Meet the Team

Biography

Gerry is a Chartered Professional Accountant (CPA) and an international speaker who, prior to joining BAI, worked in a variety of positions in public accounting, up to and including Partner in a specialty CA firm in the Niagara, Ontario region.

Early in his public accounting career, Gerry was responsible for designing and programming complex budgeting and forecasting tools used by the second largest credit union in Ontario.  He was later one of the lead champions who helped his firm become an early adopter of paperless protocols.

At BAI, Gerry’s primary responsibility is for managing all aspects of BAIWay ClientDocs.  He is a BAICoach to BAIWay Member Firms and an active contributor to both BAIWay Vodcasts and episodes of BAICoaches Corner.