2022 State of the Union with Jesse Wente

Posted
January 25, 2022
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On Friday, January 14th, our annual State of the Union (“SOU”) was held.   At our SOU, the entire Firm gathers (virtually for the second year in a row) to review the previous year, celebrate successes, recognize staff and look to the future. Like many small businesses, staffing changes and COVID challenges made 2021 a year of challenge for Bateman MacKay and, we are thrilled to share highlights from 2021 with our clients and community.

Keynote Speaker: Jesse Wente

We were honoured to host Mr. Jesse Wente as this year’s SOU keynote speaker.  Mr. Wente is the Co-Executive Director of ISO-BEA, Chair Canada Council, and Author of UNRECONCILED.  He engaged with our team in our learning about reconciliation and other Indigenous issues in Canada. For the next 20 days, you can view his emotional, educational and powerful keynote presentation to our firm here.

Highlights

Now (like any good accountant) a look at the numbers. In 2021 we had:

  • 4 National or International Firm awards
  • 26 COVID support Blogs (make sure to subscribe)
  • 1 new CPA (Congratulations Vikram!)
  • 1 successful CFE Writer (Congratulations Kyle!)
  • 3 new Firm babies
  • 7 internal social events
  • 9 team member promotions
  • $8,251 given to various charitable causes
  • 411 new clients joining the Firm 
  • And of course, another successful COVID personal tax season

Team

We are pleased to have the following new team members join our Firm to help provide high quality tax, accounting and business advisory services:

  • Alyshah Ranmall (Administrative Coordinator)
  • Kyle Symington (Staff Accountant)
  • Josh Doma (Staff Accountant)
  • Tanvir Dhillon (Staff Accountant)
  • Rona Williams (Senior Record Keeper)
  • Jill Hryhorchuk (Tax Associate)
  • Rania Morgan (Senior Staff Accountant)
  • Lindel McLean (Director of Information Technology)
  • Chantal Jorgensen (Administrative Coordinator)
  • Aakib Qureshi (Staff Accountant)
  • Jaymin Mehta (Staff Accountant)
  • Karan Shah (Staff Accountant)
  • Rinkesh Panchal (Staff Accountant)
  • Dhaval Patel (Staff Accountant)

This year, we are excited to introduce the eight co-operative students who will be working with us throughout their winter Term. You may hear from them this personal tax season:

  • Durraiz Ashraf
  • Jessica Zaky
  • Taylor Miskolczi
  • Wesley Robertson
  • John Alfonso
  • John Paul Elias
  • Ryan Chan
  • Braden Olive

Departures from the Firm, whom we wish all the best in their future endeavours include:

  • Sean Pendlebury
  • Sue Rev
  • Caroline Namale
  • Orpah Saha
  • Catherine Vos

Tax Season

Our upcoming personal tax organizer is forthcoming. We were optimistically hoping to see many of you in person this tax season. However, as another COVID-19 wave peaks, we will continue to request documents electronically through our secure Client Portal and conduct meetings virtually. We hope we can celebrate in person later this year.  

Thank you for your continued support throughout 2021. We hope that our relationship has made a positive impact on you last year and we are looking forward to working with you.

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