Thompson Rivers University

Dan Thompson CPA CMA, CFA

Name: Dan Thompson CPA CMA, CFA
Position: Teaching Professor
Phone: (250) 828-5078


Homepage URL:

Research Interests

Cost of capital
Financial statement analysis and earnings quality
Business valuation and restructuring
Developing open educational resources (OERs) in financial management
Educational consultant in the areas of accounting and finance


Chartered Financial Analyst (CFA), Chartered Financial Analysts Institute, 1997

Master of Business Administration, Queens University, 1988

Certified Management Accountant (CMA), Certified Management Accountants of Manitoba, 1987

Bachelor of Education, University of Manitoba, 1984

Certificate in Data Processing, Red River College, 1983

Bachelor of Commerce (Honours), University of Manitoba, 1981


Case Studies

Thompson, Dan (2015). Delisle Industries. Ivey Publishing.
Thompson, Dan (2014). Home Energy Solution. Ivey Publishing.
Thompson, Dan (2012). Gemini Electronics. Ivey Publishing.
Thompson, Dan (2012). Strong Tie Ltd. Ivey Publishing.
Thompson, Dan (2010). High Mountain Technologies. Ivey Publishing.
Thompson, Dan (2009). Darlarna Furniture. Ivey Publishing.
Thompson, Dan (2006). California Choppers. Ivey Publishing.
Thompson, Dan (2006). Caltron Ltd. Ivey Publishing.
Thompson, Dan (2006). High Performance Tire Ltd. Ivey Publishing.
Thompson, Dan (2006). Orion Computers. Ivey Publishing.
Thompson, Dan (2005). Pleasure Craft Inc. Ivey Publishing.
Thompson, Dan (2005). Cariboo Industrial Ltd. Ivey Publishing.
Thompson, Dan (2005). Heavenly Reception Ltd. Ivey Publishing.
Thompson, Dan (1995). Canadian Airline Industry. European Case Clearing House.

Over 65,000 cases sold in approximately 25 different countries.

Journal Articles

Thompson, Dan (2006). Income Trusts and Business Efficiency. Tax Notes International. February 20, 2006, pp. 629-635.

Distance Course Development

BUSN 6021 Corporate Finance
FNCE 4111 Advanced Financial Management for Accountants

Open Educational Resource Development

Completed teaching modules including a reading, slides, problems, and answer keys for:

Introduction to Financial Management
Introduction to Business Valuation
Time Value of Money
Financial Statement Analysis
Financial Reporting Quality
Maturity Matching
Financial Planning and Growth
Cost of Capital
Working Capital Management
Permanent Debt and Equity Financing
Risk and Return and Stock Valuation
Bond Valuation and Interest Rates
Cost of Capital
Optimal Capital Structure
Dividends and Dividend Policy
Business Valuation
Mergers and Acquisition and Other Forms of Corporate Restructuring
Bankruptcy, Liquidation, Reorganization
Corporate Governance and Executive Compensation
Business Forecasting
International Finance
Risk Management and Derivatives

Over 350,000 words written.

Employment History

Thompson Rivers University, 2017-Present (Tenured)
Teaching Professor, Accounting and Finance

Thompson Rivers University, 2012-2017 (Tenured)
Associate Dean, Undergraduate

Thompson Rivers University, 2011-15 (Tenured)
Senior Lecturer, Finance and Accounting

Thompson Rivers University, 2005-2008
MBA Co-ordinator

Thompson Rivers University, 1999-2005
Chair, Department of Management

Thompson Rivers University, 1988-2011 (Full-time)
Lecturer, Finance and Accounting

Confederation Community College, 1987-1988 (Full-time)
Instructor, Accounting

Duke of Marlborough School, 1984-1986 (Full-time)
High School Teacher

Red River College, 1983-1984 (Part-time)
Instructor, Economics

Courses Taught

ACCT 1210 Financial Accounting 1
ACCT 1220 Financial Accounting 2
ACCT 2540 Cost and Management Accounting 1
ACCT 2550 Intermediate Financial Accounting 1
ACCT 2640 Cost and Management Accounting 2
ACCT 2650 Intermediate Financial Accounting 2
BBUS 2210 Financial Accounting
BBUS 2540 Management Accounting
BBUS 3120 Introduction to Financial Management
BBUS 3140 Financial Statement Analysis
BBUS 3150 Investments 1
BBUS 3710 Small Business Finance
BBUS 4110 Advanced Financial Management for Accountants
BBUS 4120 Business Valuation and Restructuring
BBUS 4130 Advanced Financial Management
BBUS 4160 Portfolio Management
BUSN 6020 Corporate Finance
FNCE 2120 Financial Management
FNCE 3140 Financial Statement Analysis
FNCE 4110 Advanced Financial Management of Accountants
FNCE 4120 Business Valuation and Restructuring
FNCE 4130 Advanced Financial Management
GBUS 5000 Financial Reporting and Analysis
GBUS 5110 Corporate Finance
GBUS 5400 Advanced Corporate Finance
MKGT 2400 Marketing Strategy
MNGT 2120 Introduction to Financial Management
MNGT 2550 Management

Student Activities

Faculty Advisor, CFA Research Challenge
Faculty Advisor, CFA Ethics Challenge

Coached the CFA Ethics Challenge B.C. provincial championship teams in 2018 and 2019, and the national championship team in 2019.

Teaching Awards

Teaching Merritt Award, 2011
Masters of Business Administration
School of Business and Economics
Thompson Rivers University

Teaching Merritt Award, 2010
Masters of Business Administration
School of Business and Economics
Thompson Rivers University

Teaching Merritt Award, 2003
Bachelor of Business Administration
School of Business and Economics
Thompson Rivers University

Teaching Excellence Award, 1999
Thompson Rivers University

Professional Affiliations

Chartered Financial Analysts Institute, Member

Chartered Professional Accountants of B.C, Member


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