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biopics_0004_Hashim Ahmed

Hashim joined Jaguar Mining in 2014 as Vice President, Controller and was later appointed to the position of Chief Financial Officer in February 2016. Hashim has over 20 years of experience, with the past 10 years focused in the mining industry, and expertise in financial management, strategy, corporate turnaround, and capital markets. He obtained his CA designation with PriceWaterhouseCoopers LLP and later worked with Ernst & Young LLP in their mining advisory practice. Prior to Jaguar, Hashim worked with Barrick Gold for over 7 years, where he held progressively senior positions in finance functions in Canada, and with site finance teams in Chile. At Jaguar, he oversees financial and non-financial aspects of the business, including economic strategy and business planning, treasury and tax, human resources, supply chain and systems. Hashim is also a member of the Institute of Internal Auditors (IIA) USA.


Celine Arsenault CPA, CA is Vice President, Finance at Livingston International Inc. Livingston is the largest customs brokerage and trade compliance company in Canada, offering international trade consulting, global trade management and freight forwarding and employs over 3,200 associates at more than 100 key border points, sea ports, airports and other strategic locations across North America, Europe and Asia. Celine oversees a team with responsibilities for the company’s controllership and operational activities, including financial reporting, accounting, compliance, audit and financial systems. Celine has over 25 years of finance-related work experience in international business and financial management from major public companies in renewable energy, insurance, private equity, electricity and telecommunications sectors. Celine is a committee Board member of Providence Hospital Foundation, Vice-Chair of FEI Canada’s CCR Committee and a mentor with FEI Canada’s Young Luminaries Program.


Kenrick has been a member of the Toronto Police Service since 2006 and holds the rank of Detective Constable. In 2015, Kenrick joined the Computer Cyber Crime (C3) section of Intelligence Services where he currently works as a Cybercrime Investigator, and also instructs at the Toronto Police College on the Internet Facilitated Investigations course.

Kenrick is also an Associate Professor at George Brown College where he designed and instructs the Cybersecurity Fundamentals and Cyber incident Response & Recovery courses in the faculty of Safety, Security and Emergency Management.

Kenrick also contributes to Canadian Security Magazine where he has written several columns on Cybersecurity including cyber bullying and threats to critical infrastructure. As well as this, Kenrick has also been a prominent keynote speaker at a variety of Cybersecurity summits and workshops across North America.

Kenrick has also written the chapter entitled ‘Dealing with Law Enforcement’ in the recently published book, Cybersecurity in Canada, A Guide to Best Practices, Planning and Management.


Charlene is the Managing Director and leader of the Interim Management & Executive Search practice at Farber. Her expertise lies in building long-term relationships by supporting clients and candidates to meet their corporate and career aspirations. With over 20 years in the search and recruitment industry, Charlene is a recognized business partner and trusted advisor, collaborating with organizations to develop strategic hiring plans and execute them to build exceptional teams. She has placed leaders and emerging leaders that have transformed organizations and contributed to their successes.

Pierre Cléroux

Pierre leads a team of experts who analyze economic data to identify business and sector trends impacting Canadian entrepreneurs. A seasoned speaker, he regularly travels across the country to help business owners understand the risks and opportunities presented by the economic environment.   


Mr. Cléroux is also responsible for providing economic analysis and advice to the Bank’s senior management team, and supervises all marketing and industry research activities. Over his 25-year career as an economist, he has held several influential positions that had a direct impact on entrepreneurs in Canada and abroad.


Jane Cooper is a Senior Research Associate at the Conference Board of Canada. She holds an MSc in
Human Resource Management and Development from the University of Manchester, and a Certificate in
Intercultural Studies from the University of British Columbia. Jane has expertise as a policy analyst
specializing in human resource development issues in Canada and internationally and is a Credentialed
Evaluator (Canadian Evaluation Society). She has twenty-five years’ experience in research and
management on a variety of learning and development initiatives.

Jane’s research for the Conference Board has spanned a number of issues challenging Canadian
organizations, including the changing workplace, diversity and inclusion, and how organizations are
measuring the results of their policies and programs on employees.


Alan Cross is an internationally known broadcaster, interviewer, writer, consultant, blogger and speaker.    


In his nearly 40 years in the broadcasting and music business, Alan has interviewed the biggest names in rock and is also known as a musicologist and documentarian through programs like the long-running show, The Ongoing History of New Music.

Outside of radio, Alan’s resume includes four books, dozens of public speaking engagements, a national music column for GlobalNews.ca, voicework for film, and television, plus creating content for various film and TV studios, record labels, artist management companies, streaming music services like Spotify and a travelling museum exhibit called The Science of Rock’n’Roll.

Alan is also sought after as a consultant for radio content.  His current client is 102.1 the Edge/Toronto. One of his companies, Major League Mixes, provided music advice for professional sports teams like the Toronto Maple Leafs.

Alan has been deeply involved exploring the present and future relationships between music, technology and social networking.  More information on Alan can be found at his website, www.ajournalofmusicalthings.com .


Darlene Dasent is the Vice President and Chief Financial Officer — University Health Network (UHN). UHN is made up of Toronto General Hospital, Toronto Western Hospital, Princess Margaret Cancer Centre, Toronto Rehabilitation Institute and The Michener Institute of Education at UHN and is world-renowned for its technically advanced clinical services, extraordinary research programs, and superb educational experience with annual revenue of $2.2 Billion and $2 Billion in assets.


Darlene leads the alignment of strategic and financial initiatives with patient and hospital priorities. She has 20 years of progressive senior leadership roles and was recently recognized by Women’s Executive Network as Canada’s Most Powerful Women – Top 100 Award.

Monique L. Delorme 

Monique L. Delorme CPA, CA career spans more than 25 years of senior finance / executive experience with both large and small publicly traded companies where she has developed a reputation as a strategic leader with strong execution and communications skills.

Monique launched a consulting practice in 2012 and has held the CFO position in both private and public companies as well as providing clients with project-based services.  Prior to consulting, Monique held several corporate positions with TSX listed companies where she led her teams in the areas of financial reporting, corporate governance, change management, administration and IT.

Monique graduated from McGill University with a Bachelor of Commerce followed by a Post-Graduate Degree in Public Accountancy and holds a US CPA designation from Chicago, Ill.


As Chief Risk Officer at Payments Canada, Peter Dodic is responsible for enterprise-wide risk management programs and leading its business continuity planning. Through this role, Peter brings further risk expertise to Payments Canada, preparing us well for the future as our payments Modernization program shifts into execution mode.


Previously, Peter held several positions at BMO Financial Group. In his most recent role at BMO as Managing Director, Operational Risk Management Framework, Peter was accountable for the methodology, reporting, governance and capital management supporting a sound Operational Risk Management Framework across the enterprise. Prior to this role, Peter led BMO’s Enterprise Business Continuity Management team, in addition to working for five years in Corporate Areas Finance and Corporate Development.


Peter is a Chartered Professional Accountant in Ontario, he holds a Bachelor of Science in Forestry from the University of British Columbia and an MBA from McMaster University

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Daniel is a serial entrepreneur, adventure traveler, and growth expert. He sold his last two venture-backed companies and joined Airbnb full-time where he managed growth in top tier markets. Daniel also spoke on stage in front of 20,000 youth at We Day, directed a film series on the sharing economy, received a monthly grant from the Austrian government to conduct research on the European sharing economy, and traveled to over 30 countries. Daniel has been named Top 30 Under 30, a Canadian G20 Delegate and in college, he was named the top student entrepreneur in Canada and top three student entrepreneur globally by Entrepreneurs’ Organization. Daniel spoke at the G20 Young Entrepreneurs’ Summit in China, completed a 100km race along the Great Wall, and has been invited for one-on-one meetings with world leaders such as Justin Trudeau, Prince William, and Kofi Annan.


Brian is the Chief Client Officer, North America, for Marsh.  In this role, he works with the Marsh’s leadership team to improve the overall client experience.  Brian’s client work centers primarily on the financial services and global industrial sectors.


Brian is a key architect of Marsh’s Dynamic Risk Framework, co-author of Marsh’s “Excellence in Risk Management” annual publication produced in conjunction with RIMS, and is often called upon to help develop leading-edge risk management strategies for Marsh’s most complex global clients.  He is a frequent speaker on risk management issues and trends at various industry and financial executive forums.


Amelie Fabian is a professional with Deloitte Toronto where she works in the Audit & Assurance practice. She graduated from McGill University in summer 2018. She is working towards earning her CPA.


Originally from Rwanda, Amelie’s family fled persecution and moved to Malawi where she grew up as a refugee. After high school, she earned a spot on a sponsorship program for refugee youth which landed her at McGill University. She is a multi-award winner and an avid advocate for education. Her advocacy work has led her to the UN General Assembly and a seat on the board of a leading NGO.


Martin is a native Torontonian that spent 10 years recruiting accounting professionals for opportunities across Ireland, the UK and the Middle East for the Robert Walters group before relocating home in 2016 to establish their Toronto office. He has successfully managed the careers of hundreds of accountants, many of whom now operate at VP Finance/CFO level and repeatedly come back to Robert Walters to recruit for their teams. As Country Manager he is responsible for establishing the brand in Canada and driving the growth of the business across the vast Canadian market. Martin graduated from McGill University with a BA in Political Science.

biopics_0009_Sunil Gandhi

Sunil Gandhi joined Trophy Foods as their CFO in 2015. Since that time, he has focused his efforts on driving organizational change initiatives aimed at building the company to achieve profitable and scalable growth in the years ahead.


Sunil possesses over 20 years experience in both large public company and high growth entrepreneurial environments and is a financial leader known for extending the reach of his role beyond finance, championing organizational growth, and building teams to achieve results.


His previous experience also includes senior finance roles at the Mark Anthony Group, Corby & Wine, Nortel Networks, and EY.


Carl Gauvreau, FCPA, FCA is a member of FEI. He joined the NY chapter in 2002 and is the most recent past chair of FEI Canada and current chair of its Governance Committee. Accomplished executive, he has been leading finance, accounting and operational teams at large private and public companies in Canada, US and internationally notably with organization such as Quebecor, Garda and Hartco. He is currently the president of Gauco, as a senior business advisor. He holds a Bachelor degree in administration from HEC Montreal and a MBA in international finance from McGill. He is also a private pilot.


As Managing Principal of Cresa’s Toronto office, Jamie has grown the company to become one of Can­ada’s largest occupier focused commercial real estate companies. Working alongside his team to service clients, the key to Cresa’s success has been their ability to align real estate to enable their client’s business needs, growth strategy, and culture. As a result, year over year, Jamie is one of the top advisors in Canada, and takes enormous pride in helping organizations create work environments that inspire Canada’s top talent. He is also an active member of his community. He is currently a Venture Sinai member, a Director of Cresa Global, and a hockey coach for the Goulding Park Rangers.


Shauna Hibrant CPA, CA is Senior Vice President, Finance at Morneau Shepell. Morneau Shepell is the leading provider of technology-enabled HR services that deliver an integrated approach to well-being through their cloud-based platform. Morneau Shepell’s focus is providing everything their clients need to support the mental, physical, social and financial well-being of their people. Shauna oversees the finance team with responsibilities for reporting, finance operations, financial systems and planning & analytics.  Shauna leads the Finance team through all aspects related to people, clients and business.  She also supports the organization with acquisitions and transformation initiatives.


Shauna joined Morneau in 2011, and brings over 20 years of finance experience working in public organizations.   She is a mentor with FEI Canada’s Young Luminaries Program.


Chris Hough is a CPA, CA and a Partner in KPMG’s Management Consulting practice. He has over twenty years of experience providing advisory and consulting services with a specialty in Finance transformation.  He has on-the-ground experience leading Finance organizations through large scale transformations including development of new Finance strategies and operating models, implementing core and emerging finance technologies, and redesigning Finance organizational structures.  Chris’s clients encompass a wide range of industries including pension and investment management, banking and finance, telecommunications, power and utilities, diversified industrials, and automotive.  Chris has presented many times about the “Future of Finance” in light of disruptive internal and external forces.

biopics_0002_Evan Junek - Picture

Mr. Junek is a Managing Director in J.P. Morgan’s Corporate Finance Advisory group. Corporate Finance Advisory provides senior-level corporate finance advice to major global corporations. Most recently, Evan has advised various senior executives and boards on valuation, capital structure, capital allocation, spin-offs, and other shareholder value enhancement strategies. Evan has also authored widely distributed reports addressing timely corporate finance issues and works to provide client solutions on corporate finance topics. Evan’s most recent reports include Disrupt or be disrupted: Corporate strategies for an increasingly disruptive world, Blockchain and the Decentralization Revolution: A CFO’s guide to the potential implications of distributed ledger technology, and The Great Shareholder Shift: Developing financial policies for an evolving shareholder base.


Prior to joining Corporate Finance Advisory in early 2008, Evan was a software architect in J.P. Morgan’s high performance computing group. Evan holds a B.S. in computer science with a concentration in economics from Cornell University.

biopics_0002_David Keaney

David J. Keaney, CPA, CA, BCOMM is Founder & CEO of D’Four Group servicing both the SME and large-cap sectors. He is a Former CFO & CCO, CIBC Insurance, Former Canadian CFO, Allianz Global Assistance – one of the largest global insurers and Former Principal with PwC’s Corporate Finance and M&A Group.

Mr. Keaney has over 30 years senior financial experience helping international Fortune 100 companies and large global institutions with high-impact/high-value assignments with far-reaching results in Canada, Brazil and abroad. He has helped foreign governments enhance their governance and risk management capabilities and helped organizations such as the World Bank and other industry-leading global companies enhance their strategic focus and optimize their financial services function.


Michael graduated from the Richard Ivey School of Business in 2009 specializing in accounting and finance. He began his career as an external auditor at Ernst and Young, then moved to Protiviti as a risk management consultant. Michael then completed an MA in International Affairs specializing  in counter-terrorism, while working at Scotiabank in that capacity.

In 2013, Michael began his entrepreneurial career by joining wearable technology startup GestureLogic as CFO/COO. In that role he helped the founders raise $2 million in financing, grew the team to 15 people and was responsible for product management, operations, finance, marketing, and more. In 2016, Michael founded Luminari (www.luminari.ai), a platform dedicated to making CPAs lives easier and their careers progress faster. The Luminari community is over 13,000 CPAs strong, and takes advantage of Luminari’s customized services including jobs, volunteer, education, mentorship, content and more. Most recently, Luminari launched their professional development platform LumiQ, highlighting practical skills taught by industry experts (www.lumiqCPD.com).

biopics_0005_Alex Kwong

Alex has always been an adventurer with an accountant’s mind which has led to a dual-track career. A graduate from the University of Toronto who obtained his Chartered Professional Accountant (CPA) designation, Alex worked in assurance before finding his way into the indirect tax world. Through a chance encounter in 2012, Alex met his co-founders in what became Crowdlinker, a 25-person digital product studio. Applying his professional training and experience to the emerging start-up scene in Toronto, Alex has learned to become the voice of financial sanity. Born in Hong Kong and raised in Edmonton and Calgary, Alex currently resides in Toronto.

biopics_0004_Daniel Leslie

Dan Leslie is Senior Vice President & Deputy Head of Commercial Banking at HSBC Bank Canada. Dan joined HSBC in September 2014 after 19 years of Commercial and Corporate Banking experience. In his current role, Dan is responsible for leading client coverage efforts to enable HSBC relationship teams to deliver HSBC to its clients in Canada and throughout the world. This includes Financial Sponsor Coverage, Investment Banking Origination, International Subsidiary Banking, Equipment Finance, and digital propositions.


Prior to his current role, Dan was Head of Corporate Banking at HSBC leading a team of over 300 professionals across Canada responsibility for delivering HSBC to Middle Market and Large Corporate businesses in Canada.  His previous leadership positions include roles in Corporate Banking, Cash Management, and Business Banking.


Dan is currently a member of the Board of Directors of Harbourfront Centre where he serves as Treasurer and Audit Committee Chair.  Harbourfront Centre is a not for profit cultural centre on Toronto’s Harbourfront.


Leen is the Chief Financial Officer at Wealthsimple, Canada’s leading online investment management service that combines user-friendly digital tools and personal financial advice to make smart, automated investing available to everyone.


Founded in Canada by a team of financial experts and technology entrepreneurs, Wealthsimple is backed by Power Financial Corporation, a global management and holding company.


Previously, Leen led finance and operations at Influitive, a marketing technology startup in Toronto. Being part of founding team, Leen helped to grow the business from zero to $10M ARR, raised $50M from VCs and expanded business operations across the North America. Prior to Influitive, Leen held a number of positions at HSBC Canada, Eloqua (acquired by Oracle in 2012) and China Construction Bank.


Leen holds an MBA in Finance from Sobey School of Business at Saint Mary’s University.


Rosie MacLennan made history at Rio 2016 when she became the first trampolinist to ever win back-to-back Olympic gold medals. She also became the first Canadian athlete to successfully defend an Olympic title at the summer Games and the first Canadian woman to win two gold medals in an individual event at the summer Games. Four years earlier, MacLennan had won Canada’s only gold medal at London 2012 where she performed the most difficult routine of the competition to earn a career-high score of 57.305 for Canada’s first-ever Olympic trampoline gold medal. MacLennan made her world championship debut in 2005 and won her first medal, a bronze, in 2007. She added another bronze in 2010 before winning silver in 2011.

biopics_0007_Rory Mcleod Blackberry (1)

Rory leads BlackBerry’s global professional services business, covering cybersecurity and enterprise consulting. He is responsible for the evolution of the services organization as part of the transformation BlackBerry has taken to a Software and Services company. He has focused on enhanced offerings in cybersecurity around IoT and Secure Engineering and driving successful project execution for customers using BlackBerry’s secure software solutions.


Rory brings over 25 years of experience and proven capabilities in people development and strategy, combined with implementation experience and a strong, successful business development history. He has an extensive background in Financial Services and Government.


Prior to joining BlackBerry, Rory held various positions with SAP including Vice President of North American Services and Strategic Engagements, Vice President of Services and Strategic Industries Canada, and Vice President of HCM Cloud Services.

biopics_0001_Christa Manning

Christa is a research-driven thought-leader supporting organizations and helping individuals understand trends and use the latest technologies to enable workplace productivity and performance. Frequently quoted by leading business and trade media, she has presented market forecasts, leading practices, and technology challenges and benefits at industry and user conferences globally throughout her career. Before joining Ultimate Software as director, human capital management innovation, Christa led HR technology strategy and solution provider research for Bersin, Deloitte Consulting LLP, following leadership roles at American Express, AMR Research (acquired by Gartner Group), Aberdeen Group, and as an independent analyst.

Louis Marcotte

Louis Marcotte was appointed Senior Vice President & Chief Financial Officer in December 2013. In his previous role, Mr. Marcotte was the Senior Vice President of Strategic Distribution, overseeing Intact’s investments in the broker network and the development of financial solutions for the company’s brokers and partners. Prior to that, Mr. Marcotte was Treasurer of Intact Financial Corporation and responsible for Investor Relations, Financial Planning and Treasury.

Mr. Marcotte has more than 25 years of progressive international experience in financial management, with expertise in mergers and acquisitions, financing, system implementation, public reporting and tax planning.

He is a graduate of McGill University, holds a MBA from the Vlerick School of Business, and is a Fellow of the Quebec Order of CPA’s. Mr.Marcotte also serves on the Board of Governors of Finance Montreal and is a member of the Board of Directors of the Quebec Chapter of Financial Executive International Canada.


Joe Martin is Executive in Residence and Director of Canadian Business and Financial History at the Rotman School of Management. He is the co-author of “Relentless Change “From Wall Street to Bay Street: A Comparison of the US and Canadian Financial Systems”. He is also the Founding President of the Canadian Business History Assocation.


Prior to joining the Faculty at the Rotman School Joe was a Partner in Deloitte Consulting and served as Partner in Charge of the Canadian Consulting Practice for 12 years as well as Chair of the Global Consulting Committee for a decade.

biopics_0008_Penny Maxwell (2)

Penelope (Penny) Maxwell is Chief Financial Officer at IBM Canada. 


Prior to her current role, Penny was the finance leader for the Cloud Platform business segment in New York. Penny has held multiple roles in the Global Business Services segment which have included international assignments in Madrid, Spain and Singapore.  Penny gained experience with Global Technology Services as the Financial Services Manager supporting the American Express client, one of IBM’s largest Strategic Outsourcing customers. Penny also supported the acquisition of Informix in the former Software Group unit. Penny has been with IBM since 1998. 


In addition to her IBM experience, Penny has also worked as an internal auditor for Sprint. Penny is very passionate about developing female leaders through IBM’s Women in Finance organization.

biopics_0003_David McIsaac

David is an experienced CFO with a broad background in the financial services, insurance, technology and not-for-profit sectors. He is currently the Interim Chief Administrative Officer and CFO for the Toronto Botanical Garden and is responsible for balancing the charitable not-for-profit and for-profit operations of the organization as it undertakes significant growth and transformation.


David has more than 25 years of experience in the financial services industry, having previously held the role of CFO at TransUnion Canada and Northern Trust Canada, and senior finance positions at Aviva, Manulife, CIBC and RBC.


Rick Mercer is without a doubt one of Canada’s most highly respected writers and actors. His knack for political and social satire has earned him over 25 Gemini Awards for his top-rated CBC series The Rick Mercer Report, Made in Canada and This Hour has 22 Minutes. His CBC special  Rick Mercer’s Talking to Americans attracted 2.7 million viewers across  Canada, making it the highest rated comedy special in the history of Canadian television.


He is a #1 Globe and Mail national bestselling author. His books include the recently-released Rick Mercer Final Report, as well as Streeters, Rick Mercer Report: The Book, and A Nation Worth Ranting About.


Today, as someone who understands what amuses,  delights, and occasionally enrages Canadians about our politicians, our media, and our neighbour to the south, Rick has made his mark on Canadian culture and helped to define what it means to be Canadian. In 2014, he was made an Officer of the Order of Canada, and in 2019, he was awarded a Governor General’s Award for Lifetime Artistic Achievement.

ConferenceBiosMain_0002_Joseph Micallef
Joseph Micallef

Joseph Micallef is the National Financial Services Industry Tax Leader & National Asset Management Tax Leader at KPMG. Joseph specializes in wealth and asset management, private equity, banking, capital markets and broker dealer taxation matters. In addition to leading the wealth and asset management tax practice, Joseph also advises clients on tax accounting and tax risk governance matters. With more than 23 years of experience working with regulated and non-regulated public and private clients of all sizes in the financial services, resources, utilities, life sciences and technology industries he’s also a published author and speaker for various industry events, CTF, TEI and the CPA Canada.

ConferenceBiosMain_0004_Perry Monaco Pic

Perry Monaco leads the Customer Success Organisation in Canada for LinkedIn, as well as a team of CSMs focused on CS activity in a pre-sales function in the USA. His teams work with talent acquisition departments and companies building social media recruitment strategies while focusing on the end user to manage retention, customer experience, and account growth through customer success planning. Perry was one of the first 4.5 million members of LinkedIn and was previously a recruiter before helping to build the CS practice at LinkedIn. Perry currently resides in the Greater Toronto Area with his wife and three children.


As the COO of the CFO Centre, Paul’s focus is on helping companies grow, manage cash flow, and increase profit. He provides part-time CFOs to hundreds of businesses and has helped the organization itself grow by over 25% per year. Prior to the CFO Centre, Paul worked in management consulting at Deloitte, AT Kearney, and Strateva Partners.

Paul has an MBA from the Rotman School of Management at the University of Toronto, and a degree in Mechanical Engineering from the University of Waterloo. Paul also sits on a number of non-profit boards and is an advisor to early-stage companies.


Gord Nelson, Chief Financial Officer at Cineplex. Gord joined Cineplex Entertainment in 1988 and has held various successive financial roles since that time. He was appointed Chief Financial Officer of the predecessor to the Corporation in 2004 and continued in this role following the company’s conversion to the Corporation in 2011. Gord oversees the finance, purchasing, communications, risk management and business development areas of the Corporation in addition to overseeing World Gaming.


He is a member of the Finance and Audit Committee of the Baycrest Centre for Geriatric Care. He graduated from the University of Toronto with an MBA and holds the accounting designations of Chartered Professional Accountant (CPA) and Chartered Accountant (CA).


His accomplishments include the establishment of a shareholder value creation program for Canadian Tire, an enhanced dividend policy, share repurchase program and the establishment of CT REIT. Under Dean’s leadership, Financial Services became an integral component of the Canadian Tire strategy. As head of the Financial Services business, Dean created new opportunities for the growth of the credit card business and developed new programs to support the core retail business, such as in-store financing and home services.


Most recently, Gord Nelson was named Canada’s CFO of the Year™ for 2016.


Tax and corporate partner and Goodmans’ Executive Committee member. Vice-Chair of Goodmans’ Seniors Housing practice group and Co-Chair of SenbridGe, a newly launched division of Goodmans focusing on healthcare and aging. Tax and corporate law practice focuses on M&A, corporate finance, real estate and structured finance. Extensive experience advising issuers and investment dealers on the structuring and taxation of cross-border public offerings. Frequent speaker in Canada and the U.S. on going public in Canada and the tax efficient structuring of income securities. Recognized as a leading tax lawyer by Lexpert®, Best Lawyers in Canada and Chambers.

biopics_0007_Sandra Pereira

Sandra Pereira is the Chair of the FEI Policy Forum Taxation Committee.  As Senior Vice President & Global Head of Tax of Tricon Capital Group, a Canadian headquartered public asset manager and investment company, she oversees all aspects of the tax function from strategy, risk and governance management, compliance and transaction execution. Sandra has practiced in the area of International Tax for over 20 years and has worked with cross-functional business teams to provide tax solutions and practical tax advice to stakeholders at all levels. She has been an FEI member for over 5 years, a member of Tax Executive Institute for over 15 years, and an active member of the Canadian Tax Foundation.


Judith Purves was appointed as Executive Vice President and Chief Financial Officer of CBC/Radio-Canada on March 2015 Judith is responsible for all aspects of CBC/Radio-Canada finance functions, Corporate, CBC and French Services, Procurement, and is a trustee of the CBC/Radio-Canada Pension Plan.


Before joining CBC/Radio-Canada, Judith was a Finance Executive with IBM, holding a number of progressively more senior positions, most recently based in New York as VP and CFO of IBM Global Financing. Prior to that she was CFO of IBM Canada Ltd and has led a number of significant organizational transformations.


Judith trained as a Chartered Accountant in London, England and is a Fellow of Chartered Accountants in England and Wales. She holds a Bachelor of Commerce from the University of Edinburgh, Scotland.


Judith is a former National Board member of FEI Canada, and formerly the Chair of Finance Committee and Board Member of Casey House.

biopics_0006_Glen Renton Pic 20181031

Glen Renton is an accomplished business technology executive with 20+ years’ strategic leadership experience in the retail, technology and professional services sectors, Glen has led all facets of IT management including strategy, ERP implementation, data centre and infrastructure operations, security, regulatory compliance, outsourcing assessment and systems selection.


At Ricoh, Glen establishes and cultivates innovation initiatives, overseeing Ricoh Canada’s Digital Transformation strategy and expanding a world class IT organisation to deliver exceptional value to all aspects of the business. Glen is committed to strengthening relationships with existing clients and providing thought leadership to the development of innovative technology solutions in support of Ricoh’s business transformation.


Jennifer Reynolds is the President & CEO of Toronto Finance International (formerly the Toronto Financial Services Alliance), a public-private partnership whose mission is to promote and develop Toronto’s financial services sector, and to establish its prominence as a leading global financial centre. Jennifer’s 20-year career in the financial services industry has included senior roles in investment banking, venture capital, and global risk management.


Prior to joining TFI, Jennifer was the President & CEO of Women in Capital Markets (WCM), Canada’s largest industry association and advocacy group for women in the financial sector. Jennifer is a Director on the Board of the Canada Development Investment Corporation (“CDEV”) and was named a Women’s Executive Network (WXN) Canada’s Most Powerful Women: Top 100 Award Winner (2015, 2017)


Bill Ross is a business executive with Vercerta, a firm that specializes in risk management services, with particular focus on business economics and infrastructure issues.  In prior roles, Bill held executive positions in the energy infrastructure, distribution and consumer sectors, with extensive experience in Finance and Information Technology.  Bill is a Chartered Director and current serves on the board of several organizations.


Karl Schamotta is Chief Market Strategist, North America at Cambridge Global Payments.


Karl leads Cambridge’s currency research group, focused on analyzing shifts in the world economy and creating strategies that help businesses harness market volatility. He has built risk management and trading programmes for hundreds of major corporations, and has extensive experience in managing exposures across major, minor and exotic currencies. Karl is a regular contributor to a number of international finance publications, and is often quoted by the Wall Street Journal, Bloomberg, Reuters, CNN and CNBC.

biopics_0000_Arlene Schwartz photo

Arlene Schwartz is Senior Tax Director, and Chair, Committee on Private Companies, Financial Executives International


Arlene is a CPA with over 25 years’ experience in US and international tax with a specialty in strategic tax planning.  Prior to serving as Tax Director at EmblemHealth, a regional health insurer, she worked at the IRS and KPMG, handling tax audits and providing tax and financial planning advice. She also held research and policy roles at JP Morgan Chase, Bank of New York, Deutsche Bank and others.  Arlene is Chair of FEI’s Committee on Private Companies (US) and consulted with US Congressional members, the Joint Committee on Taxation and the Treasury Department on tax reform legislation.

biopics_0003_mike serbinis (2)

Michael Serbinis is the founder and CEO of League. With more than $1B of exits, he is known as a visionary leader and entrepreneur who has built several transformative technology platforms across industries. Serbinis worked alongside Elon Musk at Zip2 and founded and helped build Kobo, Critical Path, DocSpace, and now League.


He is also the CEO of Three Angels Capital, a G7/ML7 Fellow of the Creative Destruction Lab, and a Board member for the MaRS Discovery District, Perimeter Institute for Theoretical Physics and thE Vector Institute. He holds a BSc in engineering physics from Queen’s University and an MSc in industrial engineering from the University of Toronto.


Once upon a time, Michael developed a quantum cryptography system, and a high temperature superconductor propulsion system that won Gold at the Intel International Science & Engineering Fair. Michael has won numerous other awards, sponsorships and jobs from NASA, Rockwell Aerospace and Intel.


Paul is Morneau Shepell’s VP, Digital Innovation.  In this capacity he is responsible for developing integrative total wellbeing solutions to help employees perform at their best and maximize the value of human capital to organizations.


Paul has been with the firm for 25 years.  Prior experience includes building Morneau Shepell’s North American benefits administration solutions, launching Canada’s first retiree health exchange, and helping a broad range of public and private sector clients to implement benefit and pension administration solutions.  He currently resides in Toronto, and continues to work with Canadian and international clients to best support their evolving needs.


Lisa Taylor is the Chief Financial Officer for Waterfront Toronto and is responsible for providing strategic and financial advice in the delivery of its $1.5 billion revitalization mandate. Lisa brings more than 20 years of experience as a CPA CA and hails from down under New Zealand where she began her career serving a number of large public and private sector clients for Deloitte. With a passion for delivering work that serves the public good, Lisa joined Waterfront Toronto in 2003 as Corporate Controller where she helped to build the Corporation from the ground up before progressing more recently into her current role.


Daniel Valentini is a Sr. Manager, Rider and Driver Strategy at Uber. Daniel works with leaders and experts across Uber’s rides organization to develop, surface, and operationalize strategies that drive Uber’s business forward. Currently Daniel is responsible for Uber’s operational investments across Canada, and Canada’s business strategy.

Daniel began his career at Uber working on expansion in Western Canada scaling operations to new markets, increasing Uber’s footprint and growing revenue by millions annually. Prior to joining Uber, Daniel spent 6 years as a consultant in the energy industry focusing on operations, analytics, and project management.


Davinder is a CPA, CA, with extensive business operations leadership experience from a variety of organizations, including Ontario Power Generation, Atomic Energy of Canada Limited and most recently as Director of Global Infrastructure Advisory with KPMG LLP. With a deep understanding of energy, infrastructure and financing, she has been responsible for all facets of decision making to achieve organization goals and objectives.   At CPA Canada,

Davinder leads a team that conducts technical research to develop guidance and thought leadership on emerging and current issues related to strategy, risk, technology, finance, management, climate change and sustainability to support CPA members in business, government and not for profit to be more resilient, adaptive and innovative.


Mr. Waterman is a Corporate Director, currently serving on the Boards of Encana Corp., Irving Oil Limited and Prairie Storm Energy Corp.


Bruce retired in January 2013 from Nutrien Ltd. (formerly Agrium Inc.) as Executive Vice President, having held senior roles as Chief Financial Officer, as well as in business development and strategy since April 2000. Prior to Talisman, Mr. Waterman spent 15 years at Amoco Corporation, including Dome Petroleum Limited, a predecessor company.


Bruce was chosen as Canada’s CFO of the Year™ in 2008 and named a Fellow of the Institute of Chartered Accountants of Alberta in 2011. Bruce is past Chair and a member of the Selection Committee of Canada’s CFO of the Year™ Award, and is a member of the Advisory Board of FEI Canada’s CFO Leadership Beyond Finance Beyond Program.


Russ Wong is currently the CFO, Compliance Solutions for ADP, based in California. From 2012 to 2018 Russ Wong has served as ADP Canada’s Chief Financial Officer where he helped launch a new business, increase efficiency and grow engagement. In 2015, Russ was appointed Interim President of ADP Canada for six months, where he provided stability during significant leadership and organizational changes. Prior to joining ADP, Russ was the Chief Financial Officer of Chubb Edwards, where he helped integrate an acquisition that doubled the business. He served in the public sector as Director of Finance at eHealth Ontario, leading the finance team through a time of crisis. From 2001 to 2009, Russ was the Chief Financial Officer of Lexmark Canada. Russ has served on the National Board of Financial Executives International Canada and the Toronto Chapter, including Past President.


Leslie Woo is the Chief Planning and Development Officer of Metrolinx, the regional transportation authority for the GTHA. Leslie oversees the planning and development of the $35 billion public transit investment program. Her portfolio includes the transit oriented development market driven strategy for the 1200 acre off-corridor land holdings, and the scope and benefits management of the transit expansion program. With 25-plus years of experience, she is an internationally sought after and award-winning public speaker on a number of wideranging topics. Leslie was named Canada’s Top 100 Most Powerful Women in 2017.