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Gerard Mcinnis Ca,Cbv,Asa,Icd.D Email & Phone Number

Senior Partner Kalos Transactions Advisory, MacKay CEO Forum Chair, Chair of the Board Cashco Financial Services Inc. at Kalos LLP I Transactions Diligence Advisory
Location: Greater Calgary Metropolitan Area, Canada 15 work roles 6 schools
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Role
Senior Partner Kalos Transactions Advisory, MacKay CEO Forum Chair, Chair of the Board Cashco Financial Services Inc.
Location
Greater Calgary Metropolitan Area, Canada
Company size

Who is Gerard Mcinnis Ca,Cbv,Asa,Icd.D? Overview

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Gerard Mcinnis Ca,Cbv,Asa,Icd.D is listed as Senior Partner Kalos Transactions Advisory, MacKay CEO Forum Chair, Chair of the Board Cashco Financial Services Inc. at Kalos LLP I Transactions Diligence Advisory, a with 5 employees, based in Greater Calgary Metropolitan Area, Canada. AeroLeads shows a matched LinkedIn profile for Gerard Mcinnis Ca,Cbv,Asa,Icd.D.

Gerard Mcinnis Ca,Cbv,Asa,Icd.D previously worked as Senior Partner at Kalos Llp I Transactions Diligence Advisory and MacKay CEO Forum Chair at Mackay Ceo Forums: Executive Peer Coaching. Gerard Mcinnis Ca,Cbv,Asa,Icd.D holds Icd.D, Board Governance from Institute Of Corporate Directors.

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Email format at Kalos LLP I Transactions Diligence Advisory

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Kalos LLP I Transactions Diligence Advisory

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About Gerard Mcinnis Ca,Cbv,Asa,Icd.D

My purpose is to inspire businesses and executives to be higher performing. I am a seasoned Board member, Chairperson and advisor with a history of successful financial management, strategic and fiduciary oversight that has enabled long-term shareholder value creation while retaining fiscal discipline and corporate social responsibility. Committed to enforcing ethics and governance standards while achieving business purpose. Established and scaled a financial advisory practice of a Big 4 firm over two decades with leadership of corporate development, sales, operations and customer delivery teams to become the preferred partner of executive clients and a market leader across Canada. Deep industry experience in energy sector- power & utilities and oil& gas midstream and services. Recognized for championing diversity and inspiring and engaging with high performing teams to support purposeful strategy formulation and implementation. A critical thinker and innovative problem solver. As a decisive leader communicates with confidence, humility and integrity to build trust and support others. Actively maintains personal well being, energy and enthusiasm.

Listed skills include Restructuring, Accounting, Cash Flow, Generally Accepted Accounting Principles, and 19 others.

Current workplace

Gerard Mcinnis Ca,Cbv,Asa,Icd.D's current company

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Kalos LLP I Transactions Diligence Advisory
Kalos Llp I Transactions Diligence Advisory
Senior Partner Kalos Transactions Advisory, MacKay CEO Forum Chair, Chair of the Board Cashco Financial Services Inc.
calgary, alberta, canada
Employees
5
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15 roles · 32 years

Gerard Mcinnis Ca,Cbv,Asa,Icd.D work experience

A career timeline built from the work history available for this profile.

Chair Of The Board Of Directors

Current

Alberta, Canada

Sep 2018 - Present

Strategic Business Executive

Current
Gerard Mcinnis Professional Corporation

Calgary, Alberta, Canada

Jul 2018 - Present

Commisioner For Oaths In And For Alberta

Current
Self-Employed

Alberta, Canada

Apr 2021 - Present

Member Board Of Directors And Chair Finance & Risk Committee

Junior Achievement Of Canada

Toronto, Canada Area

Sep 2016 - Aug 2023

Advisory Committee Member

Vinterre
Nov 2021 - Nov 2022

National Power & Utilities Leader

Ey
2011 - Jun 2018

Partner

Ey

Calgary, Canada Area

As a senior advisory Partner provided strategic account management and quality assurance to several of EY’s largest energy accounts. Led account and market planning, sales and oversight and delivery of professional services to private and public companies. Directly led several key account teams and the execution of sales and marketing plans nationally. Overall responsibility to market EY products and services and align to business issues and priorities of client accounts. Integrated experience across a large number of industry sectors and demonstrated understanding of how the widespread disruption and industry convergence, occurring primarily as driven by the digital revolution, impacts shareholder value and sustainability and challenges the status quo. Led EY’s national Power & utility industry sector practice for three years from its initial formation to a run rate of in excess of $50 million annually. As a member of EY’s Global Sector leadership team, formed the sector community and led and supported marketing activity and key solution selling in Canada. Championed go-to-market initiatives to build power & utility business industry eminence and multi-functional professional team capability to help grow the practice to one of the largest and successful industry sector practices in the firm.Founded the Western Canada valuations and business modelling practice for EY and recruited, managed and developed a team of senior professionals with full P/L responsibility. Effectively managed high-level financial transactions and led business valuation, M&A and investigative/litigation dispute assignments. Delivered and provided technical review on in excess of one hundred business valuation opinions including fairness opinions and expert evidence reports. Liaised with executive stakeholders, corporate Boards, regulators, investment bankers, lenders, and financial institutions for businesses with values ranging from small private to in excess of $1 Billion.

2005 - Jun 2018

Valuations & Business Modelling

Ey
2001 - Jun 2018

Controller, Svp Finance And Operations

Iti

Led financial reporting, budget and controls for small cap start-up public companies in the for-profit education sector, specializing in development of problem based team oriented multi-disciplinary curriculum for high school programming and post graduate applied Information Technology training programs. Created and maintained dynamic valuation models for executive management planning purposes and assisted development of long term strategic plans and investor relations efforts. Managed credit facilities and relationships with vendors and lessors. Oversaw public company reporting and preparation of management discussion and analyses.Transitioned to VP Operations roles responsible for marketing and sales activities and key customer account management, product design and development and program operations. Was primary interface of executive management with operations team, responsible for converting strategic plans into actionable items. Provided counsel and guidance on product design based directly on customer feedback. Managed senior level customer account relations and oversight of quality of delivery. Executive responsibility for P/L implications for both costs and revenues.Based in Denver, was responsible to establish a US head office and oversee the rollout of the product and open new schools in the US market. Instrumental in recruiting the US divisional President and the foundational employees. Acted as the executive seeded into the US Operations to bring product knowledge and help shape culture and sales and marketing strategies.

1995 - 2000 ~5 yrs
Team & coworkers

Colleagues at Kalos LLP I Transactions Diligence Advisory

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6 education records

Gerard Mcinnis Ca,Cbv,Asa,Icd.D education

Global Strategy, International/Global Studies

Insead

Cbv, Business Valuation

Canadian Institute Of Chartered Business Valuators

Ca

Canadian Institute Of Chartered Accountants

Asa, Business Valuation

American Society Of Appraisers
FAQ

Frequently asked questions about Gerard Mcinnis Ca,Cbv,Asa,Icd.D

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What company does Gerard Mcinnis Ca,Cbv,Asa,Icd.D work for?

Gerard Mcinnis Ca,Cbv,Asa,Icd.D works for Kalos LLP I Transactions Diligence Advisory.

What is Gerard Mcinnis Ca,Cbv,Asa,Icd.D's role at Kalos LLP I Transactions Diligence Advisory?

Gerard Mcinnis Ca,Cbv,Asa,Icd.D is listed as Senior Partner Kalos Transactions Advisory, MacKay CEO Forum Chair, Chair of the Board Cashco Financial Services Inc. at Kalos LLP I Transactions Diligence Advisory.

Where is Gerard Mcinnis Ca,Cbv,Asa,Icd.D based?

Gerard Mcinnis Ca,Cbv,Asa,Icd.D is based in Greater Calgary Metropolitan Area, Canada while working with Kalos LLP I Transactions Diligence Advisory.

What companies has Gerard Mcinnis Ca,Cbv,Asa,Icd.D worked for?

Gerard Mcinnis Ca,Cbv,Asa,Icd.D has worked for Kalos Llp I Transactions Diligence Advisory, Mackay Ceo Forums: Executive Peer Coaching, Cashco Financial, Gerard Mcinnis Professional Corporation, and Self-Employed.

Who are Gerard Mcinnis Ca,Cbv,Asa,Icd.D's colleagues at Kalos LLP I Transactions Diligence Advisory?

Gerard Mcinnis Ca,Cbv,Asa,Icd.D's colleagues at Kalos LLP I Transactions Diligence Advisory include Kailin Sheremeta, Cpa, Ca, Cbv, Katelyn Rahey, Ca Cpa, Alex Gao, Cpa, Cbv, Michelle Miskey, and Curtis Lewington, Cpa.

How can I contact Gerard Mcinnis Ca,Cbv,Asa,Icd.D?

You can use AeroLeads to view verified contact signals for Gerard Mcinnis Ca,Cbv,Asa,Icd.D at Kalos LLP I Transactions Diligence Advisory, including work email, phone, and LinkedIn data when available.

What schools did Gerard Mcinnis Ca,Cbv,Asa,Icd.D attend?

Gerard Mcinnis Ca,Cbv,Asa,Icd.D holds Icd.D, Board Governance from Institute Of Corporate Directors.

What skills is Gerard Mcinnis Ca,Cbv,Asa,Icd.D known for?

Gerard Mcinnis Ca,Cbv,Asa,Icd.D is listed with skills including Restructuring, Accounting, Cash Flow, Generally Accepted Accounting Principles, Corporate Finance, Valuation, Canadian Gaap, and Tax.

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