Wai-Yee Chen

Wai-Yee Chen is a CNBC and SKY Business Channel options presenter, author of OptionsWise and an options adviser with RBS Morgans.  Wai-Yee regularly contributes to magazines, blogs and speaks with investors at conferences, seminars and lectures. Wai-Yee is an advocate of using options to “arm you and not to harm you”.

Her experience in the Australian stock market started in 1996. In 2000, Wai-Yee joined Credit Suisse First Boston as a private client adviser before moving on to RBS Morgans in 2004 in a similar role. In January of 2011, Wai-Yee had the privilege of being a co-principal of Sydney Grosvenor office, one of RBS Morgans’ 55 managed offices across Australia. She is the Derivatives Head of the Sydney Grosvenor office, operating under the Financial Services License of RBS Morgans Limited.

Having advised for 14 years in the Australian equities market and lived through some significant troughs and peaks; Wai-Yee shares her learned knowledge including warts and all, and valuable options experiences with investors and clients through her book, lectures, articles and blogs. Wai-Yee is a CPA, a qualified financial planner with a Masters in Applied Finance from Macquarie University and is ASX Level 2 Derivatives Accredited.
If you would like to know Wai-Yee better, you are invited to visit her blog at www.optionswise.wordpress.com. 

Jennifer Dalitz

Jennifer Dalitz is obsessed with getting more women into leadership roles, in our workplaces and communities. That’s why she started sphinxx and why she writes about, speaks about, mentors and consults on topics related to working women and gender balance. Her expertise in this space has been recognised with an Edna Ryan Workplace Award for improving the working conditions of Australian women through sphinxx, and selection as a finalist in the 2010 NSW Telstra Business Awards.

An avid commentator, Jen regularly features in media publications such as Business Review Weekly, The Australian Financial Review, Sydney Morning Herald, The Daily Telegraph, The Age, Courier Mail, The Sun Herald, Adelaide Now, In The Black, The National Accountant, Management Today, Marie Claire, Madison, Working Women and Latte, and on TV programs including Lateline Business, The Finance Quarter and Sky News Channel on issues relating to women in leadership.As a keynote speaker, Jen inspires, educates and provokes the audience; as a facilitator and MC,Jen is highly regarded and comfortably commands the room.

Prior to founding sphinxx, Jen’s career in finance and consulting spanned 16 years, international borders and a host of Fortune 500 companies. As an executive and business consultant she experienced first hand the challenges women face as they climb the corporate ladder; and the impact on the bottom line when female talent is under-utilised.

Four years ago, Jen made a conscious decision to leave her executive role in a major financial institution to focus her consulting expertise on gender diversity in leadership. The result was sphinxx – http://www.sphinxx.com.au/ - a website and social enterprise that provides resources and professional development to support women on their leadership journey; and advice and education to ensure employers find and keep the best women on their teams. The vision of sphinxx is to see women equally represented in leadership roles, in our workplaces and communities.

Away from sphinxx, Jen is the mother of a small child and runs a farm in the country. A Certified Practicing Accountant (CPA), Jen holds an MBA from the Australian Graduate School of Management and a Bachelor of Arts (Accountancy). She is Chairman of the Peer Support Foundation and the author of Little Wins for Working Women, and a contributing author to Ideas Volume 3 and The Modern Women’s Anthology.

Dr. Margaret Drever

Dr Margaret Drever is our NSW Divisional President for 2011. Currently an adjunct Associate Professor for Charles Sturt University and Director of Brumar Pty Ltd. Her qualifications are Bachelor of Commerce with a major in accounting and sub major in Law from University of Western Sydney, Master of Economics with specialization in accounting and entrepreneurship and a Doctor of Philosophy in small business accounting from University of New England, plus a Graduate Diploma in Technical Education from University of Technology, Sydney.

She is also Fellow of CPA Australia and has served Divisional Council for the past seven years and regional representative since 1996 till 2005.  On a wider front Margaret was the 2009 and 2010 Small Enterprise Association of Australia and New Zealand (SEAANZ) President and served on the International Council of Small Business (ICSB) for a number of years. Margaret’s research interests are small business finance and education.  

Margaret’s academic experience covers that of a Director of Accounting and Business Programs for Charles Sturt University Study Centre, Lecturer for with Southern Cross University and University of NSW (ATAX). Prior to becoming an academic in 1994, Margaret worked as an accountant for Boral Limited and Drever Engineering Pty Ltd.

 

How to Manage Your Career?

CPA Women in Business Discussion Group

Tuesday 27 September 2011 | 6pm – 8pm | CPA Centre

We are welcoming Jennifer Dalitz, Dr. Margaret Drever, NSW CPA President, and Wai-Yee Chen on the discussion panel in September. They will share their stories and thoughts on How to Manage Your Career. Stella Petrou Concha from REO Recruitment will facilitate the discussion.

The panel

Jennifer Dalitz is obsessed with getting more women into leadership roles, in our workplaces and communities. That’s why she started sphinxx and why she writes about, speaks about, mentors and consults on topics related to working women and gender balance. Her expertise in this space has been recognised with an Edna Ryan Workplace Award for improving the working conditions of Australian women through sphinxx, and selection as a finalist in the 2010 NSW Telstra Business Awards.

Wai-Yee Chen is a CNBC and SKY Business Channel options presenter, author of OptionsWise and an options adviser with RBS Morgans.  Wai-Yee regularly contributes to magazines, blogs and speaks with investors at conferences, seminars and lectures. Wai-Yee is an advocate of using options to “arm you and not to harm you”. 

Dr. Margaret Drever is our NSW Divisional President for 2011. Currently an adjunct Associate Professor for Charles Sturt University and Director of Brumar Pty Ltd. Her qualifications are Bachelor of Commerce with a major in accounting and sub major in Law from University of Western Sydney, Master of Economics with specialization in accounting and entrepreneurship and a Doctor of Philosophy in small business accounting from University of New England, plus a Graduate Diploma in Technical Education from University of Technology, Sydney.

FMAA PSE Evening

The FMAA Professional Services Evening will be held this Wednesday 10th August at Deloitte Offices from 6pm - 8pm. The event consists of a one hour panel discussion with other Professional services firms for the benefit of students from University of Sydney and University of New South Wales and one hour networking session. 

Three CPA representatives will be attending on the night. The remaining panels and topics which are available are as follows. Please select ONE panel and ONE topic below the panel. 

Advisory:

•  Consulting
• Transactions & Restructuring
•  Forensic Services

Assurance

• Risk Services
• Accounting Advisory Services
• Local and International Opportunities 

Tax & Legal

• Indirect Tax
• Immigrations and Human Capital

If you are interested in being  a part of this panel discussion and available Wednseday evening, please contact sharrie.rooney@cpaaustralia.com.au.

Excel with Andre Croteau

CPA Women in Business Discussion Group

Tuesday 30 August 2011 | 6pm – 8pm | CPA Centre

We will have Andre Croteau, excel expert, back as guest speaker in August.

Andre will share the highlights from previous years, new discoveries and more following tips on:

Vlookups
Macro
Pivot Tables
Excel 2010

Andre suggests us to email the problems we have prior to the event. He will address it anonymous during Q&A time (around 20 minutes). The email address is cpawomen@gmail.com.

For the past few years, Andre has been contracting as an Excel Specialist. Most recent contracts have been with Tourism Australia and Chandler MacLeod where Andre has been introducing work procedures with the use of Microsoft Excel to simplify the work load. His passion is to make work more efficient through the help of Excel, by automating repetitive procedures, or speeding up the work flow he has created hundreds of applications and has save countless hours of work, particularly at month end.