UA-99032833-1
 
 
Finance, Investment , Economics

Owned and operated by Gerald Trites, FCA, CPA, CISA

 

About Gerald Trites, FCA, CPA, CISA


 

EDUCATION AND PROFESSIONAL QUALIFICATIONS
 
Bachelor of Arts, Major in Economics, York University, Toronto, 1974
Chartered Accountant, Institute of Chartered Accountants of Ontario, 1965
Fellow Chartered Accountant, Institute of Chartered Accountants of Nova Scotia, 1988
Certified Information Systems Auditor, Information Systems Audit and Control Association, Boston, 1988
CA Information Systems Audit Specialist, 2001
CA Information Technology Specialist, 2004
 
Other Training (Selected)
 
Formal SAP Training
-       SAP50 Basis Technology, Toronto, 1998
-       MD30 Implementation Planning for R/3 System Management, Philadelphia, 1999
-       ECO690 Online Store, Boston, 2000
Other ERP Courses/Seminars – American Accounting Association
-       ERP systems, San Diego, 1999
-       ERP in the Classroom, San Diego, 1999
 
EMPLOYMENT HISTORY
 
Zorba Research Inc, President, 2006 – present - privately owned business doing research, writing and consulting
 
St Francis Xavier University, Antigonish, Nova Scotia, 1996 - 2006
Professor of Accounting and Information Systems with tenure, 2001– 2006
Chair, Department of Information Systems, 2002 - 2003
Director, Gerald Schwartz School of Business and Information Systems, 2001 - 2002
Associate Professor, 1996 - 2001
 
Volunteer Service at StFX
- Member of Senate - 1997 - 2000, Secretary of Senate, 1998 - 2000
- Member of Budget Committee, 1997 - 2000
- The Antigonish Review
· Management Board and Editorial Board -1997 - 2003,
· Co-Editor, 2004 - present.
 
KPMG, Toronto, Ontario and Halifax, Nova Scotia, 1974 - 1996
Manager, 1974 - 1979
Partner, 1979 - 1996
Atlantic Regional Director of Quality Control, 1979 - 1996
Atlantic Regional Director of Computer Auditing, 1979 - 1996
Member, National Accounting & Auditing Policy Committee, 1979 - 1989
National Co-ordinator of Computer Auditing, 1986 - 1989
Member, International Computer Audit Committee, 1986 - 1989
Partner in Charge - Professional Practice, Halifax, 1989 - 1996
Member, National EDP Audit Services Committee, 1986 - 1989
 
Canadian Institute of Chartered Accountants, Toronto, Ontario, 1967 - 1974
Assistant Director of Education, 1972 – 1974
Research Manager, 1967 - 1972
As a Staff Research Manager, researched and drafted the following Audit Technique Studies:
-       Internal Control and Procedural Audit Tests - published September, 1968
-       Confirmation of Accounts Receivable - published April, 1969
-       Good Audit Working Papers - published June, 1970
-       Confirmation of Accounts Payable - published October, 1971
 
PROFESSIONAL MEMBERSHIPS
Institute of Chartered Accountants of Ontario (ICAO)
Institute of Chartered Accountants of Nova Scotia, (ICANS) Fellow, 1989
Canadian Institute of Chartered Accountants (CICA)
American Accounting Association (AAA) - IS Division, International Division
Canadian Academic Accounting Association (CAAA)
Information Systems Audit & Control Association (ISACA)
 
SERVICE TO THE PROFESSION
 
Institute of Chartered Accountants of Nova Scotia
Member of Professional Development Committee 1977-1978
Member of Practice Inspection Committee 1981-1982
Member of Professional Conduct Committee 1986-1989, 1999 - 2001
Member of Professional Standards Review Committee
  - Member 1988-1990, 2004 - 2006
  - Chairman 1995 - 1998
Chairman of Technical Committee 1990 - 1995
Member of Honors Committee 1994 - 1995
Member of Council 1995 - 1998
Chairman of Discipline Investigating Committee 1995 - 1996
 
Canadian Institute of Chartered Accountants
CICA - Committee Volunteer and Consulting Activities
 
Member of ad hoc Committee to review the Uniform Final Examinations 1979
Chairman of Study Group on Portfolio Investments 1980 - 1984
Member of Auditing Standards Committee 1983 - 1986
Chairman of Auditing Standards Committee 1986 - 1987
Member of CICA Joint Research Steering Committee 1986 - 1988
Chairman of Study Group on Content of the Annual Report 1989 - 1991
Chairman and Principal Author -Study Group on Audit of Small Business 1992 - 1994
Member of Studies Advisory Committee 1994 - 1998
Chairman, Computer Control Guidelines Advisory Committee 1996 - 1998
Principal Author, Research Study on Impact of Technology on Financial Reporting 1998 - 1999
Member, Information Technology Advisory Committee 1998 - present
Member, Audit Risk Advisory Committee 2002 - 2006
Member, Competency Map Committee, 2004 - 2005
Chair, Advisory Group on Electronic Filing and Reporting of Information, 2003 - 2005
Chair, Advisory Group on Audit of the Small Business, 2004 - 2006
Judging Coordinator - Electronic Reporting, CICA Annual Financial Reporting Awards, 2002 - present 
 
Information Systems Audit and Control Association
President of Nova Scotia Chapter 1992 - 1995
Member, Research Board (International) 1995 - 1996
Member, Standards Committee 1996 - 1997
 

EDUCATION AND PROFESSIONAL QUALIFICATIONS

 

  • Bachelor of Arts, Major in Economics, York UniversityToronto, 1974
  • Chartered Accountant, Institute of Chartered Accountants of Ontario, 1965
  • Fellow Chartered Accountant, Institute of Chartered Accountants of Nova Scotia, 1988
  • Certified Information Systems Auditor, Information Systems Audit and Control Association, Boston, 1988
  • CA Information Systems Audit Specialist, 2001
  • CA Information Technology Specialist, 2004

 

Other Training (Selected)

 

  • Formal SAP Training

-       SAP50 Basis Technology, Toronto, 1998

-       MD30 Implementation Planning for R/3 System Management, Philadelphia, 1999

-       ECO690 Online Store, Boston, 2000

  • Other ERP Courses/Seminars – American Accounting Association

-       ERP systems, San Diego, 1999

-       ERP in the Classroom, San Diego, 1999

 

EMPLOYMENT HISTORY

 

Zorba Research Inc, President, 2006 – present - privately owned business doing research, writing and consulting

 

St Francis Xavier University, Antigonish, Nova Scotia, 1996 - 2006

Professor of Accounting and Information Systems with tenure, 2001– 2006

Chair, Department of Information Systems, 2002 - 2003

Director, Gerald Schwartz School of Business and Information Systems, 2001 - 2002

Associate Professor, 1996 - 2001, tenured 1998

 

Volunteer Service at StFX

- Member of Senate - 1997 - 2000, Secretary of Senate, 1998 - 2000

- Member of Budget Committee, 1997 - 2000

- The Antigonish Review

· Management Board and Editorial Board -1997 - 2003,

· Co-Editor, 2004 - 2011,

- Editor, 2011 - present

 

KPMG, TorontoOntario and HalifaxNova Scotia, 1974 - 1996

Manager, 1974 - 1979

Partner, 1979 - 1996

Atlantic Regional Director of Quality Control, 1979 - 1996

Atlantic Regional Director of Computer Auditing, 1979 - 1996

Member, National Accounting & Auditing Policy Committee, 1979 - 1989

National Co-ordinator of Computer Auditing, 1986 - 1989

Member, International Computer Audit Committee, 1986 - 1989

Partner in Charge - Professional Practice, Halifax, 1989 - 1996

Member, National EDP Audit Services Committee, 1986 - 1989

 

Canadian Institute of Chartered AccountantsTorontoOntario, 1967 - 1974

Assistant Director of Education, 1972 – 1974

Research Manager, 1967 - 1972

As a Staff Research Manager, researched and drafted the following Audit Technique Studies:

-       Internal Control and Procedural Audit Tests - published September, 1968

-       Confirmation of Accounts Receivable - published April, 1969

-       Good Audit Working Papers - published June, 1970

-       Confirmation of Accounts Payable - published October, 1971

 

PROFESSIONAL MEMBERSHIPS

Chartered Professional Accountants of Ontario, formerly Institute of Chartered Accountants of Ontario (ICAO)

Institute of Chartered Accountants of Nova Scotia, (ICANS) Fellow, 1989

Chartered Professional Accountants, Canada, formerly Canadian Institute of Chartered Accountants (CICA)

American Accounting Association (AAA) - IS Division, International Division

Canadian Academic Accounting Association (CAAA)

Information Systems Audit & Control Association (ISACA)

 

SERVICE TO THE PROFESSION

 

Institute of Chartered Accountants of Nova Scotia

Member of Professional Development Committee 1977-1978

Member of Practice Inspection Committee 1981-1982

Member of Professional Conduct Committee 1986-1989, 1999 - 2001

Member of Professional Standards Review Committee

  - Member 1988-1990, 2004 - 2006

  - Chairman 1995 - 1998

Chairman of Technical Committee 1990 - 1995

Member of Honors Committee 1994 - 1995

Member of Council 1995 - 1998

Chairman of Discipline Investigating Committee 1995 - 1996

 

Canadian Institute of Chartered Accountants

CICA - Committee Volunteer and Consulting Activities

Member of ad hoc Committee to review the Uniform Final Examinations 1979

Chairman of Study Group on Portfolio Investments 1980 - 1984

Member of Auditing Standards Committee 1983 - 1986

Chairman of Auditing Standards Committee 1986 - 1987

Member of CICA Joint Research Steering Committee 1986 - 1988

Chairman of Study Group on Content of the Annual Report 1989 - 1991

Chairman and Principal Author -Study Group on Audit of Small Business 1992 - 1994

Member of Studies Advisory Committee 1994 - 1998

Chairman, Computer Control Guidelines Advisory Committee 1996 - 1998

Principal Author, Research Study on Impact of Technology on Financial Reporting 1998 - 1999

Member, Information Technology Advisory Committee 1998 - present

Member, Audit Risk Advisory Committee 2002 - 2006

Member, Competency Map Committee, 2004 - 2005

Chair, Advisory Group on Electronic Filing and Reporting of Information, 2003 - 2005

Chair, Advisory Group on Audit of the Small Business, 2004 - 2006

Judging Coordinator - Electronic Reporting, CICA Annual Financial Reporting Awards, 2002 - present 

 

Information Systems Audit and Control Association

President of Nova Scotia Chapter 1992 - 1995

Member, Research Board (International) 1995 - 1996

Member, Standards Committee 1996 - 1997