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The Women in Accounting and Finance: Global Summit is an event that celebrates our female leaders and showcases their accomplishments in the field of accounting and finance. This year, though virtual, was a great opportunity to hear the unique and empowering stories of the panelists from around the globe.

As the world begins to transition back to business as usual, it is more important than ever to provide forums, such as the Women in Accounting and Finance events to serve as inspiration to current students and young alums in amplifying the importance of female leadership and perspectives in business. The 2021 Global Summit event for the Women in Accounting & Finance panel discussion brought together three School of Accounting and Finance (SAF) alums to share their career stories and answer questions from event attendees.

Julia Klann (MAcc ’05) is one of the lucky few who knew exactly what they wanted to do after graduating from university. From her co-op experience at Big 4 accounting firms, she developed an affinity for working in tax early on – Canadian tax that is. It was when she was searching for her final co-op work term that she came across a role focused on U.S. tax – a realm she wasn’t as familiar with. She made the leap, and from that moment on fell in love with U.S. tax and never looked back. 

For Carol Leaman (MAcc ’89, CPA), the solid foundation in accounting from the University of Waterloo led her toward a winding, yet interesting and life changing career path of founding early-stage technology companies and leading them through to acquisition…four times over. From the wild rides of founding to the sale of the tech companies she’s led, Leaman has remained humble with the firm belief of creating an environment and culture that empowers everyone with knowledge, transparency, and honesty. Her latest start-up, Axonify, is a demonstration of Leaman exemplifying these qualities through her leadership which has translated into multiple years of recognition for Axonify as one of the best workplaces in Canada. Axonify was acquired last April by an American private equity firm to which Leaman has remained in the leadership role to take her passion project to the next stage of growth.

Globally, 2020 has been a year of unanticipated decision-making as organizations pivoted to ensure business success, often with very tight timelines. With the common theme of the global pandemic as the driving force of these strategies, the School of Accounting and Finance leveraged its annual Women In Accounting and Finance event to invite five SAF alumni from across the globe to share their stories and insights in managing and pivoting their teams, organizations, and personal lives through the global pandemic.

As the world slowly transitions back to in-person office environments, the newly appointed Executive Vice President and Chief Financial Officer for Sun Life, Manjit Singh, (BA ’93, CPA, CFA), is excited to implement digital and people focused strategies to lead Sun Life beyond the global pandemic. The School of Accounting and Finance (SAF) caught up with the Waterloo alum to learn more about his career and where he sees the future of the financial services industry.

As the President and CEO of Sun Life, Kevin Strain (MAcc ‘90) brings close to thirty years of insurance industry experience to his new role. Strain spent much of those years with Sun Life in various finance and business roles to advance his career to eventually assume the responsibility of Sun Life’s leadership. The School of Accounting and Finance (SAF) caught up with the very busy President and CEO to chat about his career, how he hopes to lead Sun Life beyond the global pandemic, and why he chooses to give back to Waterloo to help build future talent.

With the start of the fall term, our community is getting ready to return to campus, and so it is a great time to be introduced (or re-introduced) to some of our faculty and staff. Candid, enlightening, serious, and not-so-serious, our Q&A series allows the personalities of the faculty and staff members who make up the School of Accounting and Finance community to shine.

This week, we interview David Ha (MAcc ’09), Professor and MAcc Co-Director, who has been with the School for ten years. Fun fact: At Grad Ball when Ha was a university student at Waterloo, he was voted by his class as most likely to become a professor one dayguess they were spot on in their assessment! 

A pair of Waterloo alumni are helping families deliver math in a fun and engaging way.

Prodigy Game, developed by two University of Waterloo Engineering grads, has filled the resource gap for building math skills and confidence, especially during the present school-year interruption due to COVID-19.

To celebrate Canadian Beer Day, we caught up with Phil Hipkiss (BAFM ’10, CPA, CA), the co-founder of Block Three Brewing Company in St. Jacobs, Ontario. In addition to the craft brewery, Hipkiss is also CFO and VP of Finance for the hearing aid manufacturer, WS Audiology.

Hop, hop, hurray! Cheers to another SAF Alumni Story.