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CLAYTON
GEORGE SHULTZ, C.Arb, A.S.A., P. Adm., F.C.I.S., F.C.B.V.,
F.C.A.
Click
to download a PDF of Clayton's Resume
| PROFESSIONAL
and EDUCATIONAL: |
| 1997 |
Panel
Member for Domestic, Commercial Arbitrations, The British
Columbia International Commercial Arbitration Centre
|
| 1995
|
Northwestern
University, Chicago, IL - The Kellogg Graduate School
of Management
One-Month Intensive Advanced Executive Program; refresher
in Switzerland, 1997 |
| 1989
|
Institute
of Chartered Accountants of the Yukon (by affiliation)
|
| 1988
|
B.C.
Arbitration & Mediation Institute |
| 1986
|
Institute
of Chartered Accountants of Alberta (by affiliation)
|
| 1984
|
The
American Society of Appraisers (Senior Member) |
| 1980
|
Canadian
Institute of Chartered Business Valuators (elected to
Fellowship in 1994) |
| 1980
|
Institute
of Chartered Accountants of Ontario (elected to Fellowship
in 1994) |
| 1972
|
Chartered
Institute of Secretaries and Administrators (elected
to Fellowship in 1994) |
| 1971
|
Institute
of Chartered Accountants of British Columbia (elected
to Fellowship in 1989) |
| |
| OCCUPATIONAL: |
| 1995
- present |
President,
Clayton Shultz & Associates, Inc., an owner-managed
consulting firm delivering services in business valuation,
financial planning, consulting on litigious and governance
issues. |
| 1990
- 1995 |
Vancouver
Stock Exchange, Vancouver, BC - Executive Vice-President
responsible for Listings, Trading, and Compliance |
| 1982
- 1990 |
Coopers
& Lybrand, Chartered Accountants Vancouver, BC - Regional
Valuations Partner |
| 1980
- 1982 |
Sole
practitioner in Vancouver, BC, restricting practice
to valuing business interests and consulting on litigious
matters |
| 1971
- 1980 |
Jarrett,
Goold & Elliott, Chartered Accountants Vancouver, BC
- Partner from 1974 to 1980 |
| 1967
- 1971 |
Woollard,
Martin & Co., Chartered Accountants Nanaimo, BC - Registered
Student |
| 1960
- 1967 |
Canada
Trust Company, latterly Manager, Nanaimo, BC |
| 1958
- 1960 |
Dun
& Bradstreet, latterly Manager, Victoria, BC |
| PUBLICATIONS: |
- Author
of legal/accounting textbooks and articles:
- Matrimonial
Settlements: The Tax and Accounting Implications
(1980)
Butterworths (Western Canada) Ltd. 160 pages
- Matrimonial
Settlements: The Tax and Accounting Implications
Supplement (1982) Butterworths (Western Canada)
Ltd. 59 pages
- "Marriage
Separation - Through the Tax Jungle," The Advocate,
February - March 1980
- "Accountants
In Court," CA Magazine, July 1980
(co-authored with Mr. Darrel W. Roberts, Barrister
and Solicitor)
- "What's
a Professional Practice Really Worth?" CA Magazine,
June 1983
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- "An
Overview of the Income Tax Implications
of Matrimonial Dissolution," a chapter
in Family Law: Dimensions of Justice,
published by Butterworths in 1983
-
"...But Is My Practice Really Worth Anything?"
The Advocate, 1983
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- "Income
Tax Law and Policy Applicable to Periodic Maintenance
and Division of Matrimonial Assets," a chapter in
Family Law Quarterly March 1987
- "Expert
Evidence in the Supreme Court of British Columbia,"
The Advocate, March 1988 (co-authored with Mr. Allan
McDonnel, Barrister & Solicitor)
- "Contingency
Fees: Music to Some Ears, Sour Notes to Others,"
CA Magazine, May 1988
- "Ethics:
Playing Fair," CA Magazine, August 1989
- "Valuations
and the Vancouver Stock Exchange," a presentation
to The American Society of Appraisers (June 29,
1993), published in The Business Valuator, September
1993
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| PAPERS
and LECTURES: |
| |
Various
papers and lectures on business valuation, ethics, tax,
and other matters have been given to organizations across
Canada and abroad, including the following: |
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Alberta Bar Association
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American Society of Appraisers
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Association of Marketing Professionals
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Canadian Bar Association
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Canadian Institute
-
Canadian Institute of Chartered Accountants
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Canadian Institute of Chartered Accountants - Small
Practice Forum
-
Canadian Institute of Chartered Business Valuators
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Canadian Institute of Mining, Metallurgy and Petroleum
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Canadian Tax Foundation
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Continuing Legal Education of British Columbia
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Enterprise Forum
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Estate Planning Council of Vancouver
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Family Law Subsection of the Alberta Bar
-
Institute of Chartered Accountants of British Columbia
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International Gold Symposium in Venezuela
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Law Society of British Columbia
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United Way of America - Western Section
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Vancouver Security Traders Association
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Vancouver Society of Financial Analysts
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| VOLUNTEER
EXPERIENCE: |
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The
Institute of Chartered Accountants of British Columbia
|
- President,
Institute of Chartered Accountants of British Columbia,
1988 - 89
-
Member, Professional Conduct Committee 1979 - 80;
Vice-Chairman 1982 - 83;
Member, By-Laws and Interpretations Committee 1978
- 1982; Chairman 1982-83
-
Chairman, Practice Review and Licensing Committee,
1985-86
-
Member of Council 1982 to 1989 * Member, F.C.A.
Nominating Committee, 1993 - 1995
-
Member, Standards Appeal Board, 1992 - present
|
| |
The
Canadian Institute of Chartered Accountants |
-
Member, Grace Task Force on Specialization 1981
-
Member, Board of Governors, 1987 - 1988 * Member,
Executive Committee, 1988 - 1989
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Editor, Ethics Department, CA Magazine, 1989
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Member, Committee to Implement Membership Division
and Specialization 1989
-
Chairman (pro-tem), Inter-provincial Public Relations
Policy Committee - 1989
-
Member, Going Concern Task Force, 1994 - present
- Treasurer,
2001 to present - British Columbia Arbitration &
Mediation Institute
- 2002
to present - public representative to the Council
of Dental Surgeons of British Columbia.
|
| United
Way |
|
 |
- President,
United Way of the Lower Mainland 1982 - 1984
-
Director, United Way of Canada 1978 - 1984
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Granted President's Award of Distinction - 1991
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| Vancouver
Opera Association |
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| Canadian
Army |
-
Commissioned as a Second Lieutenant in the Royal
Canadian Army Service Corps (Militia) in 1960.
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