COVER LETTER CA (SA) QUALIFICATION AND …adelduplessis.com/wp-content/uploads/2016/06/ADEL... ·...

ADEL DU PLESSIS | +27 82 300 6843 | [email protected]

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COVER LETTER I have a high regard for the Accounting and Auditing Profession and its value to the development of sound business practices and ethical business leaders. Below a brief career history:

CA (SA) QUALIFICATION AND ARTICLES/INTERNSHIP

1995-1998: Complete and pass a B Com Accounting degree and a B Com Accounting Honours degree

(Certificate in Theory of Accounting), both the 1st time at the University of Johannesburg (then

RAU).

1999-2001: Complete trainee accountant articles in the entrepreneurial services audit division of Deloitte Johannesburg. Clients include medium to listing clients in all industries. From 2nd year of articles appointed to accountant-in-charge for audits. This is normally allocated to 3rd year trainee accountants.

Pass the South African Institute of Chartered Accountants (SAICA) qualifying exam Part 1.

Complete and pass the Advanced Certificate in Auditing, a pre-requisite to write the IRBA PPE (SAICA qualifying exam Part 2).

Pass both SAICA qualifying exams the 1st time, qualify as a Chartered Accountant (SA) from 2002, and become a member of SAICA

2002: Consult in the corporate tax division of Deloitte Johannesburg, doing tax accrual reviews for

State Owned Companies, listed companies and Pty Ltd companies.

LECTURER, COACH AND RESEARCHER IN THE CA (SA) PROFESSION

Passionate about developing CA (SA) students and believe education can instil a culture of financial

stewardship and moral intelligence.

2003-2006: Lecturer, Tutor and course coordinator for Financial Accounting 1 & 2 at Monash SA and WITS.

During this period research and write 10 papers and present 2 papers at International

conferences on Accounting Education in South Africa and receive a Master’s Degree Cum

Laude from UJ on assessment methods in Financial Accounting. Contribute, as co-author, to a

chapter in an International book on the impact of globalization of accounting standards in South

Africa.

2007-2011: Research the professional skills of the CA (SA): write 20 articles (1500-3000 words each) for the

Accountancy SA magazine, record 23 MP3 audio talks (20-30 minutes each), present on Media

Chartered Accountant Television (SAICA subscription channel on DSTV) on this research and

publish in a book by Knowledge Resources on mentoring CA (SA) s in the workplace.

Develop and implement a coaching program for CA (SA) students and trainee accountants, aligned with the professional skills competencies of the SAICA training model. SAICA, Investec and Nedbank invest in this program. Develop a training program: Personal Financial Leadership. Present this country wide for Standard Bank Group Physical Security Employees and Village Main Reef Interns.

ADEL DU PLESSIS | 082 300 6843 | [email protected]

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2013: Sessional Lecturer and Tutor for Auditing 1 at Monash SA. Utilised the e-learning platform Moodle effectively for student-learning. Reviews from students and HOD were positive. The auditing subject had the highest marks in 2nd year.

2016: Lecture and tutor for Accounting 1 & 2 at WITS. During this period received an ethical

clearance certificate from WITS Higher Research Ethics Committee to conduct a study with

Prof. George Kester from Washington Lee University (USA) to survey listed South African

companies regarding their views and practices in the areas of capital structure policy, dividends,

capital budgeting and cost of capital.

FINANCIAL MANAGER AND ENTREPRENEUR Passionate about sound financial accounting and management that grows sustainable SME’s. Contributed to such an SME, from a start-up sole trader business to a governed Private Company, that has been approached by potential buyers including a listed company.

2007-2014: Start a clothing business with Zimbabwean partner and supply clothes to Big Blue; explore direct

selling and in 3 months become one of the 10 top selling Virgin Cosmetics consultants; start an

image consulting business and do work for 1st Solutions at SA Express, Investec and ABSA.

Join husband’s start-up leadership training business as 50% shareholder and director. Build

and transform business into a governed private company and SME with 10 employees that has

been approached by potential buyers, which is not often heard of in the highly competitive

education sphere that is flooded with start-ups that fail. Responsibilities included setting up and

doing all Finance functions and setting up systems and procedures for the sound governance of

a SME training business.

2014-date Join Monash SA’s Finance team as Financial Manager (owned 75% by Laureate based in

Baltimore USA and 25% by Monash Australia). Responsibilities include doing all Finance

functions and setting up systems and procedures for the sound governance of the Property

Company, Laureate South Africa Pty Ltd (100% subsidiary of Laureate Intl. BV in Netherlands).

Management Accounting: systems were put in place for Financial Budgeting, comparison of monthly

budgets to actual performance of business, variance analysis and suggestions and conservative cash flow

management.

Financial Accounting and Reporting: systems and software were put in place for debtors invoicing,

creditors and payments, banking, reconciliations, provisions, fixed asset management and financial reporting

through the preparation of Annual Financial Statements in line with IFRS.

Tax Compliance: All relevant tax compliance and returns completed, submitted and paid to SARS including

Income Tax, Provisional Tax, Dividend Tax, VAT, PAYE, SDL, ETI, UIF and COID

Secretarial Duties: systems and structure were put in place to ensure the company is governed in line with

the requirements of the Companies Act and other relevant legislation.


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Human Resources Management: systems and software were put in place for confidential employee files,

job profiles, employee contracts, performance management and training.

Project Management: managing the roll out of training projects across South Africa for major corporate

clients.

Policies and templates: Development of all relevant documents and policies as prescribed by the ETDP

SETA.

Client Documents: Development and maintenance of Tenders, Proposals, Service Level agreements and

contracts in line with RFP with clients.

Reporting: Development and structure of post training reports, client research reports and financial reports.

PERSONAL ATTRIBUTES

Self-starter & self-motivated Strong managerial skills

Ability to create structure and order Professional approach

Pays attention to detail not losing sight of the “big picture” Good presentation skills

Strong analytic ability Assertive

Logical in thought Good interpersonal skills

Ability to make informed and timeous decisions Ability to act as part of a team

High level of confidentiality and integrity Adaptability

Attached to this letter please find my full CV with references and reference letters. Please contact me on [email protected] or +27 82 300 6843 should you have any queries. Thank you for considering my application.

Wednesday, 29 June 2016 A DU PLESSIS CA (SA) DATE

mailto:[email protected]


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CURRICULUM VITAE ADEL DU PLESSIS CA (SA)

Chartered Accountant (SA) – 2002 to date post article experience

Masters (Higher Education) Cum Laude


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CONTENT OF CV DOCUMENT

NO HEADING PAGE

1 EDUCATION 3

2 COMPUTER LITERACY 3

3 ACHIEVEMENTS 3

4 CAREER HISTORY 4

5 PUBLICATIONS IN CA(SA) PROFESSION 13

6 SPEAKER ON RESEARCH & AT EVENTS 15

7 PERSONAL DETAIL 17

8 REFERENCES 18

9 REFERENCE LETTERS 19

ANNEXURES

COPIES OF QUALIFICATIONS On request

COPIES OF AWARDS On request


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1. EDUCATION

School Education 1994 – Grade 12 Senior Certificate - Westonaria High School Accounting (A) Business Economics (A) Economics (A) Mathematics (B) English (B) Afrikaans (B)

Full Qualifications 2007 – Master’s Degree Higher Education (Cum Laude) – UJ

2002 – CA(SA) – SAICA Member 2000 – Advanced Certificate in Auditing - RAU 1999 – B.Com Accounting Honours & CTA – RAU Auditing 4th year Taxation 4th year Financial Accounting 4th yea Financial Management 4th year

1998 – B. Com Accounting Degree – RAU Short Courses / CPD 2015 – Sage ERP 300/Accpac - LORGE 2014- Case Ware Consolidations - CQS 2014 - Probe Audit Planning - PROBETA 2014 – IFRS Back to Basics – SAICA 2014 – SME Technical Update - SAICA 2013 - Case Ware Working Papers – CQS 2013 - Pastel Payroll – SAGE PASTEL 2013 - Entrepreneurship Certificate – GIBS 2012 - Pastel Partner – SAGE PASTEL 2008 - Assessor & Moderator – FASSET SETA 2007 - Certified Business Professional – MONASH SA & IBTA

2. COMPUTER LITERACY

Sage ERP 300/Accpac

Debtors Module General Journal Module Suppliers Module Cash Module Purchase Order Module

Hyperion/Oracle Hyperion Financial Data Management Oracle Enterprise Performance Management System Workspace, Fusion Edition

CCH Pro-System Work paper Manager

Single-access, modular cloud solution to support accounting, finance and tax work papers of business operations for streamlined efficiency business wide.

Case Ware Compilations of Annual Financial Statements (IFRS & IFRS for SME’s) Working Papers for Annual Financial Statements Consolidations of Annual Financial Statements (IFRS & IFRS for SME’s)

Pastel Partner Customers (Invoicing, Credit notes, Payments received, Statements, Age- Analysis) Suppliers (Invoices, Returns, Payments made, Statements) Bank (monthly recording to Bank Reconciliations) General Journals Salary Journals (PAYE, SDL, UIF, WC, NET SALARY, BONUS, LEAVE) Tax Journals (INCOME TAX, VAT) General Ledger reviews Trial Balance Vat Tax Type Reporting Management Accounts

Pastel Payroll Certified Payroll Installer Payroll Legislation – 6 Acts (BCEA, SDL, UIF, LRA, COID, Income Tax Act) Payroll Tax – Income Tax Act Advanced Payroll Software


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Creating Companies, Employee Master Files Processing Payslips, Leave Payroll Run and Pay Period Updates

Audit System/2 Deloitte developed its own audit software and approach, based on the International Standards of Auditing (ISA)

Probe MMX IFRS Financial Statements Compilations

Online Banking Standard Bank Investec Bank Investec Asset Management

SARS E-filing SARS Tax Practitioner – PR0003208 Complete and Submit Returns EMP 501, IRP 5, IT3b

U-filing UIF 18 and UIF 19 updates Complete and Submit monthly UIF8 returns

COID E-filing Complete and submit WAS8 Annual Returns

CIPC E-Filing CIPC Agent Complete and submit of On-line Annual Returns Completion and Submit COR documents

MS Office Advanced - Word, Excel, Power point, Outlook

Word press Administer Company website

3. ACHIEVEMENTS

2013 Featured in City Press Business Section – Winning Women

2013 Featured in Accountancy SA magazine (SAICA) - Inspiring CA (SA) Women

2013 Business Plan for Education Business selected as TOP 15 in a Gordon Institute of Business Science Women Entrepreneurship Program

2012 ROCCI/ FNB Education business of the year 2nd place (Shareholder of TTLI Pty Ltd)

2012 Published article in South African book by Knowledge Resources on Mentoring in the workplace

2011 ROCCI/FNB Small business of the year 3rd place (Shareholder of TTLI Pty Ltd)

2010 & 2011 SACCI (South African Chamber of Commerce & Industry) Business woman finalist

2010 Speaker on MCATV, DSTV subscription channel for Chartered Accountants

2009 ROCCI FNB Business Woman Community Champion 2nd Place

2009 Mrs. United Nation SA 2nd & Business woman award

2009 - 2011 Record 23 MP3 audio talks on the soft skills of Chartered Accountants

2008 - 2013 Write and publish 20 articles for the Accountancy SA magazine for Chartered Accountants

2007 Publish chapter as co-author with Monash SA staff in International book on the Globalisation of Accounting standards in South Africa

1999 - 2001 Deloitte - appointed as accountant in charge from 2nd year, normally a role for a 3rd year

1998 UJ - selected by B Com Accounting Honours class as class committee member

1994 Selected as prefect after 9 months - joined school only in Grade 11. Receive the Beyers Naude Trophy - Most dedicated student - Grade 12. Achieve 3rd academic place in Grade 12 class. Selected for the West Rand Youth Choir and Library Prefect.


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4. CAREER HISTORY (PAID AND VOLUNTEER)

4.1 CAREER SUMMARY

Company Area Roles Years

WITS University (SAICA Accredited)

JHB Senior Lecturer – Accounting 01/2016-date

Monash SA (SAICA Accredited)

JHB Financial Manager 08/2014-12/2015

TTLI Pty Ltd (SME) (Leadership Training)

JHB 50% Shareholder & SME Financial Director Sessional Lecturer - Auditing 1

08/2007–07/2014

Monash SA (SAICA Accredited)

JHB Lecturer –Auditing & Financial Accounting 09/2004-03/2007

WITS University (SAICA Accredited)

JHB Lecturer – Accounting 01/2003-08/2004

Deloitte JHB Senior Consultant - Corporate Tax 2002

Deloitte JHB 1999 - Trainee Accountant 2000-2001 - Accountant in Charge

01/1999-12/2001

4.2 PROJECTS VOLUNTEERED SUMMARY

2010-date

ELENEL TRUST

(Volunteer Trustee)

Trustee for shareholding trust

Mainly review Annual Financial Statements with Main Trustee

2007-2014

LEAD FOR AFRICA NPC

(Volunteer Director)

SAICA Hope Factory – Mentor to Entrepreneurs

Oasis Cosmo city youth - talk on Professional Branding

West Ridge high school women - talk on Professional Branding

Florida high school women - talk on Professional Branding

Lady ROCCI (Roodepoort Chamber of Commerce and Industry – guest speaker

Monash SA student women leadership team - leadership session

Spa Park primary school - leadership development weekend

Tirisano Mmogo school - Project manager: support program for staff and children

Cosmo City grade 8-12 - Project manager: Maths and English support program

International Mentoring Network - Project manager for 3 annual conferences at Monash SA

2005-2006

MOSAIEK CHURCH

(Married to Pastor of church)

Women ministry - leader and speaker

Couples retreats - trainer

Financial offering - team member

Book Club – leader

2001-2004

RANDBURG CHURCH

(Married to Pastor of church)

Praise and worship team

Mozambique outreach program - team leader for week with team from USA

Zandspruit community church - session with women leaders

Road to recovery program – support group for women with eating disorders

Youth program – research, session and 1@1 coaching high school women eating disorders


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4.2 DETAILED CAREER HISTORY

DATES OF EMPLOYMENT Aug 2014 to date

COMPANY Monash SA

NATURE OF BUSINESS Private Higher Education

ROLES Financial Manager

REPORTING TO Financial Director

REASON FOR LEAVING Would like to move back to Lecturing and Research

DUTIES & RESPONSIBILITIES

Financial reporting & Annual

Audit

Prepare documents for AGM/Board meeting and Budget Review meetings

Prepare annual financial statements in line with

Assist with reporting monthly & quarterly on HFM & Case view

Liaise with external auditors re annual audit

Prepare Annual Audit working paper file

Prepare financial delegation policy

Cashbook Review Cashbook inputs done on Accpacc, post CB batches

Do Cashbook reconciliations

Responsible for HSBC online banking and liaise with Banker

Completed Circular Resolution, Minutes of Meeting for Signatories change Fixed Assets Researched US GAAP & IFRS treatments of Land & buildings

Liaise with JLL for annual Property valuation and provided all documents needed

Liaise with Attorneys to receive Title deeds for all Properties

Complete Capex Budget and LRP/Long Range Plan

Met with quantity surveyor and Engineers for fee estimates for new Faculty Building

Conduct CAPEX & OPEX research

Tax Compliance Do VAT IT and Entity maintenance on SARS-Filing

VAT: complete and submit outstanding monthly VAT returns including penalties and interest

Complete the 2013 provisional tax returns (IRP6) & and income tax returns (IT14)

Visit SARS for: o Yearend change for IT o Postal address change for IT and VAT o Public Officer change o Follow up on Vat Penalties and interest

Liaise with KPMG and Securitax regarding an Objection for incorrect 2013 provisional tax penalties and interest charged by SARS based on a wrong yearend

Liaise with and released Income tax type and provisional tax types to KPMG to take over

CIPC Company Secretarial

Duties

Liaise with STATUCOR and Directors for various CIPC changes: o COR 21 – Registered Physical address & Postal address change o COR 39 – Directors changes o COR 44 – Company secretary change

Draw up Circular Resolutions for company changes

Journals

Do monthly journal entries and reallocation entries

Review/post monthly journal entries

Prepare monthly journal file for CFO to sign off all journals


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Financial Planning, Budgets

& Forecasts – LSA & MSA

Assist with preparation of annual budget for operational & capital expenditure MSA and LSA

Consolidate cost centre budgets in Accpac using Qlikview reports & assist to prepare Forecasts.

Monthly upload of financial forecasts (Revenue, Expenses, Balance Sheet, Cash flow, Capex) into HFM Planning with Case view

Started with monthly uploads of actuals (mainly for LSA) into HFM

Monitor actual costs vs budget on ongoing basis – assist departments with budget checks before payment requisitions submitted to Executives for approval. Report budget overspends to management and make proposals for cost management on the following departments: Corporate, Finance, Executive Office, Sales & Marketing, COO

Completed and uploaded the budget and LRP for Revenue, Expenses, Capex, Cash flow

and Balance sheet

Assist with the calculations of revised budgets or all 36 cost centres

Liaise with HOD’s from cost centres on re-allocations of costs from one cost centre to

another cost centre

DATES OF EMPLOYMENT Aug 2007 to July 2014 (7 YEARS)

COMPANY TTLI Pty Ltd (SME)

NATURE OF BUSINESS Leadership Training

ROLES 50% Shareholder & SME Financial Director

REPORTING TO Co-shareholder & Clients

REASON FOR LEAVING Sold 50% of shares in TTLI PTY LTD


Gen Y CA (SA) Soft Skills

Development

Research the softer skills of the CA (SA)

Write 20 articles for the Accountancy SA magazine

Record 23 MP3 audio talks (20-30 minutes each)

Guest speaker on Media Chartered Accountant Television (SAICA subscription channel

on DSTV) on this research and topic

Publish in book Knowledge Resources on Mentoring in the workplace

Develop and implement coaching program for CA (SA) students and trainee

accountants, aligned with the pervasive professional skills competencies of the SAICA

training model. SAICA, Investec and Nedbank sponsor this program for Thuthuka and

Investec bursary students and trainee accountants.

Conduct a research study for SAICA on the Profile of a successful CA(SA) student

Develop and offer a course on personal financial leadership to corporate clients

Small Business Strategy &

Growth

Contributed to transforming a struggling start-up sole trader business into a Private Company with 10 Employees that has been approached by potential buyers, which is not often heard of in the highly competitive education sphere that is so flooded with start-ups that fail.

Financial Accounting &

Reporting

Monthly pastel inputs (Vat)

Monthly cash book entries and bank reconciliations

Monthly customer & supplier invoices and reconciliations

Monthly general ledger accounts, trial balance, income statement and balance sheet

Monthly maintenance of credit control procedures to ensure credit terms are adhered to and risk exposure to doubtful debts is limited to the level stipulated in the finance policy, complying with legislation and company policies

Annual reporting - import pastel trial balance to case ware to compile annual financial statements in line with IFRS


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Comparison of monthly budgets to actual performance of business, variance analysis and suggestions for conservative cash flow management.

Manage cash flows conservatively through managing expenses

Draw up service proposals and tender documents for clients based on RFP and tenders

Project financial return by analysing risks and opportunities in new projects

Tax Compliance Plan, manage and execute the company’s tax affairs under existing and proposed tax legislation

New company registrations (Income Tax, Vat, PAYE, UIF, SDL, WC, CIPC)

Monthly calculation, completion and submission of all company returns using the following online software systems - SARS E-FILING, EASYFILE, U-FILING, CIPC ANNUAL RETURNS, ONLINE WORKMANS COMPENSATION RETURNS

VAT 201: Compile vat tax type report, vat reconciliation on excel, complete and submit return on SARS-E-filing before last day of following month, pay VAT via credit push and online banking

IRP 6: Calculate provisional tax for directors and company, complete and submit return on SARS E-filing before the 31 August (1ST) and 28 February (2ND), pay tax via credit push and online banking

IT14: Calculate income tax for company per tax computation, complete and submit return on SARS E-filing before 6 months after yearend and pay tax via credit push and online banking

DTR01 & DTR02: Calculate dividend tax to shareholders, complete annual returns on SARS E-filing and pay tax via credit push and online banking

IT12: Calculate income tax for individuals, complete and submit annual return on SARS E-filing before 30 November - clients pay own tax via online banking

EMP201: Calculate monthly PAYE, UIF, SDL, COID & ETI using Pastel Payroll, complete and submit monthly return on SARS E-filing before the 7th and pay tax via credit push and online banking

EMP501: Reconcile IRP5’s with EMP201 and submit bi-annual return on SARS E-filing before 31 May and 31 October

UIF8: Calculate and submit monthly return on U-filing before the 7th

COID WAS8: Calculate and submit annual return on DOE online website before 31 March and pay tax via online banking

Request company and individual tax clearance certificates on SARS E-filing and collect from SARS Roodepoort office

Liaise with and meet with SARS consultants at Roodepoort Office to address queries and changes (with POA signed)

Secretarial Duties Ensure all contracts and agreements are kept in safe custody

Meetings Prepare the schedule of meetings for the year and agendas for these meetings Manage and conduct all meetings in line with statutory requirements (Staff, Performance Management, Shareholders and Directors) Maintain and update all meetings’ files with:

Meeting notices, Agendas, Attendance registers, Minutes, Special resolutions

Companies Act 2008 Comply with the statutory provisions of the Companies Act Maintain and update the CIPC File for: Original COR and supporting documents Annual return submission on-line at CIPC Lodge changes during the period Maintain an electronic company register and minutes book

Human Resources & Project Establish employee job profiles for business

Recruit, interview and hire new staff and provide employee orientation


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Management Facilitate project meetings. Instructed and guided project team members on specific requirements, timelines, and deliverables of the project

Monitor quality of work and performance of staff against operational standards by using a performance management system and project deliverables

Administer and implement Pastel Payroll: salary slips and leave forms

Control staff attendance, overtime worked and leave applications

Maintain employee files with all statutory and confidential information

Policy & Template

development in line with

ETDP SETA requirements

Develop and implement internal control procedures, QMS and policies to assure safeguarding of assets and reliability of financial statements

Direct employees in accordance with company internal control procedures and policies HR policies and documents Finance policies and documents Student administration policies and documents ITS policies OHS policies QMS policies and documents

Ensure all letterheads, notices and other official stationery and publications of the company display the correct name of the company, registration number, registered office and names of the directors and company secretary

Ensure company adhere to all relevant legislation applicable to training

CLIENTS WORKED WITH Nedbank CA(SA) trainee accountants

SAICA Thuthuka CA(SA) students at University of Witwatersrand

Investec bursary CA(SA) students at University of Witwatersrand

Private CA(SA) students

Media chartered accountant TV

Accountancy SA magazine

Standard Bank security services

Monash SA short course department Australian football league work readiness course Mogale city councillors leadership course Certified business professional short course Monash SA personal assistants Professional image course

Knowledge resources

ROCCI SME program

Principal officers association

Altimax with Deloitte MFMP & AAT(SA)

Village Main Reef Limited

Big Blue

Clover

1st Solutions professional image Johnson Diversey Centurion Eye Hospital South African Express Investec

ABSA

Masana petroleum solutions

PWC young women development

Mawenzi Human Capital Pty Ltd & Africa Rainbow Minerals

Rothmann & Company (IRBA sole trader practice and SAICA member) Kinderstrand NPC Blue Zebra Design House Pty Ltd Gems Property Investments Pty Ltd Eagles Landing Properties Pty Ltd


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Aqua mat SA Pty Ltd Aqua master SA Pty Ltd

PROJECTS

VOLUNTEERED IN

SAICA Hope Factory – Mentor to Entrepreneurs

ESE Accounting Alliance – helped with Accounting and Tax work for small clients

Oasis Cosmo city youth - talk on Professional Branding

West Ridge high school women - talk on Professional Branding

Florida high school women - talk on Professional Branding

Lady ROCCI (Roodepoort Chamber of Commerce and Industry – guest speaker

Monash SA student women leadership team - leadership session

Spa Park primary school - leadership development weekend

Tirisano Mmogo school - Project manager: support program for staff and children

Cosmo City grade 8-12 - Project manager: Maths and English support program

International Mentoring Network - Project manager for 3 annual conferences at Monash SA

DATES OF EMPLOYMENT 09/2004-03/2007 (2.5 YEARS)

COMPANY Monash SA

NATURE OF BUSINESS Private Higher Education

ROLES Lecturer

REPORTING TO Head of Accountancy Studies

REASON FOR LEAVING Pursue career as Entrepreneur and own Business


Lecturer & Tutor Lectured and tutored financial accounting

Lectured foundational program accounting

Appointed as unit leader for undergraduate CA(SA) curriculum: financial accounting

Research Present research paper on teaching accounting to 2nd language users

Contribute to a chapter in international book by Monash SA on the training impact in SA of globalisation of accounting standards

Present research paper on teaching accounting to a visually impaired student at WITS

Complete Master’s degree in higher education

Assist in an international case study research project

Represent the South African campus to develop a mentoring program for Monash SA academics worldwide

Committees

Board of studies committee (2006-2007)

Monash SA education committee (2005)

School of business and economics research committee (2005)

PVC’s award for distinguished teaching selection committee (2006)

Campus review work group: Learning and teaching committee (2006)

PROJECTS VOLUNTEERED IN

Women ministry - leader and speaker

Couples retreats - trainer

Financial offering - team member

Book Club - leader

DATES OF EMPLOYMENT 2003-08/2004 (1 YEAR 8 MONTHS)

COMPANY University of the Witwatersrand

NATURE OF BUSINESS Higher Education

DESIGNATION Lecturer

REPORTING TO Head of School of Accountancy


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REASON FOR LEAVING Pursue Career at International Private Higher Education Institution


Lecturer & Tutor Course Leader: Accounting 1 Manage 1 000 students with 3 lecture classes and 36 tutorial groups Manage 18 tutors

Lecturer: Accounting 1 Lectured 1st year curriculum

Tutored: Financial Accounting 2

Research Research: Completed adult education short courses & wrote research papers

Conferences: Attended SAAA conferences

Committees / Community Mentored a visual impaired student in Financial Accounting 1

PROJECTS VOLUNTEERED IN

Zandspruit community church - session with women leaders

Road to recovery program – support group for women with eating disorders

Youth program – research, session and 1@1 coaching high school women eating disorders

DATES OF EMPLOYMENT 1999-2002 (4 YEARS)

COMPANY Deloitte and Touché Entrepreneurial Services & Tax Division

NATURE OF BUSINESS Auditing, Accounting & Taxation

DESIGNATION Trainee Accountant Senior Tax Consultant

REPORTING TO Managers & Partners

REASON FOR LEAVING Pursue Career in Lecturing


Trainee Accountant Completed 3 year training program at various clients in various industries

Used AS2 methodology

Wrote SAICA qualifying exam part 1 and passed 1st time

Completed advanced certificate in auditing

Wrote SAICA qualifying exam part 2 and passed 1st time

Qualified as CA(SA)

Accountant in Charge Lead and managed audits since 2nd year

Planned audits

Managed teams up to 5 members

Compiled reports

Senior Tax Consultant Tax accrual reviews

Compile tax computations for clients

Complete and review income tax returns for clients

Opinion work and research on relevant tax issues

Due diligence work for mergers & acquisitions

CLIENTS WORKED WITH Listed Companies Astrapak Ltd (Packaging) DNA Ltd (Supply chain logistics) Metrofile Holdings/MGX (Information management) JD Group Ltd (Retail)

Pty Ltd Companies SA Air Link (Airline) Kohler Packaging (Malbak) (Packaging) Chemimpo SA (Chemical) Progress Software (Information technology) Dimension Data (Information technology) First Graphics (Printing and design)


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Soda Stream (Manufacturing) Ocean Basket (Restaurant) Super Clean (Corporate Cleaning)

State Owned Companies South African Airways (Airline)

Incorporated / Partnerships Bowman Gilfillan (Legal)

PROJECTS VOLUNTEERED

IN

Praise and worship team

Mozambique outreach program - team leader for week with team from USA


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5. PUBLICATIONS IN THE CA (SA) PROFESSION ACCOUNTANCY SA JOURNAL (SAICA) Du Plessis A, (2008-2013). 20 articles on the soft skills of the CA (SA). 1 500-3 000 words each. Accountancy SA journal. South Africa: SAICA. 2008 A different language called kinesics Building a moral intelligent culture Building an authentic leadership image Revive mentoring to retain your talent 2009 – 2010 Branding Issue (3 articles per Issue) Leadership Issue (3 articles per Issue) People Issue (3 articles per Issue) Learning Issue (3 articles per Issue) Conduct Issue (3 articles per Issue) Cutting edge Issue (study lessons from SAICA Thuthuka students) Leadership & Management Issue (interviews with 5 CA (SA) women leaders) 2011 A thought leadership conversation with Brand Pretorius Investing in the core - Customers Personal financial leadership Social entrepreneurship - interview with Natalie Zimmelman (AATSA) The softer issues (budget for it) Women in the profession setup up 2012 Matching passion with results (study lessons from Investec & Thuthuka students) 2013 – Front page articles Driven humility - Interview with Suresh Kana (CEO PWC) Facing the giants - Interview with SekelaXabiso

ACCREDITED INTERNATIONAL JOURNALS Anderson MA, Dean RA, Ding DKY, Du Plessis A, Hoover SA, Kester GW & Skully M (2008). How students outside the United States view the case method of teaching. Advances in financial education, Vol. 6, 159-172, Winter 2008. USA. Du Plessis A, Hoover SA & Kester GW (2008). The perceptions of accounting and finance students in South Africa on cases versus lectures. Journal of the academy of business education, Vol. 8, 2007. USA.

BOOK CHAPTERS Du Plessis A, Edwards I, Schelluch P, Struweg J & West A (2007). Globalisation and accounting reforms in an emerging market economy: a case study in South Africa. Globalisation of accounting standards: Monash studies in global movements, 275-294. Godfrey JM & Chalmers K (Ed). Australia: Edward Elgar.


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Du Plessis A (2012). Mentoring to retain talent. Mentoring & Coaching, 69-72. South Africa: Knowledge Resources.

MASTERS DEGREE THESIS (270 Pages) Du Plessis A (2007). Assessment of learning in Accounting at first year level in Higher Education: Promoting a deep-approach-to-learning. Full thesis. South Africa: University of Johannesburg.

RESEARCH & WORK PAPERS Du Plessis A (2003). Personal essay – my socialisation process. Research assignment – WITS Honours degree course: social world of education, training and development (14 April 2003). Du Plessis A (2003). Action research project - eating disorders. Research assignment Randburg Gemeente – WITS Honours degree course: education, training and development course (2 May 2003). Du Plessis A (2003). Designing a teaching portfolio in an Accounting context. Research assignment – WITS Honours degree course: education, training and development course (9 June 2003). Du Plessis A (2003). Case study - attitude change intervention on diversity in an Accounting context. Research assignment – WITS Honours degree course: social world of education, training and development (10 June 2003). Du Plessis A (2003). Curriculum defined in an Accounting context. Research assignment – WITS Honours degree course: curriculum development and design (1 September 2003). Du Plessis A (2003). Materials evaluation – 1st year Accounting. Research assignment – WITS Honours degree course: curriculum development and design (13 October 2003). Du Plessis A (2003). Curriculum plan for Accounting 1 to address language barrier. Research paper at WITS University - Honours degree course: curriculum development and design (3 November 2003). Du Plessis A (2003). Challenge cultural models of Accounting students through a curriculum plan. Research paper at WITS University - Honours degree course: learning and teaching in adulthood (10 November 2003). Du Plessis A & Burger D. (2012). Skills analysis and intervention for teachers and principals in Gauteng. Study conducted in 2012 for Monash SA and Gauteng Department of Education, Ruimsig, Johannesburg.


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6. SPEAKER ON RESEARCH AND AT EVENTS INTERNATIONAL CONFERENCE PROCEEDINGS Du Plessis A. (2005). Needs analysis: Teaching Accounting to a visually impaired student. Paper presented and published proceedings of the 2005 International conference on business, Hawaii, United Stated of America, 26-29 May 2005. Du Plessis A (2006). Curriculum plan to introduce the accounting language to English second language users. Paper presented and published proceedings of the 11th Accounting Congress: new challenges of accounting, ethics, independence and critical thought, Coimbra, Portugal, 16-18 November 2006.

RESEARCH STUDIES PRESENTED Du Plessis A. (2010). Pilot study - Profiling SAICA Thuthuka students. Study conducted in 2010 and presented to the SAICA Thuthuka Board, Bedfordview, Johannesburg. Du Plessis A (2011). Femme Fatale – CA (SA) woman leaders in South African business. Paper presented at the 2nd International mentoring network conference, Johannesburg, South Africa, 27-28 July 2011.

PRESENT ON MCATV - CPD DSTV SUBCRIPTION CHANNEL FOR CA (SA)’S 10 minute talks presented as part of the Therapeia “softer issues” series Why the softer issues. Johannesburg, South Africa, 27 April 2010. Authentic personal brand. Johannesburg, South Africa, 27 April 2010. Leadership lessons from CA (SA) women leaders. Johannesburg, South Africa, 4 August 2010. Moral intelligence. Johannesburg, South Africa, 4 August 2010. 1000 tribes – silos in businesses. Johannesburg, South Africa, 4 October 2010. The core - customers. Johannesburg, South Africa, 4 October 2010.

INVITED PRESENTER FOR WOMEN EVENTS Is ek vet of maer genoeg? (60 minute talk) Presented at Randburg church, Johannesburg, South Africa, May 2003 Presented at West Ridge high school women event, Johannesburg, South Africa, August 2008. Presented at Vryheid Dutch Reformed church, Vryheid, South Africa, 30 June 2010. Leef jou styl met egtheid en passie (45 minute talk) Presented at Florida High school women event, Florida, Johannesburg, South Africa, August 2008. Presented at Mrs. United Nations Vryheid women event, Vryheid, South Africa, August 2009. Presented at AGS Waterkloof women’s day event, Pretoria, South Africa, October 2009. The butterfly effect – consequences of actions (15 minute talk) Presented at Lady ROCCI event, Ruimsig, Johannesburg, South Africa, 18 February 2010. Remember yesterday, value today, hope for tomorrow (30 minute talk) Presented at PWC Women EMPOWA event, Johannesburg, South Africa, 9 August 2008.


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Authentic personal brand (15 minute to 1hr talk) Presented at Monash SA Student Women Leadership session, Ruimsig, Johannesburg, South Africa, 2007. Presented at Knowledge Recourses PA Conference, Fourways, Johannesburg, South Africa, May 2009. Presented at Lady ROCCI event, Cradle of Humandkind, Johannesburg, South Africa, May 2009. Presented at Altimax women’s day event, Midrand, South Africa, 9 August 2009. Presented at POA women’s day event, Melrose Arch, Johannesburg, South Africa, 2009. Presented at SAICA Staff event, Bedfordview, Johannesburg, South Africa, February 2010. Presented at WITS residence academic awards, Johannesburg, South Africa, May 2011. Master of ceremonies/conference chair Mosaiek women’s ministry event, Johannesburg, South Africa, July 2004. Mosaiek women’s ministry event, Johannesburg, South Africa, May 2005. Knowledge Recourses PA Conference, Fourways, Johannesburg, South Africa, May 2009

AUDIO RECORDINGS / TALKS Du Plessis A (2008-2012). 23 audio recordings on the soft skills of the CA (SA). 20-30 minutes each. South Africa: ThembaThandeka Leadership Institute Pty Ltd. 2008 Manage your image – even Winston Churchill did Moral intelligence Revive mentoring to retain talent 2009 21 irrefutable laws of life 1000 tribes syndrome in business - Silos An authentic personal brand makes you memorable Invest in the core of your business - customers Non-linear leadership principles Unlock employees’ potential – the process 2010 Butterfly effect – consequences of our actions Power of the story 1 - Corrie Ten Boom & Helen Keller Power of the story 2 - CA (SA) Thuthuka students Power of the story 3 - lessons from CA (SA) leaders Power of the story 4 - learning from my career Power of the story 5 - personal financial leaders Power of the story 6 - SA entrepreneurs 2011-2012 Budget for soft skills training – it increase profits To be a cutting edge CA (SA) student Interview with Brand Pretorius (Ex-CEO McCarthy Ltd) – Thought leadership Interview with Hermann Du Plessis (MD TTLI) - Leadership coaching Interview with Marina Francis (Carl Zeiss) - human capital in a developing country Interview with Mark Roux (Deloitte) - corporate social performance Interview with Sakkie Stoltz (ROCCI) – Marketing for a sustainable business


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7. PERSONAL DETAIL

Full Name Adel

Surname Du Plessis (Maiden Name – Combrinck)

Years qualified CA (SA) 15 years post qualification (2002 to date)

Postal address PO Box 6393, Weltevredenpark, 1715

Physical address Eagle Canyon Golf Estate, Honeydew Manor, Johannesburg, 2170

Mobile number 082 300 6843

Fax number 086 568 4572

Personal Email [email protected]

Personal Website www.adelduplessis.com

Social Media Account Name: Adel du Plessis

Nationality South African

ID number 7607180030087

Income tax number 2652008141

SAICA number 04852372

SARS Tax Practitioner number PR-0003208

Passport number AO2153720 (Expire 2022)

National Driver License Code: EB Nr:41220006MSVW (Expire 2017)

International Driver License Code: EB Nr: 2122128 (Expire 2014)

Pastel Accountants Forum Customer number: 387709

Pastel Payroll Forum Customer number:P-ADP00017

Case Ware Member Customer number: THE20A

Languages English, Afrikaans

Marital status Married to Ferdinand Hermann Du Plessis (7411265072084)

Health Excellent

Interests/Hobbies Running, Wine, Autobiographies, Movies, Travel

Date of Birth 18-07-1976

SCIENTIFIC ASSESSMENTS PERSONAL PROFILE

Gallup strengths Achiever Analytical Deliberative Learner Focus/Significance/Competition/Command

Discuss personality Analyst Driver (Compliance Dominance)

Gardener learning styles Intra-Personal Logic-Mathematical Visual-spatial

Enneagram personality Achiever (Number 3)

MBTI behaviour Introversion Sensing Thinking Judging

Ravens logical skills 98% Superior


http://www.adelduplessis.com/


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8. REFERENCES

SKILL REFERENCES

CA(SA) LECTURING & RESEARCH

Mrs. Shelley Nelson CA(SA) Partner: Deloitte Mentor during articles [email protected] +27 82 854 0103

Professor Jackie Arendse CA(SA) Ex- Head of School Accountancy WITS [email protected] +27 82 924 1070

Professor Sarah Gravett Dean: UJ Faculty of Education Master’s Thesis Supervisor [email protected] +27 82 565 1273

Professor Anton Du Toit CA(SA) Ex-Head of Accountancy Studies Monash SA +27 83 252 0910

FINANCIAL MANAGEMENT

Mr. Brand Pretorius Ex-CEO: McCarthy Ltd Mentor [email protected] +27 11 888 2096

Mr. Luther Van Zyl CA(SA) Managing Director: Elenel Trust [email protected] +27 82 789 3680

Mr. Hermann Du Plessis Managing Director: TTLI Pty Ltd [email protected] +27 82 853 7463








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REFERENCE LETTER: ELENEL TRUST – TRUSTEE (2012- DATE) (ASSET BASE: R25 000 000)


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REFERENCE LETTER: TTLI PTY LTD – SME 50% SHAREHOLDER & FINANCIAL DIRECTOR (2007-2014)


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REFERENCE LETTER: MONASH SA – AUDITING SESSIONAL LECTURER (2013)


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REFERENCE LETTER: UNIVERSITY OF WITWATERSRAND – CA (SA) STUDENT COACH (2008-2011)

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