Thought leadership stories

For Global Entrepreneurship Week, the University of Waterloo is spotlighting some incredible entrepreneurs making a difference for humanity and our world.

School of Accounting and Finance (SAF) alum Jade Choy (BAFM ’17) co-founded Epoch alongside her brother Keith Choy (BAFM ’16, MAcc ’16) and close friend Michael Miller. Like many of her Accounting and Finance peers at Waterloo, Choy was on a more traditional career path — aiming for a future in management consulting. However, a side project related to non-profit work sparked a much larger idea, one that would eventually evolve into Epoch.

Learn more about The School of Accounting and Finance's newest Advisory Council Chair, Lana Paton.

SAF PhD student Jillian Adams is recognized for her achievements as the 2024 Faculty of Arts valedictorian.

Chen is the very deserving 2024 School of Accounting and Finance (SAF) valedictorian of 2024. She is completing her degree on the Dean’s Honours List and is graduating with a Bachelor of Accounting and Financial Management (AFM, with both a Professional Accountant Specialization and Financial Leadership Specialization. She is currently pursuing her Master of Accounting degree, with a convocation in 2025.

What is sustainability? Is it a trend, a buzz word or a real solution to many of the climate, economic and social issues we’re facing today? 

With our inaugural Hub for Sustainability Integration Conference coming up next month, we sat down with expert Jennifer Roedding to help paint a clearer picture of how leaders can integrate sustainability into their businesses and see larger profits in the long run.

Dr. Tisha King, professor at Waterloo’s School of Accounting and Finance, collaborated on a research project to find and pay homage to Canada’s first Black accounting professionals in honour of Black History Month.

The School of Accounting and Finance's Student Venture Fund (SVF) had the honour of hosting University of Waterloo President Vivek Goel last week.

In the digital age, a new Twitter strategy can have implications for a healthy bottom line. How companies handle customer complaints on social media plays a critical role in their customer-focused performance management systems. However, there has been a notable lack of descriptive information related to assessing managerial performance based on the handling of online complaints.

Congratulations to School of Accounting and Finance professor Ranjini Jha, recipient of the 2023 Arts Award for Excellence in Service!

Established in 2012 by then-dean Doug Peers, the Arts Awards for Excellence in Service, Teaching and Research recognize exceptional contributions made by faculty, staff, and students in the Faculty of Arts. This is the 11th anniversary of the Arts Awards and more than 30 members of the Arts community were nominated by their chairs, supervisors, and colleagues.

Recipients of the 2022 Outstanding Performance Award have been named and include three School of Accounting and Finance faculty members: David Ha, Deborah Kraft and Daniel Rogozynski.

In fast-paced and often rapidly changing work environments, employers continue to seek new and improved ways to recognize employees in the workplace. However, new research from the University of Waterloo suggests that public peer recognition may backfire by enabling comparisons among employees, and these comparisons may make some employees feel unfairly treated.

Krista Fiolleau, associate professor in the School of Accounting and Finance (SAF) has recently published a chapter titled “The professional responsibility of accountants as re-defined by the inclusion of the NOCLAR standard in the Code of Ethics” within the Research Handbook on Accounting Ethics alongside co-authors Pier-Luc Nappert from Université Laval and Linda Thorne from the Schulich School of Business.  NOCLAR, an acronym meaning non-compliance with laws and regulations is discussed extensively throughout the chapter.

From becoming the first member of her family to graduate from university, Ranjini Jha now educates other students as a professor of finance at the University of Waterloo.

Currently, Ho works as an associate in private equity at Brookfield Asset Management and he attributes the start of building his investor mindset to his experience at the University of Waterloo with the Student Investment Fund (SIF). SIF gave him and other SAF students the unique opportunity to invest with real money and get hands-on-training in equity valuation and portfolio management with guidance from industry experts and faculty mentors. This taught him about value investing that he then applied to his co-op role as private equity analystat the Ontario Teachers’ Pension Plan and when competing in the CFA Institute Research Challenge.

Mingyue Zhang is an assistant professor of accounting at the School of Accounting and Finance at the University of Waterloo.

She earned her PhD in Accounting from the University of Toronto (Rotman School of Management) and Master of Professional Accounting from Singapore Management University. She is also an affiliate of the Association of Chartered Certified Accountants.(ACCA)

by Alyana Versolatto

The School of Accounting and Finance (SAF) is pleased to share that professor Efrim Boritz was inducted this year into the Canadian Accounting Hall of Fame for his extraordinary contributions to the accounting profession. During Boritz’s illustrious 40-year career at the University of Waterloo, he has been a prolific writer and researcher with 24 books and monographs to his credit and over 40 articles in refereed journals. His research involves investigating areas of professional practice in external auditing and internal auditing which rely on the exercise of professional judgment.

Cyber-attacks and data breaches are of great concern for data-sensitive organizations. These organizations are adept at safeguarding data but fail in safeguarding against cyber-attacks. Phishing is a semantic attack that deceives email users into clicking on the embedded link or attachment in an email. The goal could be to induce the email users to subsequently give away sensitive information, enable malware that can steal passwords, or install a backdoor into the user’s system and encrypt the users’ data. Phishing imposes a great risk on these organizations for two reasons. First, even a non-vital position in which employees likely perceive little cyber risk, if being attacked, could cause significant economic loss and litigations. Second, phishing emails could simultaneously reach most employees within an organization. Thus, strengthening the frontier of safeguarding against phishing is of vital importance.

On a bright sunny day at the TD Centre in Toronto, professor Adam Vitalis interviewed four SAF alums about their careers in the internal audit field. Internal audit is a critical component of effective corporate governance and risk management and plays an important role in helping organizations achieve their objectives while safeguarding their assets and reputation.

As workplace practices continue to shift, organizations are finding inventive ways to keep their employees motivated and committed to reaching their goals.

The University of Waterloo community came together to cheer on eight finalist teams as they pitched to a panel of judges and a chock-full room of attendees at the Velocity $5K finals on March 30th in the Black and Gold Room at the University’s Student Life Centre.

The recent collapse of banks in the United States and this week's intervention by the Swiss government to facilitate the takeover of banking giant Credit Suisse might have some worried about a repeat of the 2008 financial crisis.

Dr. James R. Thompson, associate professor in the School of Accounting and Finance and co-director of the University of Waterloo's Computing and Financial Management program, sheds light on what's causing the instability in the banking system and how it might affect Canadian financial institutions.

Many fear a repeat of 2008 given the recent collapse of banks in the United States and the intervention that happened this week by the Swiss government to facilitate the takeover of banking giant Credit Suisse.

The School of Accounting and Finance (SAF) caught up with Laura Fong (MAcc '20) to chat about her career since graduation and her path to pursuing a career in tax. Fong, a Master of Accounting (MAcc) graduate, worked with Deloitte for all her co-op terms as a student. With the support and encouragement of her colleagues, she has happily stayed at Deloitte post-graduation. She continues to thrive in this positive environment as she grows her skills to become a great tax practitioner.

The theme for this year’s International Women’s Day is #EmbraceEquity, calling people to imagine a world that is diverse, equitable, and inclusive. A world where differences are valued and celebrated. Today and every day, the School of Accounting and Finance is proud to celebrate the contributions and achievements of women in our community.

Muhammad Azim is an Assistant Professor at the School of Accounting and Finance at the University of Waterloo.

He acquired his Bachelor of Commerce from Queen's University, Masters in Finance from Queen's University, and a PhD in Accounting from the University of Toronto. He has previously worked at Deloitte's Assurance and Advisory Services, and during that time he also obtained his CPA and CA degrees.