Profile

Ms. Jenifer Bartman, CPA, CA, CMC

Founder & Principal,
Jenifer Bartman Business Advisory Services

Contact Details

Ribbons
CMC-Global Marketing Committee Chair
CMC
CMC-GLOBAL INSTITUTE BOARD MEMBER
Bronze MVM

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Ms. Jenifer Bartman, CPA, CA, CMC


Founder & Principal,
Jenifer Bartman Business Advisory Services

Bio

With over 11 years of C-level executive experience, providing business advisory assistance to companies in transition.  Areas of service include business & strategic planning, growth strategies, transition planning, finance & marketing strategies, financing preparation & assistance, executive coaching, and operational improvement. Practical and educational experience in all aspects of the human resource function.

Particular expertise in the area of helping companies to understand the process and expectations of early stage investors, including angels & venture capitalists. As a result, companies are in a better position to develop their business model, strategy, and materials to meet the needs of investors.

Solid operating & strategic experience, including over nine years of direct experience in the venture capital industry (including public distribution and national mutual fund requirements), combined with a management consulting background, providing a strong foundation for working with companies in transition and performance improvement situations.  Experienced executive coach, including developing action oriented & practical strategies and providing implementation assistance.

Jenifer has developed and delivered a wide range of accredited courses, including in the areas of business planning, operations & implementation, succession planning, valuation for advisors, technology commercialization management, and finance for non-financial business leaders.  A number of her courses are sold nationally.

Published author (Master Your Investment in the Family Business: How to Increase After Tax Wealth) and Expert Contributor to It's Your Money, Honey: A Girl's Guide to Saving, Investing, and Building Wealth for Every Age and Life Stage. Jenifer's work has appeared in various venues, including Private Capital (published by the Canadian Venture Capital Association), Canadian Capital (Rogers Media), CareerVision (CPA Canada), TELUS Talks Business, Golden Girl Finance, Divestopedia, Yahoo! Finance, Club Manager Quarterly (CMQ), & cNotes (CMC Canada).

Jenifer regularly appears on the CBC News Network Weekend Business Panel and was featured as an expert advisor in The Challenge, published by The Globe and Mail.

See www.jeniferbartman.com for additional information

Honors and Awards

Highest Achievement in Manitoba, CMC Comprehensive Examination
CMC Manitoba/Canada
1995

Intercontinental Hotels Group Canada CSTA Community Service Award (PRESTIEGE Awards)
Canadian Sport Tourism Alliance (CSTA)
2007

Professional Associations

Women in Capital Markets
2017 - Present

Canadian Venture Capital Association (CVCA)
2001 - Present

CMC Canada
1997 - Present

CPA Canada
1994 - Present

Consults to Industry

  • Accommodation and food services
  • Agriculture forestry fishing and hunting
  • B2B
  • Construction
  • Educational services
  • Finance and insurance
  • Information and cultural industries
  • Management of companies and enterprises
  • Manufacturing
  • Mining quarrying and oil and gas extraction
  • Other services (except public administration)
  • Professional scientific and technical services
  • Public administration
  • Retail Trade
  • Transportation and warehousing
  • Venture Capital/Early Stage Financing
  • Wholesale Trade

Other Designations

  • CA
  • CPA

Designations

  • CMC

Degrees

  • Bach. of Commerce (Hon.)

Job History

Value Partners Investments
Board of Directors, Finance Committee
January 2017 - present

The Knowledge Bureau
Distinguished Faculty Member
September 2009 - present

Jenifer Bartman Business Advisory Services
Founder & Principal
June 2008 - present

Canadian Venture Capital Association (CVCA)
Chair, Content Committee (2017); Prior, various committees (Volunteer)
January 2001 - present

CMC Global Institute
Board Member, Marketing Committee Chair (Volunteer)
June 2017 - present

Canadian Innovation Exchange (CIX)
CIX Top 20 Selection Committee (Volunteer)
August 2016 - present

Futurpreneur Canada
Mentor Program (Volunteer)
January 2014 - present

TEC Canada
Resource Speaker
May 2014 - March 2018

Value Partners Investments
Chair (2016), Member, Independent Review Committee (IRC)
January 2012 - December 2016

Consulting Service Areas

  • Finance
  • Marketing
  • Operations
  • Strategy

Consulting Regions

  • Canada
  • Europe
  • United States