CPAWSB recently presented Cathleen Elliot, CPA, CA, with the 2024 CPAWSB Facilitator Award, which recognizes facilitators who have had a notable and positive impact on their candidates and approach their role with a dedication to excellence.
This article talks about her journey, teaching philosophy, and what keeps her motivated as a facilitator.
The Journey to Facilitation
When Cathleen (Cathy) first started her career, she imagined teaching science and math. But her path took an unexpected turn when she switched her major to business and eventually found her way to the CPA designation. Years later, she has come full circle with teaching and mentoring CPA candidates as a facilitator with CPAWSB.
Cathy’s decision to become a facilitator was deeply personal. “My mentors at my CPA firm supported me through the program in such meaningful ways,” she recalls. “They inspired me, and I wanted to honour them by doing the same for others.”
Facilitating also provided flexibility at a pivotal time in her life. “When I started, remote work wasn’t really an option in many workplaces. But facilitating gave me a way to stay engaged professionally while balancing a growing family.”
Lifelong Learning and Growth
Over her years as a facilitator, Cathy says two lessons have stood out: the power of connection and the value of lifelong learning.
“In my very first session, I was paired with a fantastic co-facilitator who helped me get comfortable. That experience inspired me to be that same support for new facilitators. And as the program evolved, I was reminded of the importance of adapting and learning.” Her career path reflects that mindset. She began her career at a CPA firm in an owner-managed enterprise group, where she gained exposure to assurance, governance, strategy, and tax planning.
Cathy built a habit of thoughtful goal-setting, “I’ve always been careful to balance work and life. Each transition, though sometimes uncomfortable, was always intentional.”
Teaching with Empathy
When it comes to supporting candidates, Cathy emphasizes meeting people where they are.
“Everyone learns differently. I love pointing candidates to eBooks, videos, and practice problems—sometimes even just showing how to set up an analysis in Excel can make a big difference.”
But resources are only part of the equation. “I try to be honest and vulnerable with candidates, sharing my own challenges so they know they’re not alone. A missed deadline isn’t just a setback; it can be a powerful learning opportunity through debriefing.”
Her approach to feedback is rooted in positivity. “Pointing out what candidates did well helps them reflect and accept constructive feedback more easily. Sometimes even a small note matters. Once, I ended an email with ‘You got this!’ and the candidate told me they made it their mantra for the whole module. That really showed me the power of our words.”
Staying Current in a Changing Profession
Previously, Cathy was involved in developing the CPA PEP program content through her contract work with CPA Canada. “It’s fascinating to collaborate with university professors and experts in emerging areas. Case-based learning is exciting because it brings real-world scenarios into the process. I draw examples not just from CPA resources, but from PD courses, local news, and even my family’s civil utilities business.”
Advice for Future CPAs and Facilitators
When asked how candidates can build their professional reputation, Cathy points to volunteer work. “It’s an incredible way to gain experience in strategy, governance, and leadership, while also building your network. It may feel uncomfortable at first, but it’s worth it.”
For those considering facilitation, she’s equally encouraging, “It’s a wonderful opportunity to grow the profession. The energy and enthusiasm of new candidates is infectious.”
Recognition and Looking Ahead
On receiving the CPAWSB Facilitator Award, Cathy states, “I’m surprised and honoured. As facilitators, we focus on our candidates, not recognition—so this means a lot.”
Her teaching motto is simple but powerful: “Let’s look at the positive.”
Looking to the future, she sees data as a key area for CPAs. “Data is fascinating and it’s everywhere. DAIS has been a big part of my own professional development. CPAs are uniquely positioned to use both financial and non-financial data responsibly while also protecting it. It’s an exciting time for the profession.”
Stay tuned for the next installment of our award-winner series, where we will introduce you to another award winner. This series aims to provide insights and inspiration to new and aspiring CPAs, helping them navigate their own CPA journey and discover opportunities to give back to the profession after earning their designation. Don't miss out on the chance to learn from these accomplished professionals and explore the diverse paths within the accounting world.
