Daniela Carcasole, CPA, CA
Chair

Daniela served as Partner, Assurance Services, for five years, and her career has included leadership on complex and multifaceted client assignments across digital and innovation as well as power and utilities mandates.

Daniela has also been the people leader of Toronto’s audit group at EY, and has spent extensive time recruiting candidates, and seeing them evolve throughout their careers

As Assurance Digital & Innovation Leader, her team is at the forefront of developing and testing new, next-generation audit tools which we believe will shape the industry in the years to come. This includes a lab run internally at EY to spur innovation and agile ways of servicing our clients.

Besides serving as Secretary on CPA Ontario’s Council, she is currently Chair of the Governing and Nominating Committee.

Jennifer Lee, CPA, CA
Vice Chair

Jennifer is Director, Ontario Teachers’ Pension Plan Board. Prior to her role at OTPPB, Jennifer was an Associate for two years at Goldman Sachs in London, UK. She was also a Senior Associate at Deloitte Private in Toronto. From 2003 to 2005 Jennifer was a Cardiology Research Assistant at the Heart and Stroke Foundation in Toronto.

In addition to being a CPA, Jennifer is a Chartered Financial Analyst, a Chartered Alternative Investment Analyst. She graduated in 2007 from the University of Toronto (Rotman) with a Bachelor of Commerce and subsequently was awarded a Global Professional Masters of Law from the University of Toronto Faculty of Law (where she was nominated by peers for the GPLLM Convocation speech).

In 2016 Jennifer was appointed Young CPA Representative on CPA Ontario’s Council and was subsequently elected to CPA Ontario’s Council for a three-year term in 2017.

Iliana Oris Valiente, CPA, CA
Secretary-Treasurer

Iliana is a Managing Director and Canada Innovation Lead at Accenture Canada, working with senior executives and corporate boards to support their strategic transformations.

Previously, she was the Accenture Global Blockchain Innovation lead and continues to run the Canadian business today; she established and oversees the Canada Innovation Hub and the blockchain practice.

Iliana has written and spoken at conferences about emerging technologies and their impact on CPAs and is an advocate of the profession’s continued evolution.

She is a contributor to the Don Tapscott-led Blockchain Research Institute and an Associate at the Creative Destruction Lab incubator at the University of Toronto.

Iliana has served on CPA Ontario’s Council since being elected for a three-year term in 2020.

Julia Shin Doi, BA, JD, LLM, CIC.C, ICD.D

Julia Shin Doi is General Counsel, Secretary of the Board of Governors and University Privacy Officer of Toronto Metropolitan University.  As an Executive Group member, she provides legal and governance advice and has operational responsibility for access to information, privacy, records management, and compliance.  Julia leads a team of lawyers and professionals, and advises the board.

Julia is an elected Bencher of the Law Society of Ontario, chair of the Law Society Tribunal Committee, and an adjudicator of the Law Society Tribunal.

Julia is an adjunct professor at Osgoode Hall Law School where she has taught Legal Drafting since 2001.  She also teaches Advanced Corporate/Commercial Law at Lincoln Alexander School of Law. She is an Executive in Residence for the Certified In-House Counsel - Canada designation offered by the Canadian Corporate Counsel Association and University of Toronto’s Rotman School of Management.

Julia is the co-author of the leading Canadian text on drafting boilerplate contract clauses, Behind and Beyond Boilerplate: Drafting Commercial Agreement (Thomson Reuters). She serves on the editorial board of Canadian Lawyer Magazine.

An active member of the community and the legal profession, Julia is president and chair of the National GC Network which promotes equity, diversity, and inclusion in the legal profession.  She is past chair and current member of the Canadian Corporate Counsel Association Ontario Chapter (Ontario Bar Association) which represents thousands of corporate counsel nationally.  She is a founder and past president of the Federation of Asian Canadian Lawyers, a founding member of the Korean Canadian Lawyers Association, and a founder of the Korean Legal Clinic. She co-founded the Roundtable of Diversity Associations which brings together diverse professional associations and founded the Women’s General Counsel chapter of the Women’s Law Association of Ontario to support senior women in law.  She is also a founding member of Women General Counsel Canada, the Council of Ontario Universities Legal Counsel Group, and the General Counsel Group of University Solicitors.

Julia attained a BA with distinction (English major) from the University of Toronto (1989), JD (1992) and LLM (2007) from Osgoode Hall Law School, was admitted to the Bar in Ontario in 1994, and is a registered trademark agent. Julia attained the Institute of Corporate Directors designation (ICD.D) and completed the University of Toronto’s Rotman School of Management Directors Education Program in 2016.

Sarah Morgenstern, CPA, CMA

Sarah Morgenstern’s extensive career in management consulting includes serving as Country Head for Cubane Consulting Canada and over 13 years with Kearney, where she was a Principal in the Enterprise Transformation practice, leading large-scale transformation initiatives for clients in Canada and the United States in the telecommunications, retail and financial services sectors, with a focus on shared services, outsourcing and performance management. She was also the Co-Founder and CEO of SavvyMom Media, a digital media company, which she launched and exited upon its acquisition, and currently serves as Strategic Advisor and Advisory Board member to several high-growth businesses.

In addition to her role with CPAO Foundation board, Sarah is a member of the Ivey Advisory Board, where she chairs the Ivey Annual Fund and serves on the Development Committee. Sarah also serves as the Vice Chair of the Board of Governors of the Bishop Strachan School, where she co-chairs the Development Committee. Sarah is also a past member of the board of directors of CanadaHelps, where she was Chair of the Governance and Strategic Planning Committees. She is a CPA and earned an MBA from the Ivey Business School and a BA (Honours) in Economics and Political Economy from the University of Toronto.

Wendy Mitchell
Executive Director

Wendy has over 20 years’ experience in the not-for-profit, Corporate Responsibility and Sustainability sectors. For the past 5 years, she has led her own consulting firm providing strategic planning, policy development and board and stakeholder engagement strategies to both corporate clients and not-for-profit agencies.

Prior to launching her own consulting group Wendy was the Director of Corporate Responsibility, Sustainability and Stakeholder Relations for the Conference Board of Canada.

A strong believer in giving back to the community, Wendy is also the Founder of Dress for Success Ottawa, Ottawa Community Housing Foundation, and served as the inaugural Chapter Director of Shelter Movers Ottawa.