research interests are in capital markets, specifically in the areas of ETFs, executive compensation, and financial reporting. He strives to do research that can have policy implications such as to better shape decision making for capital market participants.

Main accountabilities:

• Organizes and manages all SAF events
• Relationship building with internal and external stakeholders, vendors, and sponsors
• Executing events that deliver on strategic goals and initiatives
• Oversees and manages event budgets
• Event reporting

Jessica is an events and marketing professional who has a passion for bringing people together who share a common goal or interest. You’ll often find her behind the scenes of the SAF events ensuring the school’s vision comes to life. Jessica has an extensive background in event and marketing management through her education, as well as past roles in events for Wilfrid Laurier University, Home Hardware Stores Ltd., and Cowan Insurance Group. In her spare time, she manages the marketing and promotions for the Elmira Maple Syrup Festival, the largest one-day maple syrup event in the world.

Main accountabilities:

• Program Advising
• Program Support
• Administrative Support
• Scheduling Officer for MTax courses
• Marketing and recruiting material coordinator

Joyce has been with the MTax program since 2004 and manages the day-to-day administrative responsibilities and supports to the Director of the MTax program, working out of both the Waterloo and Toronto sites. Joyce has previously held positions within the Registrar’s Office and Centre for Behavioural Research and Program Evaluation.

Main accountabilities:

• Domestic and international recruitment
• Develop and implement digital marketing strategies and video production to aid in program awareness and recruitment
• Organize and manage SAF related recruitment events

Samantha is so passionate about helping perspective students discover their post-secondary path! She is usually found running tours, chatting with students at a variety of events or creating fun, engaging content for our numerous digital platforms! She also runs the SOAP ambassador programs, working with our current students.


For admissions information, please contact: saf@uwaterloo.ca

Main accountabilities:

• Human Resources Management – Oversees Advisors, Program and Scheduling Managers, and Administrative Support team
• Planning and Execution – Academic programs and the related operations and administrative activities that support student success
• Directs Advising Team – Guidance on implementing policy, sensitive or complicated student cases, and academic progression
• Scheduling and Enrollment – Oversees scheduling processes (courses and exams) and enrollment. Forecasts courses and teaching needs.

Academic Advisors are here to help students, staff, and faculty. They advise on many different aspects, including:

• degree and graduation requirements
• academic progression and academic decisions
• adding and dropping courses
• co-op support and sequences
• transfers and exchanges
• examination policies and procedures
• petitions and appeals
• missed assessments
• Incomplete (INC) Grades
• Qualifying Program for Progression (QPP)
• Undergraduate Calendar Changes
• academic support and campus resources
• student engagement activities, such as events

For inquiries or to schedule a meeting with an SAF Academic Advisor, contact safadvisor@uwaterloo.ca. Provide your name and student ID number.

Main Accountabilities:

• Provides on-going support of faculty mentors and students in all external competitions
• Supports the CPA Ontario Centre for Sustainability Reporting and Performance Management (CSPM)
• Digital marketing and media support for SAF
• Provides marketing and communication support for SAF's recruitment strategies

Keidon is the competitions coordinator after working full-time and part-time in the role of  ‘social media and web associate’ for the SAF Communications team as a co-op student since Fall 2019. As a UWaterloo alumni in the Faculty of Health’s Recreation and Sport Business program, Keidon is excited to stay and learn at the University post grad.

Main accountibilities:

• Advises students on co-op planning related to SAF policies and SAF work/study sequences
• Coordinates learning opportunities related to co-op and career development starting with the Launch Your Career conference and the Co-op Ready conference
• Develops new avenues of employment and collaborates with employers and the staff in the Co-operative and Experiential Education Department to bring about value added co-op experiences

Lynn Graham has been a staff member at the University of Waterloo campus in areas such as Public Relations, Recruitment, Anthropology Department, the Centre for Ground Water Research and most recently in the School of Accounting and Finance. In her student services role, Lynn is also involved in Orientation planning, transition activities for students entering university, and the Peer Mentoring Community of Practice on campus.

Academic Advisors are here to help students, staff, and faculty. They advise on many different aspects, including:

• degree and graduation requirements
• academic progression and academic decisions
• adding and dropping courses
• co-op support and sequences
• transfers and exchanges
• examination policies and procedures
• petitions and appeals
• missed assessments
• Incomplete (INC) Grades
• Qualifying Program for Progression (QPP)
• Undergraduate Calendar Changes
• academic support and campus resources
• student engagement activities, such as events

For inquiries or to schedule a meeting with an SAF Academic Advisor, contact safadvisor@uwaterloo.ca. Provide your name and student ID number.

Main accountabilities:

• Strategically guides and implements all alumni outreach and engagement programs
• In coordination with the SAF Communications and External Relations team, leads SAF Advancement communication strategies, including but not limited to, the “uwsafalumni” social media channels, alumni webpages etc.
• Coordinates volunteer opportunities for SAF alumni, including but not limited to, guest speaking, mentorship, networking etc.
• Supports fundraising efforts for the School

Victoria is an alumni relations and fundraising professional, supporting the advancement priorities and initiatives at the School of Accounting and Finance.  A proud UWaterloo alum, Victoria has her Bachelor of Science in Biology, with a minor in Psychology, where during her time as an undergraduate student, Victoria worked in a diagnostic imaging clinic before coming into a co-op position with the Advancement Team at the School of Accounting and Finance.  Since graduating in 2019, Victoria has remained at SAF and is now pursuing her Fundraising Management Certificate from the Chang School of Continuing Education at Ryerson University.

Wenqian specializes in behavioral management accounting research. She obtained her Ph.D. from Georgia Institute of Technology, her Research Master from Tilburg University (the Netherlands), and her Bachelor’s Degree from Fudan University (China). Before academia, she worked at Bain & Company and Allianz Group in Shanghai, China.

As an educator, Miguel King is committed to teaching excellence and student engagement. His teaching background spans 17 years including high-school teacher, teacher-trainer, college instructor, and currently a lecturer at the university level. Additionally, his professional background includes working as an Assistant Registrar at a multi-national testing agency, and as a Junior Psychometrician at the Canadian Securities Institute where he managed a highly effective team of test developers in authoring and analyzing some of the largest financial services exams used across the nation. Miguel currently teaches Business Communication at the university level, combining years of teaching and industry experience to prepare students for excellence in written and oral communication in higher education and beyond.

Miguel has adopted a very student-focused pedagogy. He believes that when he meets struggling students where they are and helps them to develop a healthy relationship with failure, those students can begin to reach their full potential. Miguel also appreciates the unique challenges facing Canada’s large international student population. As an Applied Linguist and certified TESOL practitioner he can identify linguistic barriers and help his students overcome them so they can better focus on content. This highly rated educator is currently co-authoring an open educational resource textbook to make Business Communication even more accessible for students.

Tisha completed her PhD Management (Accounting) at Wilfrid Laurier University. She obtained her graduate degree in Finance from the University of Leicester and is a professional accountant (ACCA, CPA, CGA). Professor King’s research focuses on ethical judgment and decision making within the context of taxpayers. Some of her recent studies investigate how advances in technology, punishment outcomes, and fairness influence tax compliance. She also has a keen interest in ethical issues related to social justice. When Professor King is not doing research or learning with students, she enjoys running, biking, and hiking with her family.

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Main accountabilities:

• Manages the term-by-term scheduling for all AFM, SFM and CFM undergraduate courses
• Collaborates with Program Directors and SAF Advisors for all related programs (AFM, CFM, SFM, Math CPA and Science Biotech CPA) to develop course and exam timetables free from conflict
• SAF scheduling room representative for the AFM program – schedules academic and non-academic room scheduling
• Leads the administrative team that provides main office support, course administration and technical support, exam scheduling process, payroll and related academic operations

• Domestic and international recruitment
• Relationship building and outreach with internal and external stakeholders
• Develop and implement digital marketing strategies and video production to aid in program awareness and recruitment
• Organize and manage SAF related recruitment events

Kelly has a passion for helping prospective students navigate their way through the university application process. You'll often find her chatting with prospective students and parents at SAF/UW recruitment events, DECA events and even grocery stores (true story). She also utilizes her professional background in radio and television broadcasting to produce SAF marketing videos and digital content. For Kelly, the cycle of recruiting students, mentoring them, then cheering them on during convocation is an incredibly rewarding experience.
 

For admissions information, please contact: saf@uwaterloo.ca

View Jennifer Roedding's profile on the HUB for Sustainability Integration website.

Main Accountabilities:

• Responsible for student recruitment, engagement, academic advising, alumni relations, and employer development.
• Handles the day-to-day operations and management of the program.
• Responsible for recruiting future students into the CFM program.
• Connect with students at campus and off-campus events, responding to student inquiries, managing confirmation strategies, and developing communications.

Please contact bcfm@uwaterloo.ca for CFM academic advising

Academic Advising

For inquiries or to schedule a meeting or call with an SAF Academic Advisor, contact safadvisor@uwaterloo.ca. Provide your name and student ID within your message. 

Mingyue Zhang is an incoming Assistant Professor of Accounting at the School of Accounting and Finance at the University of Waterloo. She is broadly interested in empirical capital market research in accounting, with a special focus on financial disclosure, intangible assets, and environmental, social, and governance (ESG) issues. Her research is published in leading journals such as The Accounting Review.

Mingyue earned her Ph.D. in Accounting from Rotman School of Management at the University of Toronto, and Master of Professional Accounting from Singapore Management University. Prior to joining the Ph.D. program, She accumulated work experience in accounting firms as an Auditor. Mingyue is also an affiliate of the Association of Chartered Certified Accountants (ACCA).