Senior Advisor

Value Proposition

Lydija provides senior financial, risk and audit expertise and has garnered that experience  by working with small and mid-sized organizations and not-for-profits. She has led several project teams in business transformation to improve ROI. Diverse industry experience includes utilities, oil and gas, insurance, government, not-for-profit, construction, real estate and hospitality. Lydija has the ability to understand situations quickly and effectively lead organizations to achieve their corporate objectives. She adds value to organizations by understanding where controls can improve ROI through business process transformations and through reduced overall costs by increasing controls over areas of expenditures.

Selected Engagements

  • Worked with several not-for-profit organizations as Board Treasurer to ensure compliance with requirements as set out by the bylaws and government.
  • Completed the analysis and implementation of IFRS for several small oil and gas companies.
  • Developed methodology and trained internal resources in order for the organization to be in compliance with public regulatory requirements (CSOX, SOX, EPAP, Privacy). This has successfully allowed the smaller public firms to comply with necessary regulatory requirement in a cost effective manner (over ten implementations to date).
  • Managed numerous projects on behalf of the Big 4 accounting firms and various branches of the Government (Federal and Provincial).
  • Introduced performance indicators, balanced scorecard reporting, budget and management accountabilities within Internal Audit, which increased efficiencies and decreased budgets for the department while maintaining     key accountabilities.
  • Reduced fraud opportunities and increased revenues with the recommendation and implementation of a more controlled front office – food and bar system at a local chain of restaurants (including volumetric weighing of bottles and canisters).
  • End-End accounting process experience, including various accounting systems (ERP to Quickbooks), management of staff/payroll and drafting statements with notes, presenting results to management and the board as well as preparing all evidence for upcoming external audits, thereby reducing overall audit expenses.
  • Assessed and developed financial and accountability matrix based on corporate objectives and internal control requirements, reducing the overall duplication of efforts and time-lag for approval of invoices and expenditures.
  • Direct experience working with global organizations in analyzing needs, determining process change requirements and implementing major accounting systems/process changes world-wide, ensuring operations and compliance requirements are being met, as well as managing controls and risks during the projects.


  • Currently working towards Certified Management Accounting (CMA) designation
  • Certified Internal Audit (CIA) designation – Institute of Internal Auditors (IIA)
  • Certified Information Systems Auditor (CISA) designation – Information Systems Audit and Controls Association
  • Certified Information Security Manager (CISM) designation – ISACA
  • Certified in the Governance of Enterprise IT (CGEIT) designation – ISACA
  • Masters Business Administration (MBA) – California Coast University

News & Articles

To learn more about Lydija please contact Managing Principal Gord Forbes.

Phone: (403) 264-8195   ext.1006
Toll Free: (888) 282-8450

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