Licensure Exam Strategic Planning
(Client Organization Name Withheld)

Guiding professional education and examination staff on best-practice and research-based improvements for existing licensing assessment program, focusing on development, delivery and security.

Certification Exam Independent Expert Analysis
(Client Name and Target Organization Withheld)

Conducting an independent, expert analysis of a high-stakes certification examination’s standard-setting and score reporting for a legal challenge.

International Certification Examination (Certified Sanctions Specialists) Performance Analysis
Association of Certified Sanctions Specialist (ACSS)

Conducting examination and item analyses for a high-stakes international examination, leading to the Certified Sanctions Specialists credential.

Certification Exam Review and Validation
Canadian Institute of Chartered Business Valuators (CBV Institute)

Working with the professional education staff and business valuation experts, using credentialing program standards to lead job/practice analyses, task-identification and definition, and assessment blueprinting, for a high-stakes national certification examination, leading to the Chartered Business Valuator credential.

International Certification Examination Development
Association of Certified Sanctions Specialist (ACSS)

Working with multi-site client teams and sanctions experts, using credentialing program standards to lead job/practice analyses, task-identification and definition, assessment blueprinting, item and case development, and standard-setting for a high-stakes international examination, leading to the Certified Sanctions Specialists credential.

Entrance Examination Development
University of Waterloo – Accounting and Financial Management Program (U Waterloo AFMAA)

Worked with accounting professors and university registrar’s office, using test development standards to create an online assessment tool to supplement existing admissions criteria. The work included instrument development and rater training for the inaugural implementation of the assessment.

Proprietary Technology Certification Examination Development
Zebra Technologies Corporation (Zebra)

Working with multi-site client teams, using credentialing program standards to lead job analyses, task-identification, assessment blueprinting, item development, and standard-setting for three international proprietary technology examinations.

Psychometric Review of the Competency-Based National Insolvency Examination
Canadian Association of Insolvency and Restructuring Professionals (CAIRP)

Using credentialing program standards for assessment development, delivery, scoring and reporting, investigating processes to identify strengths and needs, and tabling recommendations for this high-stakes national certification exam, which leads to the Certified Insolvency and Restructuring Professional (CIRP) designation. Provision of training for Examination Board on competency-based assessment based on review recommendations. Advisory role on Task Force for implementing review recommendations

Training and Development Exam Analyses for Financial Professionals
Royal Bank of Canada

Using Classical Test Theory to analyze multiple-choice item performance on National Exams for role-specific financial professionals, identifying national and regional performance trends; improving item and exam quality; and establish equating parameters and cut scores.

National Licensure and Certification Exam Analyses
Chartered Professional Accountants of Canada

Using Classical Test Theory to analyze multiple-choice item performance on the CPA Canada Core and Electives Exams to identify trends, improve items and establish equating parameters and cut scores.

Standard-Setting Studies for National Competency-based Licensure Exam
Canadian Association of Insolvency and Restructuring Professionals

Leading standard-setting studies using a Modified Angoff Method for the Competency-based National Insolvency Exam.

Standard-Setting Studies for Licensure and Certification Exams
Chartered Professional Accountants of Ontario

Leading standard-setting studies using the Angoff Method for the Chartered Accountants Reciprocity Examinations.

Entry and Case Exam Analyses for National Certification Program
The Society of Certified Management Accountants of Canada

Using Classical Test Theory to analyze multiple-choice item performance on the CMA Canada Entry Exams to identify trends, improve items and establish equating parameters and cut scores. Review of scoring rubrics and judging tendencies for open-ended items on the CMA Canada Case Exams.

Corporate Mastery Test Development
The Canadian Imperial Bank of Commerce, Training and Development

Assisted client in mastery test development for a mandatory program for some 40,000 employees, providing test analytics, including item analysis to establish reliability and validity evidence. Provided recommendations involving industry best practice for mastery test development and use to Corporate Training and Development unit of this leading international financial institution.

Standard-Setting Study
York University School of Nursing

Led standard-setting study for the Equivalency Recognition for Nurses program, using the Angoff Method.