Louise Bérubé
Director Internal Audit, Agropur

Louise is a Chief Audit Executive who spent over two decades in audit focusing on risk, governance and internal audit management. She has been the Internal Audit Director at Agropur Cooperative since 2010. As a CPA, CA she worked for a Big 4 firm and continued her career working in the printing, insurance and beverage industries for companies having locations internationally.

She is a member of the Institute of Internal Auditors (IIA) and the Ordre des CPA du Québec where she also volunteered. She has served as the VP Training for the IIA-Montreal Chapter and within the Working Group on Need Analysis with the Ordre des CPA du Québec.

As the Director of Internal Audit, Louise is responsible for developing, organizing and directing the Cooperative’s Internal Audit plan, facilitating risk management activities and handling the ethics line. Reporting directly to the Audit Committee, she promotes governance and risk management. She recently received her certification as CRMA (Certified Risk Management Assurance) and CIA (Certified Internal Auditor)

Hugh J. Bolton
Director, WestJet Airlines Ltd.

Hugh Bolton is an influential senior executive and business leader. He is one of Canada’s most distinguished corporate directors, respected among his peers and within financial, investment and governance circles.

Hugh serves on the Corporate Oversight and Governance Advisory Board of the Chartered Professional Accountants of Canada, Edmonton’s Advisory Council of the Institute of Corporate Directors, the Edmonton Downtown Academic & Cultural Centre Foundation’s Board of Directors and the CN Edmonton Community Board.

Hugh recently completed long-standing board tenures with leading Canadian corporations, including WestJet Airlines Ltd., TD Bank Financial Group, the Canadian National Railway Company (Director Emeritus) and Capital Power Corporation.

Since retirement, he has been an active Corporate Director with Coopers & Lybrand (PricewaterhouseCoopers), following 40 active years. Hugh has considerable domestic and international experience in assisting Canadian multinational corporations.

Hugh has received numerous citations recognizing his accomplishments within business, his profession, and his contributions to public policy.

In November 2017, the Governance Professionals of Canada presented Hugh with the Peter Dey Governance Achievement Award for Excellence in Governance. The Institute of Chartered Accountants of Alberta has distinguished Hugh Bolton with a Fellowship, a Distinguished Service Award, and a Lifetime Achievement Award.

Antoine B. Carrière
Strength Coach and Trainer

 Antoine is a seasoned coach, trainer and entrepreneur. He has worked in private, not-for-profit organizations as well as federal government positions delivering programs and projects locally, provincially and nationally. Antoine has an ability to clarify the vision, to develop overall direction, is level-headed and will help determine the best approach to reach objectives. His mission is to help and inspire people. As a strengths-based coach and course leader, Antoine believes that everyone is unique and everyone has the potential to excel in their own way. Each person is naturally inclined to do or act in a certain matter, one that is uniquely their own. And therefore, self-awareness is the foundation to becoming an impactful individual.

Brigitte Catellier   
Vice President, Corporate Governance, Meridian Credit Union     

In January 2018, Brigitte joined Meridian Credit Union as Vice-President, Corporate Governance. With Meridian’s launch of a federal digital bank in April 2019, Brigitte was appointed Corporate Secretary of Motus Bank. In January 2019, Brigitte joined York University as Adjunct Professor of Osgoode Hall Law School.

Prior to Meridian, Brigitte held positions at Sun Life Financial as Vice-President, Associate General Counsel and Corporate Secretary as well as Corporate Secretary and Head of Governance of HSBC Bank Canada. Prior thereto, Brigitte spent close to a decade as Vice-President, Legal and Corporate Secretary of Astral Media Inc. and prior thereto, she was Associate General Counsel and Associate Secretary of Canadian National Railway Company.

Brigitte obtained her BCL/LLB degrees from McGill University (National Program) in 1988 and was admitted to the Quebec Bar in 1989. She began her legal career at Norton Rose Fulbright where she was named Partner in Business Law. She is a Fellow of the Institute of Chartered Secretaries and Administrators, and also obtained the designation of Certified In-House Counsel –Canada (CIC.C).

Louise Champoux-Paillé
Board member and lecturer, Hôpital Ste-Justine and UQAM

 An economist by training, Louise Champoux-Paillé holds an MBA, a Master's Degree in Museology and a Certificate in Governance from Laval University. She has successfully completed the Governing for Not Profit Excellence program of the Harvard Business School. Breaking new ground in a number of senior management positions, she has served as founding president of the Bureau des services financiers du Québec and executive vice-president of the Ordre des administrateurs agrées. Her research and volunteer work have helped promote good governance, ethics and women's access to strategic roles. In her career, she has served on numerous boards, including the Quebec state corporation SAAQ and the Ste-Justine Hospital. In 2012, the Québec government named Louise a member of the Ordre national du Québec. In 2014, she won the Governor General’s Award in Commemoration of the Persons Case, granted to women who have made outstanding contributions to the quality of life for women in Canada. In 2016, she was appointed to the Order of Canada for her contributions as an administrator and for her commitment to promoting women in governance. Recently, she received an award of excellence from Laval University and was named one of the Top 20 personalities for diversity.

Dominic Cole-Morgan
SVP, Total Rewards, Scotiabank

After graduating from University with a degree in Psychology with Statistics Dominic completed a Master’s Degree in Industrial Relations and Personnel Management at the London School of Economics. Dominic started working at the National Australia Bank in London in a generalist HR role and moved to Royal Bank of Scotland where he joined the Total Rewards team. After leaving the Royal Bank of Scotland, Dominic worked for Goldman Sachs as VP Compensation Europe before rejoining the Royal Bank of Scotland, and moving to Hong Kong, as Regional Director of Reward. Whilst in Hong Kong, Dominic joined Prudential Plc as Regional Reward Director Asia.  Returning to the UK, he joined Standard Life Plc as Group Reward and Employment Policy Director.  Dominic joined Scotiabank on August 1, 2018 as SVP Total Rewards with responsibility for Compensation, Benefits, Performance and Diversity and Inclusion. 

Korinne Collins
Vice President, Professional Development & Events, Canadian Credit Union Association

Korinne Collins is a seasoned executive with over 20 years of learning, business consulting and leadership experience, ranging from an entrepreneurial training start up that she built and subsequently sold, to leading learning teams at CIBC, IBM and PwC and currently at the Canadian Credit Union Association (CCUA).

Her current role as Vice President of Professional Development & Events is focused on the delivery of educational services and design of conferences for the credit union system’s 28,000 employees and 2500 directors across Canada.

Korinne served on the Board of the Institute for Performance and Learning for 5 years, and for 2 years held the role of Chair. She currently sits on the board as Vice Chair of the Public Services Health & Safety Association (PSHSA) for the Ontario Government and sits on an advisory panel for the Canadian Securities Institute (CSI). She was a member of the Steering Committee of the 30% Club Canada, focused on bringing more women onto Canadian Corporate Boards. Korinne has recently been appointed to the board of the Cooperative Development Foundation (CDF) and elected to the board of ABC Life Literacy.

Anne Corbett
Partner, Borden Ladner Gervais

Anne Corbett is a partner with the law firm of Borden Ladner Gervais LLP in Toronto where she specializes in the areas of corporate commercial law and health law with a special emphasis on corporate governance. Anne is involved in providing advice to boards of hospitals and hospital foundations.

Anne is the co-author of the Ontario Hospital Association's Guide to Good Governance, Hospital edition and the Guide to Good Governance for Charities and Not-for-Profit Organizations. She is a frequent speaker on topics related to directors, fiduciary duties, governance and accountability.

Anne is currently a director of William Osler Health System Foundation, and is a former director of Humber River Regional Hospital Foundation, Cardiac Care Network, Institute for Clinical Evaluative Sciences and St. John’s Rehab Foundation.

Anne Corbett received her B.A. from the University of Windsor in 1976, her LL.B from the University of Toronto in 1979 and was called to the Bar in Ontario in 1981.

Judy Cotte
CEO , ESG Global Advisors Inc

Judy Cotte is CEO of ESG Global Advisors, Inc., a new firm she has formed to assist boards of directors to understand: how shareholders view the ESG-related business risks and opportunities; their management for superior long-term value, and better communicating approaches to shareholders through disclosure and engagement.

Previously, Judy was V.P. & Head of Corporate Governance & Responsible Investment for RBC Global Asset Management (“RBC GAM”) and was a member of the firm’s Executive Committee. Previously, she was the Director of Policy Development & Chief Operating Officer for the Canadian Coalition for Good Governance (“CCGG”), a coalition of most of Canada’s largest institutional investors. Judy has a Master’s Degree in securities law and practiced law in various capacities, including as enforcement counsel with the OSC, litigation counsel with a large broker/dealer and as a partner in a Bay Street law firm.

Judy is a member of the TSX Listings Advisory Committee and the UN PRI’s Global Policy Reference Group. She has been the designated Canadian Correspondent for by the International Corporate Governance Network and the Council of Institutional Investors respectively. She is a past member of the CCGG’s Public Policy Committee, the OSC’s Securities Advisory Committee, Continuous Disclosure Advisory Committee, Environmental Reporting Advisory Committee and Enforcement Committee.

Gigi Dawe
Director, Corporate Oversight & Governance, Research, Guidance & Support Group/Division, CPA Canada

 Gigi Dawe leads the Corporate Oversight and Governance department at the Chartered Professional Accountants of Canada (CPA Canada). As such, she oversees CPA Canada's development of influential, thought leading resources and events that improve board performance. Gigi launched the governance discipline at CPA Canada to facilitate enhanced board and executive response to market demands. Her history includes consulting in organizational development in a variety of industries.

Gigi is a board member of Youthdale Treatment Centres. She is also on the International Corporate Governance Network’s Corporate Board Governance Committee, sits on the advisory board of Women Get on Board and of Simon Fraser University's Next Generation Governance Project.  She is a past board member of Active Healthy Kids Canada and Family Daycare Services Toronto. Gigi is a member of the National Association of Corporate Directors, the Institute of Corporate Directors, and the International Corporate Governance Network.

Gigi obtained a Master of Laws at Osgoode Hall Law School. She teaches Corporate Responsibility and Ethics in the Masters of Financial Accountability program at York University.

Bruno Di Genova
Vice President, AST Trust Company (Canada)

Bruno is a Vice President of AST Trust Company (Canada). Based in Montreal, Bruno leads the Equity Plans Solutions business across Canada and the relationship management team that supports the Transfer Agency business for Quebec and Eastern region.

Bruno has more than 25 years of experience in the financial services sector across trust companies and banks. He has held senior roles in the Employee Plans, Transfer Agency and Business Development areas of financial institutions.

Bruno holds a Master of Business Administration, from the University of Sherbrooke.

Lara Donaldson
Director Regulatory and Industry Affairs, Computershare

As Director, Regulatory and Industry Affairs, Lara advocates on behalf of Computershare to influence key industry, legislative and regulatory developments that have the potential to impact Computershare clients and business strategy.

Lara is the President of the Securities Transfer Association of Canada (STAC), past Chair of the STAC Legal and Regulatory Working Group, and is also on the board of the Securities Transfer Association (STA) in the United States. She is often called upon to speak at industry events on topics including Transfer Agent Proxy Processes and Proxy Reform, and Regulatory Amendments.

Lara is a member of the Governance Professionals of Canada (GPC), the Canadian Investor Relations Institute (CIRI), the Institute of Corporate Directors (ICD), and the Women’s Executive Network (WXN). She is also an affiliate member of the Institute of Chartered Secretaries and Administrators (ICSA) and successfully completed the ICSA Canada Directors’ Education and Accreditation Program (DEAP) in June, 2017.

She began her career in the transfer agency industry more than 24 years ago, and has progressed through various roles, most recently holding the title of General Manager of Client Services, Central Region for Computershare Canada.

Shelagh Donnelly
Governance Consultant and Trainer, Exceptional EA

Shelagh Donnelly spent the last decade of her 21-year career in Canada’s post-secondary sector immersed in governance. Board refreshment is on regulators’ and shareholders’ minds, and Shelagh comes from an environment in which finite terms are the norm for appointed directors. Accountable to four board Chairs and directly involved in onboarding all new directors over the course of 10 years, she refined onboarding practices and introduced a director mentorship program.

Shelagh served as Chair of the Board of Directors of CICan: GPOP (GPOP), a national professional association affiliated with Colleges and Institutes Canada (CICan). Long active in Canadian and US professional associations, she served as a mentor for the Association of Governing Board’s (AGB’s) Board Professionals Leadership Group.

Shelagh now speaks internationally and is the author of the upcoming book, The Resilient Assistant. She writes for a number of publications, including weekly governance articles for Diligent Insights.

Laura Edgar
Vice President, Board and Organizational Governance, The Institute on Governance

As a Vice President, Laura Edgar leads the Institute’s work on board and organizational governance. She has a strong professional and academic background in the governance of public purpose organizations, business management, adult education, and international programming.  Her work in board and organizational governance includes conducting governance assessments & governance renewal implementation plans, change management, strategic planning, and providing training for a wide range of public purpose organizations with boards of directors, including state owned enterprises, government crowns & agencies and not-for-profit organizations and associations. She has also conducted commissioned research on a number of current and emerging topics, including partnership building, collaborative governance, conflict of interest, improving member engagement, and the role of the board in stakeholder relations. Major activities include research, writing of reports and publications, training and facilitation, and the provision of advisory services. 

Laura has completed an M.A. in Economics at the University of Guelph, and also holds a Bachelor of Business Administration from Wilfrid Laurier University. In addition, she lived and worked for two years in Guinea-Bissau, West Africa and two years in Japan, and has managed projects in South-East Asia and Lesotho.

Matthew Fortier
Vice President, Policy, Institute of Corporate Directors

Matthew Fortier is the Vice President of Policy and Public Affairs at the Institute of Corporate Directors (ICD). In this role, he works with Canada’s most senior board directors to develop thought leadership on governance and leadership issues and advocates on behalf of 14,000 members in eleven chapters across the country.

Matthew previously directed federal government relations for TD Bank and led public affairs for TD Securities. He served as Director and Parliamentary Counsel for the Business Council of Canada and managed policy development for BritishAmerican Business, the largest transatlantic trade organization.

He holds a First Class Master’s Degree from the University of London, Goldsmiths College and has completed the ICD-Rotman Directors Education Program and the Canadian Securities Course. Matthew has served on boards and committees for the Royal Ottawa Mental Health Center and the National Arts Center.

Amy Freedman
Chief Executive Officer, Kingsdale Advisors

Amy joined Kingsdale in 2014 as an Executive Vice President and became CEO in January 2017. A seasoned capital markets professional, with over 12 years of experience in investment banking, Amy is responsible for the day-to-day operations of Kingsdale Advisors, with a focus on providing superior service and outstanding strategic advice to public company boards and management as they strive to enhance value for shareholders. Amy has a JD MBA from the University of Toronto.

Arden Furlotte, BA, LLB
Vice-President Legal & Corporate Secretary, SNC-Lavalin

Arden Furlotte is Vice-President Legal & Corporate Secretary with SNC-Lavalin. She has more than 25 years of experience as a practicing attorney, 15 of which were in private practice in the field of commercial litigation, corporate, M&A and securities law with, among others, Stikeman Elliott in Montreal. As Corporate Secretary to the board of SNC-Lavalin she advises the board of directors and its committees on governance matters and on corporate/commercial and securities issues including legislative changes, that may have an impact on the company. She is a member of the Senior Management Committee and manages a team of 11 professionals located in Canada, the UK and Asia responsible for the management of the company’s 600 legal entities. She also oversees and provides legal support on all corporate reorganizations, finance and securities transactions, tax planning structures and consolidations, the company’s worldwide trademark portfolio, and the commercial needs of the company’s Corporate group.


Suzanne Gouin
Corporate Director

Suzanne serves as the President of the Board of Directors for the Canada Revenue Agency and the Board of Directors for Le Printemps numérique (Digital Spring). She is also a member of the Board of Directors of the Foundation of Greater Montreal, Hydro-Québec and L’Esplanade, and is a member of several advisory committees. Suzanne is a Director specializing in governance, business transformation, digital transformation and human capital issues. An experienced media manager, she has been the CEO of TV5 Québec Canada for more than 13 years. Suzanne has held various management positions in both the private and public sectors. A graduate of Concordia University, she holds an MBA from the Richard Yves School of Business at the University of Western Ontario and holds the IAS accreditation of the Institute of Corporate Directors. Suzanne is a recipient of the National Order of Merit of the French Republic.

Carolyn Hadrovic
Vice President and Corporate Secretary, Air Canada

Carolyn Hadrovic has served as Vice President and Corporate Secretary of Air Canada since 2006. Carolyn joined Air Canada in 1992 and has held various positions including Senior Counsel, Regulatory and International Law, as well as Corporate Secretary of ACE Aviation Holdings Inc. (the former parent company of Air Canada) and its subsidiaries, Aeroplan and Air Canada Jazz. She has also served as Chair of the Legal Committee of the Air Transport Association of Canada and represented Air Canada on the Star Alliance Legal Working Group and the Legal Advisory Council of the International Air Transport Association. Carolyn is the recipient of the 2001 Distinguished Alumna award from the University of British Columbia in recognition of her achievements in the field of transportation. She has been recognized as one of Canada’s women leaders in aviation by Transport Canada, and she has authored papers on international air law and global airline alliances. Carolyn is a graduate of Dalhousie Law School and holds a Master of Laws degree in international business law and a Certificate in Air and Space Law from the University of London. She also has a Bachelor of Commerce degree from the University of British Columbia.

Christopher Jones
Partner, Blakes

Christopher’s practice focuses on mergers and acquisition and finance transactions, and advising on governance and general corporate and securities law matters. His clients include private equity and venture capital funds and companies ranging from publicly traded multinationals to early-stage ventures that operate in a variety of industries, including biotechnology, pharmaceuticals, technology, manufacturing and mining.

Many of Chris’s clients are in the life sciences and technology industries, and he is a founder of Nitro powered by Blakes, an initiative that focuses on providing accessible legal services to emerging technology and life sciences companies and supporting the ecosystem through dedicated programming, involvement in community events and partnerships.

Prior to joining Blakes, Chris spent five years practising law in the United States.

Helle Bank Jorgensen
CEO and Founder, Competent Boards Inc.

Helle Bank Jorgensen is a renowned sustainability, climate change, and ESG advisor with close to 30 years of experience helping global companies and investors turn sustainability into strong financial results. She has worked with hundreds of world-leading companies including IKEA, Nike, Shell, Unilever, Novo Nordisk and Vestas.

She developed the Competent Boards Certificate Program to help board members, executives and advisors to confidently execute the most material environmental, social and governance aspects of their business. The program has engaged several world-class business leaders like Paul Polman, former Unilever CEO, who calls it an “Incredible initiative.”

In addition, she serves on His Royal Highness Prince of Wales A4S Global Expert Panel, the Cornerstone Capital Global Advisory Council, the WBCSD Governance & Internal Oversight High-Level Advisory Group and is a judge for Ethical Corporation awards. Helle is a Board Facilitator for the UN Global Compact Board Program, a regular keynote speaker and author of many thought-leading articles and books.

Helle was the creator of the first holistic supply chain program and was the principal organizer for the CEO/Investor-network for Business Ethics and Non-Financial Reporting. She has received the 2019 Clean50 award. Helle has extensive experience providing strategic and operational guidance to all organizational functions, including advising at the C-suite and board level.

Lynne Lacoursiere
Partner, Corporate   Osler, Hoskin & Harcourt LLP

Lynne is a partner and co-chair of the Executive Compensation practice at Osler, Hoskin & Harcourt LLP. Her practice focuses on executive compensation, employee benefits and employment law issues in Canadian and U.S. public and private M&A transactions, initial public offerings and other business transactions. She counsels public and private company clients on executive compensation arrangements, including design, corporate governance considerations, implementation, and ongoing compliance. Called to the bar in both Ontario and New York, she has unique expertise advising on cross-border executive compensation arrangements.

Hubert T. Lacroix
Strategic Counsel, Montreal, Blakes

As strategic counsel, Hubert assists clients with the development of business strategies, corporate governance, long-term planning and major deals.

Before joining Blakes, Hubert spent 10 years as the President and CEO of CBC/Radio-Canada, a tenure during which he notably achieved an unprecedented digital transformation of the broadcaster. He also has over 20 years of experience as a corporate lawyer in major Canadian law firms. Hubert is fluent in English and French.

Hubert has been a Director on the boards of numerous companies and non-profit organizations. He currently sits on Stornoway Diamond Corporation’s Board of Directors. He has also been a trustee of the Lucie and André Chagnon Foundation and is a Director of their private holding company.

Hubert spent five years as an Adjunct Professor with the Faculty of Law at Université de Montréal and taught the business law module at the Quebec Bar School.

Peter Landers
Partner, Global Governance Advisors

Peter Landers is a Partner at Global Governance Advisors. He supports Boards and senior management at public, private and not-for-profit organizations with technical insight in the areas of Executive Compensation, Human Resource Strategy and Corporate Governance. Peter’s work focuses on forward looking governance practices and risk management as well as provides education to key stakeholders on complex compensation systems.

Peter specializes in the strategic evaluation of compensation and corporate governance programs including business strategy, compensation philosophy and executive pay alignment, incentive design and valuation, compensation risk audits, and board education, which support clients’ organizational strategy and objectives, as well as stakeholders' interests.

Peter was previously a Consultant in Hay Group’s Executive Compensation practice, focused on advising clients nationally across a broad spectrum of industries. He is a course developer for the Accredited Fiduciary Program, conducted in partnership with NCPERS as well as a faculty member for GGA’s Executive Compensation Certificate Program. Given his vast experience, Peter has also been asked to share his insights in the media and on industry panels.

Peter holds an Honors Bachelor of Business Administration degree, from the Schulich School of Business at York University, specializing in Finance and Accounting and graduated with distinction.

Heather Laxton
Chief Governance Officer and Corporate Secretary, Wesdome Gold Mines Ltd.

Heather has over 21 years of corporate secretarial, corporate governance, and securities regulation experience with a focus on the mining sector in Canada, Europe, Russia and West Africa. She is currently Chief Governance Officer and Corporate Secretary with Wesdome Gold Mines Ltd., and prior to that, she was Corporate Secretary with Kirkland Lake Gold Inc., Chief Governance Officer and Corporate Secretary with Northern Gold Mining Inc., and Governance Manager and Corporate Secretary with European Goldfields Ltd. and High River Gold Mines Ltd. Heather obtained an honours diploma from the Law Clerk Program at Seneca College and began working as a professional law clerk in multi-national law firms including Torys LLP. During her career, she has worked extensively with boards and senior management teams on both simple and complex governance matters, and has led the evaluation, design, implementation and monitoring of governance programs for several junior mining companies. Heather is currently a faculty member of the Governance Professionals of Canada Education Program.

Carol Liao
Assistant Professor, Peter A. Allard School of Law, University of British Columbia

Dr. Carol Liao is an Assistant Professor at the Peter A. Allard School of Law and the UBC Sauder Distinguished Scholar of the Peter P. Dhillon Centre for Business Ethics, UBC Sauder School of Business. She is a widely published scholar and award-winning teacher. She is the co-author of Business Organizations: Practice, Theory, and Emerging Challenges, and is a contributing author to a number of ground-breaking new books in business law & CSR: The Cambridge Handbook for Corporate Law, Corporate Governance, and Sustainability; The Cambridge Handbook for Social Enterprise Law; and Creating Corporate Sustainability: Gender as an Agent for Change.  Dr. Liao is a past Bertram Scholar of the Institute of Corporate Directors and a former senior associate in the New York Mergers and Acquisitions Group of Shearman & Sterling LLP, a global law firm. She is a steering committee member of the Themis International Network of Female Business Scholars, and is currently co-editing a collection on sustainable business models with Dr. Beate Sjåfjell of the University of Oslo. Her work has been cited in multiple media sources including The Globe and Mail, Financial Post, Director Journal, and Business in Vancouver.

Marc Lindsay
Senior Strategist, The Vanguard Group

Marc Lindsay is a senior strategist on Vanguard’s Investment Stewardship team, responsible for leading engagement with Vanguard fund portfolio companies on topics including board composition, oversight of strategy & risk, executive compensation, and governance structures. He leads a team of sector-focused analysts dedicated to company engagement and proxy voting, and Marc is also actively involved in the development of Vanguard’s views and policies on corporate governance topics.

In his prior role, Marc served as Senior Counsel in Vanguard’s Legal Department, providing corporate governance support for Vanguard. Prior to joining Vanguard, he was a corporate and securities associate at Dechert LLP.

Ivy Lumia
Corporate Secretary, Canadian Centre for Occupational Health and Safety  / Government of Canada

Ivy Lumia is a well-regarded leader and governance expert for over 15 years, specializing in developing governance frameworks.  She is currently the Corporate Secretary for the Canadian Centre for Occupational Health & Safety, Government of Canada. In this role, she manages all aspects of the Council of Governors and its Committees and has been modernizing the governance framework.

Prior to the Government of Canada, Ivy worked internationally for 8 years with high-profile government leaders to develop humanitarian and infrastructure projects and shape corporate and community cultures. Quickly moving into executive leadership, Ivy chaired 4 international Boards and managed 8 offices worldwide. In 2009, Ivy became the Corporate Relations Officer for the Interprovincial Lottery Corporation, Crown Corporation for Canada’s lottery organizations, managing its Board of Directors and Committees. She also assumed the role of Program Manager National Communications, managing Canada’s national lottery communications.

Ivy Lumia has an International Bachelor of Business (I.B.B.A.) Honours and speaks multiple languages. She is an expert cat herder, terrible golfer, Second City comedian alumni and non-profit activist. Having lived, worked and travelled extensively throughout the world, she now resides in Ontario with her two young children and husband.

June Lutchman
Corporate Secretary, Golden Star Resources Ltd.

June Lutchman is a highly efficient and competent company secretary and governance expertise with extensive experience across multiple jurisdictions. She is a governance professional with over 20 years of corporate securities regulation experience with a focus on the mining sector in Canada, South America and West Africa.

During her career, June has worked at major Toronto law firms in numerous transactions and financing documents (OM’s, prospectuses, private placements, M & A transactions, IPO’s tax re-organizations and regulatory matters). June has thorough knowledge of AGMs and preparation of MIC and proxy documents. She works with management and boards of directors on governance matters. She has designed and implemented a full Board Orientation Program and other governance programs, including, skills matrix board evaluation, Diversity and Term Limit Policy.

June obtained an honours diploma from the Institute of Law Clerks and also completed the Securities Fellowship Course. She has a Bachelors Degree in Business Management from Ryerson University. Most recently, she successfully completed the GPC-EP. She is a member of the Institute of Corporate Directors, Governance Professionals of Canada and Women in Mining.

David Masse
Barrister and Solicitor, Caravel Law LLC

David is an experienced corporate, commercial and securities lawyer, called to the Bar in both Ontario and Québec, with over thirty years of experience providing advice to multi-national clients in a variety of industries.

David’s work has an emphasis on risk management and legal and regulatory compliance. He has drafted agreements, memoranda, letters, policies, and procedures, as well as prepared and provided legal opinions, and offered guidance across all business units.

He has assessed, designed, and implemented compliance processes and procedures aligned with internal and external business and legal requirements related to risk management and legal and regulatory compliance. He has been a key interface with senior management and boards of directors in relation to risk management issues and corporate governance.

David has led securities law compliance for publicly traded companies, meeting all necessary compliance obligations for multi-nationals listed on several exchanges.

Sally Maziarz
Assistant Corporate Secretary, EPCOR

Sally Maziarz is Assistant Corporate Secretary for EPCOR Utilities Inc., an Edmonton based utility that provides electricity and water/wastewater utility services in Western Canada and the Southwest United States.  She occupies a key role in the administration of board business and acts as a conduit between Management and the Board of Directors. Sally also leads policy administration at EPCOR. Sally is a Director of Governance Professionals of Canada (GPC), Chair of GPC’s Education Committee and a member of The Institute of Chartered Secretaries.  She also serves on various not-for profit boards. Sally has a combined 30 years of experience in the corporate governance and legal fields.  She joined EPCOR in 2004 as corporate paralegal and transitioned to corporate governance in 2007, taking on policy management in 2014.  

Sally is active in the community serving on the Edmonton Thunder Track & Field Board of Directors, the Edmonton Community Foundation Lowry Awards Panel and numerous other volunteer activities including Suzuki Piano and minor soccer. 

Sally has studied business law with the University of Saskatchewan, University of Alberta and ICSA; Certified Financial Planning with MacEwan University; Policy Management with Cornell University and Project Management with The George Washington University School of Business, as well as ongoing governance training and education.  She is currently studying for an international master’s level designation in corporate governance.

Catherine McCall
Executive Director, Canadian Coalition for Good Governance

Catherine McCall was appointed Executive Director of the Canadian Coalition for Good Governance in July 2018. The Coalition is comprised of representatives of Canada’s leading institutional investors which collectively manage assets of approximately CAD $4 trillion. Prior to becoming Executive Director, Catherine was the Director of Policy Development at the Coalition for 5 years.

As Executive Director, Catherine is responsible, together with the Board of Directors, for setting the strategy of the organization and leading the development of the annual operational plan to achieve CCGG’s mission and to build CCGG’s profile. She also has lead responsibility for policy development and coordinating research. Catherine also participates in the CCGG board engagement program. Prior to joining CCGG, she was a principal at Hugessen Consulting, an independent executive compensation firm working with compensation committees and boards, and head of its corporate governance practice. Catherine also has worked as a Vice-President and director of ISS Canada Corp. and as a partner with Fairvest Corporation, ISS Canada’s predecessor firm. Catherine began her career practicing law with Davies Ward & Beck in Toronto. Catherine has written and spoken widely on issues of corporate governance, shareholder engagement and executive compensation and has completed the ICD Director Education Program.

Shona McGlashan
Vice President, Governance and Corporate Secretary, Vancity Credit Union

Shona McGlashan is Vancity credit union’s Vice-President of Governance. Originally from Scotland, Shona began her career in the UK’s House of Commons, providing professional and procedural support to parliamentary committees and the Speaker. Since then she has held senior governance and policy roles on both sides of the Atlantic, including working as Chief Governance Officer at Mountain Equipment Co-op (MEC), and Executive Director of the Vancouver Police Board. Over the course of her career she has led governance, corporate affairs/ issues management, privacy, and diversity and inclusion functions.

An inspiring and passionate leader and mentor, Shona sits on the boards of Bard on the Beach and the Vancity Community Foundation. She is always delighted to talk about governance, Shakespeare, supporting mental health, and feminism.  A voracious reader, she would love to know your favourite novel(s). Shona lives in Vancouver with her husband and two awesome kids.

Estelle Métayer
Founder and President, Competia & Corporate Director

Estelle Métayer is an expert in Competitive and Strategic Intelligence, with a research focus on strategic planning for managers, CEOs, and board members, to build and improve their competitive intelligence function and avoid strategic blind spots. She is a reputed public speaker in international conferences and facilitates strategic workshops around the world. She leads the strategic module for the McGill-Rottman School of Business’s certification program for Canadian board directors. Estelle is an Adjunct Professor for McGil University and has been a guest lecturer in programs led or co-led by IMD, the IMB, INSEAD or MIT.

Formerly, Estelle was the President and Founder of a leading Strategic Intelligence training organization for executives and analysts. She received in 2000 the Arista Sunlife Award for "Entrepreneur of the Year".  

She sits on a number of boards and committees, including BRP Inc., Audemars-Piguetm, LifeScore, and Groupe Sélection the Institut des Administrateurs de Société. She is a former board member for the Grands Ballets Canadiens and of World Canada Youth. Estelle was trained in the Netherlands, where she obtained her MBA and Doctorate from the University of Nijenrode. She speaks French, English, German, Dutch, Italian and is learning Arabic. She is also a mother, a commercial pilot and flight instructor.

Josée Morin
Corporate Director, Administratrice de Sociétés

Josée Morin is a successful entrepreneur and seasoned bilingual Corporate Director with more than 30 years of experience in information technology and healthcare. She launched two technology companies that were sold to large US corporations. She is known as a strategic thinker with the ability to identify growth opportunities and provide guidance to companies working through complex issues.

Josée is a Certified Board Director (ASC/C.Dir), Professional Engineer, (P. Eng), and holds an MBA and a BA in Electrical Engineering. Coupling that education to her professional business experience, she is a respected Board member, actively contributing to the sound governance of organizations. She shows expertise in the areas of strategic planning, cyber and IT governance, risk management and digital transformations.

Josée has served as a Corporate Director for a variety of private companies, not-for-profit, and technology investment fund Boards for the last 25 years. She now sits on the Board of major corporations. She participates in the creation of collective wealth byadvocating diversity, transparency, digital agility and solid business ethics.  She writes regularly on governance at www.joseemorin.ca.

Sarah Neville
Director of Policy Development, Canadian Coalition for Good Governance

Sarah Neville joined CCGG as the Director of Policy Development in February 2019.  She is responsible for supporting the Executive Director in identifying governance issues, undertaking research relating to governance and staying abreast of emerging governance developments. 

She practiced corporate and commercial law at a national law firm before moving into the public sector where she gained experience as both a senior policy advisor and legal counsel.  Immediately prior to joining CCGG she was the Legal Director and Corporate Secretary of an Ontario Crown agency.  Sarah holds an Honours BA from McMaster University, an LLB from the University of Toronto, Faculty of Law, an LLM in Banking and Financial Services from Osgoode Hall Law School and a Certificate in Social Impact from the Smith School of Business at Queen’s University.  She is a member of the Law Society of Ontario and the Governance Professionals of Canada.

Leigh-Anne Norris
Associate, Norton Rose Fulbright Canada

Leigh-Anne Norris is a corporate lawyer and governance professional with Norton Rose Fulbright Canada LLP. 

In her life before law, Leigh-Anne was part of an award-winning Calgary based governance team and started her career in the Fintech industry. She has over fifteen years of governance experience working with public, not-for-profit, and private companies. As a lawyer, Leigh-Anne continues to leverage her industry experience by helping companies navigate financing transactions and mergers and acquisitions. She also advises a wide range of clients on governance issues. 

Leigh-Anne hails from the Prairies and currently calls Ottawa home. She received a Bachelor’s Degree from the University of Calgary and a Juris Doctor from the University of Ottawa. Leigh-Anne is called to the Ontario Bar and, as a Chartered Secretary, holds an ACIS designation from the ICSA. During the school year Leigh-Anne volunteers with Frontier College, tutoring new Canadians. Leigh-Anne enjoys seeking out adventure, reading, and spending time outdoors.

Bonnie Oakes Charron
Governance Specialist

Bonnie is a governance professional and IM specialist, with over twenty years’ experience in governance, IM, and administration.  She holds a Master of Library and Information Science degree, and has provided procedural services in the Canadian Parliament, as well as corporate secretarial services for boards of directors in a variety of sectors.  Recognized as a governance thought leader, Bonnie creates solutions for the space where Governance meets Administration. 

Bonnie holds a Fellow in Governance designation from the Canadian Board Diversity Council, and is a member of a municipal tribunal.  As a passionate advocate for the arts, she also sits on the Board of Directors at Odyssey Theatre, where she is the Chair of the Nominating Committee.

Daniel Oh
Managing Director, Corporate Governance, Morrow Sodali

Daniel Oh is Managing Director, Corporate Governance, at Morrow Sodali LLC, the leading global consultancy providing comprehensive governance and shareholder services to corporate clients around the world. As a member of the firm’s Corporate Governance Consulting Group, Daniel advises corporate clients with respect to governance practices across the full range of environmental, social and governance (“ESG”) issues.

Daniel has more than 19 years of experience in a diverse range of roles, covering corporate governance, equity research, investor relations, investment stewardship, financial valuation, portfolio management, and business strategy. Daniel joined Morrow Sodali from Barrick Gold Corporation (NYSE:GOLD)(TSX:ABX) where he served as Senior Vice President, Investor Engagement and Governance, leading Investor Relations and shareholder engagement on governance from 2016 through 2019. Prior to joining Barrick, he was Vice President, Investment Stewardship for BlackRock Inc., where he was responsible for managing corporate governance and ESG issues of more than 1,300 North American and European companies and advising BlackRock investment teams on corporate governance and sustainability practices. He also led BlackRock’s shareholder engagement efforts, including engaging with company management, board members, chief sustainability officers, general counsels, and corporate secretaries.

Prior to joining BlackRock, Daniel held senior corporate governance roles at State Street Global Advisors and Institutional Shareholder Services (ISS). Earlier in his career with Bear Stearns and Citigroup, he conducted equity research for both the buy-side and the sell-side.

Margie Parikh
Board Director and Governance Consultant

On Governance helps organizations get results, tackling specific issues and assessing governance processes and performance with the key question: is the board adding value?

Margie serves on the boards of Camosun College, BC Oil and Gas Commission, and Oikocredit Canada, and chairs CISV International. She is the former Chair of MEC, Canada's beloved and leading outdoor equipment retailer.

A Chartered Director, Margie’s qualifications also include an MBA from Columbia University, the Certified Financial Planner designation, and NFP and Crown governance certifications from the Institute of Corporate Directors. At home in a global, multicultural setting, she helps boards and senior executives develop resilience to navigate and capitalize on opportunity in an increasingly fast-changing environment.

Margie is a Regional Ambassador for Women Get on Board, a mentor for G(irls)20 Girls on Boards, and a member of the 30% Club, all of which strive for greater representation of women in governance.

Boards, the great outdoors, and dark chocolate keep her days filled on the beautiful coast of Vancouver Island.

Poonam Puri
Professor, Affilated scholar, Osgoode Hall Law School, Davies Ward Phillips & Vineberg LLP

One of Canada’s leading experts in corporate governance, corporate law, and securities law, Poonam has twenty years of experience as a Professor of Law at Osgoode Hall Law School. She also practices corporate law at Davies Ward Phillips & Vineberg LLP. Poonam has an LL.B from the University of Toronto, an LL.M from Harvard Law School and is an ICD.D.

Poonam is also a seasoned corporate Director with board experience in mining, engineering, transportation, infrastructure and healthcare. Poonam is recognized for her expertise in strategic planning, financial oversight, risk management, executive compensation and complex governance challenges facing public and private companies. She currently serves as a director of Arizona Mining, the Greater Toronto Airports Authority and Cole Engineering. A past director of Women’s College Hospital, she now sits on the Board of Governors of St. Clements School and on the Board of Trustees of Holland Bloorview Kids Rehabilitation Hospital in Toronto. 

In 2015, Poonam was recognized as one of the top 25 most influential lawyers in Canada by Canadian Lawyer Magazine and featured in Leading the Way: Canadian Women in Law documenting the contributions of 50 selected women lawyers in Canadian history.  She was named one of the 100 Most Powerful Women in Canada by the Women’s Executive Network in 2011 and she is a recipient of Canada’s Top 40 under 40™ award.

Heidi Reinhart
Partner, Norton Rose Fulbright Canada LLP

Heidi Reinhart’s practice covers all aspects of securities and corporate law, with an emphasis on public and private mergers and acquisitions, corporate finance and providing corporate governance and securities regulatory advice. She is a member of our special situations team, which focuses on shareholder activist and defence mandates and complex M&A and reorganization transactions.

Heidi has represented both purchasers and vendors (public and private corporations) in a number of friendly and hostile M&A transactions, including plans of arrangement, takeover bids and statutory restructurings. She has also represented both public companies and underwriters in connection with public offerings and has acted on behalf of issuers and investors in numerous private placement transactions.

She worked at Norton Rose Fulbright Canada’s Toronto office as a summer student in 2004 and articled with them in 2006. She was awarded the Board of Governors’ Medal in Law upon graduation from the University of Windsor's faculty of law.

Tracey Riley
Global Assurance Leader and Governance Specialist, PwC

Tracey Riley is the Global Assurance Clients & Markets Leader focused on markets activation and alignment across PwC’s 158 territories.  She is also the Lead Partner for PwC Canada’s Directors Program. 

Prior to her current role, Tracey was PwC Canada’s National Managing Partner of Assurance and also served as the Asia-Pacific Americas Assurance Leader from 2014 to 2018.  In 2002, Tracey was appointed to lead the Technology, Information, Communication and Entertainment (TICE) industry for PwC Consulting in Canada. Following IBM’s acquisition of PwC Consulting, Tracey’s leadership role expanded to include the TICE for IBM Americas. Tracey re-joined PwC in 2006 as National leader for TICE. In 2010, Tracey was asked to lead PwC Canada’s Consulting and Deals practice.

Tracey holds an Accounting degree from the University of Waterloo. She is a FCPA, CA and Certified Information Systems Auditor.  In 2016, she received WXN Canada’s Top 100 Most Powerful Women award and was named a Fellow of the CPA profession. Tracey is active in her community and is past chair of the Centre for Addiction and Mental Health Foundation (CAMHF) finance committee and is now on the Ontario Chapter Executive of the Institute of Corporate Directors.

Dottie Schindlinger
Vice President of Thought Leadership, Diligent

Dottie Schindlinger is Vice President and the Governance Technology Evangelist for Diligent Corporation, the leading provider of secure corporate board communication and collaboration software globally.  In her role, Dottie provides thought leadership on governance, cybersecurity, and technology topics through presentations to boards and executives dozens of times each year at events around the world.  Her work has been featured in Forbes, The Wall Street Journal, and in multiple governance and technology publications including Corporate Board Member, Trustee Magazine, Corporate Secretary Magazine, Execranks, CSO Online, and Dark Reading.  

Dottie brings over twenty years’ experience in governance-related roles, including serving as a director, officer, senior executive, governance consultant and trainer for private, public, and non-profit boards.  She was a founding team member of the tech start-up BoardEffect – a board management software provider focused on healthcare and non-profit boards, acquired by Diligent in 2016.  She is a graduate of the University of Pennsylvania.

Paul Schneider
Head of Corporate Governance, Ontario Teachers’ Pension Plan

Paul Schneider is the Head of Corporate Governance at Ontario Teachers’ Pension Plan. He began his corporate governance career in 2003 when he joined the Canadian Coalition for Good Governance (CCGG) as its inaugural Director of Research. He spent 6 years at CCGG helping build the organization into a respected voice on corporate governance in the Canadian capital market. In January 2010 Paul joined Ontario Teachers’ where he represents Ontario Teachers’ corporate governance interests globally, having responsibility for policy development, proxy voting and the public company governance engagement program. Paul is a frequent speaker on corporate governance issues at conferences, roundtables and symposiums.

He is on the Board of Governors of the International Corporate Governance Network (ICGN) and is a member of the ICGN Audit and Finance Committee.

Paul received his MBA from the Rotman School of Management, University of Toronto (with distinction) and holds the ICD.D designation from the Rotman School of Management /Institute of Corporate Directors director education program.

William Sheffield, BSc, MBA, ICD.D, NACD Governance Fellow, FEA
Chair, Houston Wire & Cable Company

William Sheffield is a full time Corporate Director. Currently, he chairs the Board of Houston Wire & Cable (Houston) and is the Lead Director of Velan Inc. (Montreal). He also serves on the boards of Hydro One (Toronto), Burnbrae Farms (Lyn, ON), Longview Aviation Capital (Victoria, BC), & 4iiii Innovations Inc. (Cochrane AB). In the not-for-profit sector, he focuses on family enterprise, serving on the board of the Family Enterprise Xchange.

Previous directorships include Canada Post, Ontario Power Generation, Corby Distilleries, Royal Group Technologies, Berkline Benchcraft (Tennessee), Sappi Ltd (South Africa, UK, EU, & USA), Pan Asia Paper (Singapore) & in the not-for-profit sector, SHAD.

His management history started in the steel sector, followed by forest products with Abitibi-Price & its successor companies. His last global executive position was CEO Sappi Fine Papers (London, UK with facilities, the holding company in South Africa, & customers worldwide).

Michelle Tan
Principal, Hugessen Consulting

Michelle Tan is a Principal with Hugessen Consulting. She is a trusted advisor with over 20 years of experience in corporate governance and as an executive compensation consultant. Her clients include large and small public and private companies, as well as cooperative and not-for- profit organizations across Canada and the U.S., covering a range of industries.

She has expertise in both corporate governance and compensation topics including employment contracts, incentive plans, and shareholder proposals, as well as a deep understanding of the shareholder perspective on pay and governance issues. She writes and speaks regularly on the roles of the Board and the shareholder community in governance and executive compensation. Michelle is on the faculty of ICD’s Director Education Program.

Before joining Hugessen, Michelle spent 15 years at Institutional Shareholder Services where she was a key player in the analysis of large and small public issuers, development of ISS policy guidelines, as well as shareholder and issuer engagement initiatives for the Canadian market. 

Michelle has an Honours B.A., specializing in Business Administration and Art History from the University of Toronto.

Christine Thomas
Director, Legal, Subsidiary Investments, Canadian Medical Association

Christine Thomas is a lawyer who has worked in various corporate commercial legal departments, both in-house and in private practice, over the past 16 years. She has a passion for all things governance-related and appreciates the value an effective and engaged board of directors can bring to an organization.  She currently serves as the AVP, Legal Services & Governance, Senior Legal Counsel and Corporate Secretary for the MD Financial Group of Companies. Working in the capacity as Corporate Secretary, Christine has gained experience navigating boards, management, regulators and other stakeholders in a complex environment. She is a graduate of McMaster University (B.Sc.) and University of Ottawa (LL.B.) and is a member of the Canadian Corporate Counsel Association, Association of Contract Management and Governance Professionals of Canada. In her spare time, Christine is an avid downhill skier, serves her community on various not-for-profit boards and taxis her three children around Ottawa!

Karen Thrasher
Deputy Ombudsman & Director, BMO Financial Group

Karen Thrasher serves as Deputy Ombudsman & Director for BMO Financial Group. She has extensive experience in dispute resolution with a particular focus on the financial services industry.  Karen and her team manage BMO’s Whistleblower program and play an integral role in the investigation and resolution of complex customer complaints. Prior to this role, Karen was Senior Legal Counsel at BMO, accountable for litigation management, dispute resolution and providing legal advice on employment related matters to BMO’s Personal Wealth Management businesses. 

Before joining BMO, Karen practiced law in the Litigation and Dispute Resolution practice group at the law firm Torys LLP.

She holds a Master of Laws (Alternative Dispute Resolution) from Osgoode Hall Law School, a Bachelor of Laws from the University of Alberta, and a Bachelor of Arts (Honours) from the University of Windsor.

John Truzzolino
Director, Donnelley Financial Solutions

John Truzzolino is the Director, Corporate Governance Services for the Donnelley Financial Solutions, DFIN. John has more than two decades of experience following global compliance and governance changes, analyzing their impact on financial reporting requirements and developing solutions to meet the changing regulatory environment. He has deep industry experience advocating for policy reforms that transform government information into open, standardized data, while developing and delivering innovative technologies to ingest, analyze and automate the compliance reporting lifecycle. 

As Director of Corporate Governance Services, John is responsible for coordinating research and development, in support of the evolution from document based data collection, to embracing the use of global data standards. He is driving innovation by delivering compliance solutions which are designed to deliver complete, consistent, accurate and correct data to inform investors and drive global markets.

John closely follows and participates in the following organizations; The Data Coalition and Data Foundation; XBRL-US Data Quality Committee; Canadian Governance Professionals; Canadian Investor Relations Institute; National Investor Relations Institute; Society of Corporate Governance Professionals; FASB; SASB and XBRL International.

Jeff Vanderby
Senior Manager, Product Marketing (Global Markets) at Cision

Jeff Vanderby and his team of product marketers define product positioning and messaging for Cision products and services, including media monitoring platforms and analyst-driven media intelligence. Jeff has been at Cision for over 10 years and has held down roles in both Product and Product Marketing. His background is as a digital storyteller – prior to joining Cision, he worked as a video editor – so he is particularly interested in how brands use data to tell stories.

Christa C. Wessel
Chief Operating Officer & General Counsel, ClearView Strategic Partners Inc.

Christa Wessel is the Chief Operating Officer and General Counsel at ClearView Strategic Partners Inc. providing services and expertise in ethics reporting and whistleblowing systems. She is responsible for operations including technology, advisory services, finance and HR.

Christa leverages her experience as a C-suite executive for global giants McCain Foods and Siemens Canada, where she held chief accountability for the governance and compliance, legal, human resources and stakeholder engagement portfolios. 

Christa served as McCain’s Chief Human Resources & Legal Officer and as Siemens’ General Counsel and Compliance Officer.  Christa’s extensive hands-on experience spans both developed and developing markets including the US, Latin America, Europe and Asia.

She is also a Corporate Director, and is currently a member of the Board of Directors of Lallemand Inc., Hamilton Enterprises Holding Corporation, and Waypoint Centre for Mental Health Care and a member of the CSR Advisory Council, Export Development Corporation.  She is called to the Bar in the Province of Ontario, holds an LL.B., University of Ottawa, B.A. Econ., York University and C. Dir., Directors College at McMaster University.

Kevin West
Founder, Skylaw

Kevin is a senior corporate and securities lawyer with nearly two decades of experience practicing in Toronto, New York and Australia. He has led numerous corporate transactions, including mergers and acquisitions, financings, initial public offerings and joint ventures. He also has significant experience advising companies on corporate governance, disclosure and compliance issues.

Kevin was a partner at Davies Ward Phillips & Vineberg LLP for over 5 years where he had a broad corporate practice and represented a number of foreign companies making acquisitions in Canada. Prior to joining Davies, he practiced with Sullivan & Cromwell LLP in New York and Sydney, Australia and clerked for Justice Binnie at the Supreme Court of Canada. Kevin founded SkyLaw in 2010.

Kevin has led a variety of industry-defining transactions, including in the emerging cannabis industry in Canada and internationally.  In April 2019, he led a record-setting US$250 million investment by a New York private equity firm into CSE-listed Medmen Enterprises Inc., the largest amount invested by a single investor into a US-operating publicly traded company. His clients range from start-ups to NYSE-listed Fortune 500 multinationals. Kevin’s strategic and practical advice, combined with a keen instinct for governance issues, makes him a sought-after legal partner for clients from around the world.

Peter Wright
President, The Planning Group

Peter Wright is a career strategist and President of The Planning Group. As a respected financial services senior executive and in his current consulting practice, Peter has successfully developed and executed strategy with remarkable results. His practical approach to strategic and operational business planning ensures that plans are not only embraced by management and Boards, but also effectively implemented and measured for the tangible benefit.

As the Director of Strategic Planning at Clarica, he led the operational and strategic planning process. In an environment of complex change, his skillful facilitation of planning sessions with the senior management team was instrumental in the determination of key strategic decisions. In his time at Sun Life Financial, Peter became Vice President of Corporate Accounts, before leaving to begin his consulting and training career.

In his consulting practice, Peter advises boards and executives on all matters of strategy and planning across a broad spectrum of organizations. An accomplished facilitator and trainer, he works with boards and senior leadership teams to define and develop strategy, resolve operational issues, and overcome barriers to performance. By providing planning expertise, process advice and facilitation, Peter helps organizations overcome the planning gap.

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