Daniel Adams FCPA, FCA

Examiner
DISC Type : cs

Member of Board of Governors and Audit Committee Chair at University of Calgary

Calgary, Alberta, Canada

Overview

Daniel is a seasoned corporate director and retired KPMG partner with over 25 years of accounting experience. He specializes in advising private companies and high-net-worth individuals on wealth strategy, succession planning, and governance, and holds FCPA and FCA certifications from his time at the University of Calgary.

Passionate about fostering future leaders, Daniel actively mentors professionals in career development and personal branding. He contributes to impactful philanthropic and entrepreneurial ventures, reflecting a deep commitment to community and business growth. His interests include the Canadian Armed Forces and Amazon.

He previously led KPMGs entire Atlantic Canada practice for private companies and served as the Office Managing Partner in Halifax before retiring.

Personality Overview

Process Oriented

Overcautious

Unexpressive

Being observant comes to them naturally.  The only way to convince them is by showing them examples and ample proof. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Topics They Care About

Board Governance
Serves as Audit Committee Chair for the University of Calgary's Board of Governors and a director for ACT Energy Technologies, focusing on strategic and financial oversight.
Succession Planning
Advises high-net-worth families and private companies on wealth strategy and leadership transitions, a key specialty from his 25-year career.
Talent Development
Passionately mentors professionals on career growth and personal branding, reflecting a commitment to developing the next generation of leaders.

Media Appearances

Daniel has no verified media appearances

Work History

12-2024
Member of Board of Governors and Audit Committee Chair at University of Calgary
6-2024
Corporate Director at ACT Energy Technologies Ltd.
10-2023
Retired partner of KPMG at Self-employed
11-2021 - 10-2023
Office Managing Partner - Halifax at KPMG Canada
10-2020 - 10-2023
Partner and Atlantic Enterprise Leader at KPMG Canada

Education

1979 - 1983
B Comm from University of Calgary

More Information

Social Presence :

Prographics :

Exp : 24 Location : Calgary, Alberta, Canada Job Level : Mid-senior Designation : Member of Board of Governors and Audit Committee Chair at University of Calgary
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Insights For Selling To Daniel

During A Call Or A Meeting

DO's

  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Ask them which other stakeholders would be important for this purchase decision

DONT's

  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't rely on relationship building even if they act pleasantly
  • Avoid getting into storytelling mode, especially when they ask specific questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Daniel is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Daniel

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Daniel move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Daniel take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Daniel

Personality Compatibility


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