Archived Events (Toronto)

Date: November 13, 2008
Time: 7:30am - 11:00am
Location: McMillan LLP
Brookfield Place,
181 Bay St., Suite 4400
Toronto, Ontario M5J 2T3
Speakers: Steve Ewing, Vice-President of Sales & Marketing, TGO
Topic: Developing a strong sales strategy that works.
Description: Why do so many leaders struggle with sales? Many are still trying to figure out how to compete in markets where price seems to be the only differentiator. Others are worried about a high turnover rate in sales staff. Still others are wondering why, no matter what they do, their organizations continue to experience little sales growth year after year. Incredibly, in a business world that relies on sales a lot of leaders have forgotten how powerful a distinctive sales strategy can be.

Steve Ewing, Vice-President of Sales & Marketing at TGO Consulting (which specializes in helping medium and large sized organizations streamine and improve their businesses through the use of Microsoft technologies), knows that for any organization sales is the raison d’etre. He understands that to be truly successful a company must become sales-centric, with a culture that encourages everyone from the CEO down to consider sales as a part of their role.

Steve has developed elite sales strategies that have been enormously successful. At Canon, he inherited an operating unit that had experienced four straight years of declining sales, and within one year he led it to a 45% increase in revenues. He added to this success by creating Service Elite, a customer service program that became a major differentiator from Canon’s competitors. At IKON, he was instrumental in reducing a 65% turnover rate in sales staff to 32% within a year. And in his current role at TGO Consulting, which he stepped into only six months ago, he has created a new sales focus that has put the company on track to realize an estimated 18% to 19% growth this year.

During his discussion Steve will draw from his own career to highlight best practices that you can use to develop an elite sales strategy, and he will walk you through some of the KPI’s you can use to measure your organization’s sales performance. This interactive session will also provide you with an opportunity to talk to Steve about the issues and concerns related to sales strategy within your organization.

Please join me on November 13, 2008, for a session you cannot afford to miss. Sales are the lifeblood of any organization and should never be taken for granted. Steve’s expert advice will illustrate how investing in an elite sales strategy can provide your organization with a roadmap to future growth.

Leon Goren, C.A.
President,
Presidents of Enterprising Organizations
Date: October 30, 2008
Time: 7:30am - 11:00am
Location: Madison Centre, 4950 Yonge Street,
20th Floor, Suite 2001 Toronto, Ontario M2N 6K1
Speakers: Earl Hughson, President & CEO, Greenfield Technologies
Topic: The key to building strong effective teams.
Description: Many of today’s corporations streamline their operations by amalgamating several operating units into one. By doing so they eliminate redundant business processes, reduce complexity, and become more nimble in reacting to the often capricious nature of the global business world. Yet merging companies is never easy. It can become a prolonged, muddled process. Competing agendas, inter-company rivalries, management changes, these are just some of the factors that can impede efforts at integration.

Earl Hughson is a leader who has experienced first-hand how chaotic a corporate amalgamation can be. At a time when auto parts manufacturer Magna International Inc. was facing tough times financially, he was asked to merge five of the corporation’s companies, three of which were joint ventures.

To make matters worse, the companies specialized in different areas. In creating a single company called Invotronics, Earl faced numerous challenges. When Magna fired the majority of the management teams at all the companies, he was left to put the pieces back together and create a new company. Consolidating business processess and systems, not to mention five different cultures, was problematic. So was trying to make a move to a new building while orders for work were still coming in. At one point, the company lost 60% of its business when it lost its biggest client. Faced with bankruptcy, Earl didn’t get discouraged. Instead, he pushed forward with several initiatives that saved the company, including strategic R&D initiatives, the forging of partnerships with competitors and companies outside his industry, and implementing world-class quality and lean manufacturing systems. This success led to the company being sold three times over a seven-year period, and exposed it to the challenges of integration with other industries and corporate cultures.

During his session Earl will provide insight into the challenges he faced during his time with Invotronics. He will discuss the many issues he had to address during the amalgamation, and how he built a high performance team and came up with the breakthrough thinking that led to a reinvigorated company. He will also provide some practical thoughts on surviving changes in ownership.

Please join us on October 30, 2008, for a truly astonishing success story. Consolidating the employees of five companies into one team is a massive undertaking for any leader, but to do it while introducing new business initiatives is an amazing achievement. Earl’s story is one of resolve and determination, and the ability to break from tradition to seize new opportunities for success.

Leon Goren, C.A.
President,
Presidents of Enterprising Organizations
Date: October 16, 2008
Time: 7:30am - 11:00am
Location: Madison Centre, 4950 Yonge Street,
20th Floor, Suite 2001 Toronto, Ontario M2N 6K1
Speakers: John Sutherland, President, Ennova Inc.
Topic: Leadership & Innovation - Meeting the ever increasing demands
Description: When people think innovation, they automatically think of a product like Apple’s IPod. These types of bold, brilliant breakthroughs make headlines and create new markets. But innovation is also incremental such as Coca-Cola offering twists on its best-selling formula like Diet Coke and Coke Zero. Perfecting the right mix of innovation -- the big, bold leap forward and the more measured advances – can be difficult to achieve.

As the President of Ennova Inc., John Sutherland has been helping organizations attain the right innovation mix for over 20 years. He has worked with major corporations as wells as startups, including CIBC Wood Gundy, BMO Insurance, Avyd and SmartSimple.John demystifies innovation, helping organizations understand and realize that it is a practice that can be managed just like any other business functions.

With his hands on style he worked with CIBC Wood Gundy as the project director, helping commericalize the organization’s new Family Office offering and making it profitable in just over five months. Ennova’s approach is to get company leaders to look at innovation more holistically, exploring the many methods they can use to origniate concepts and initiate practices that create a strategically balanced innovation portfolio.

During the session John discusses the 12 Best Practices for attaining the right innovation mix. These fall into four categories: 1) How to generate breakthrough ideas, 2) How to commercialize ideas, 3) How to manage the innovation process, and 4) How to enable a culture of innovation. Throughout the session, John uses real-world examples to illustrate how the companies that get their innovation balance right invariabley achieve increased growth and higher stock prices.

Please join us on October 16, 2008, for an event any leader of a company looking to harness the power of innovation shouldn’t miss. John’s insightful and straightforward approach explodes the myth that innovation can only be achieved through some sort of magical alchemy. John will show you how, when the right practices are applied, outstanding innovation is within reach for any organization.

Leon Goren, C.A.
President,
Presidents of Enterprising Organizations
Date: September 11, 2008
Time: 7:30am - 11:00am
Location: McMillan LLP, Brookfield Place,
181 Bay Street, Toronto, Ontario M5J 2T3
Speakers: Mike Welling, President of Doug Agency (specializing in brand communication)
Topic: Capitalize on the power of your brand
Description: Building brand awareness is essential in today’s business world, but not everyone understands how to do it properly. Many business pay lip service to the concept, while others completely lose sight of what they want their branding efforts to accomplish. The importance of knowing and understanding the potential of your organization’s brand cannot be understated.

If you have doubts about the power of a brand, think about water. Who would pay for something they can get for free? There was a time when the notion would have been regarded as nonsensical, an outrageous idea that couldn’t possibly fly. That’s hard to imagine in an era of Evian and Perrier, when an entire industry supplies bottled water to people more than willing to pay for it.

Mike Welling understands the intrinsic value of branding. Not just for products and services, but for organizations as a whole. In his 22 year career helping build brands, he has seen what works and what doesn’t. With consumer products manufacturer Unilever, where he spent a period of time as European Brand Manager, he created award-winning campaigns for Sunlight Soap, Lipton Tea, Becel Margarine, and other high profile products. As a consultant, he worked with such companies as Aeroplan and Harley-Davidson in positioning their brands to achieve competitive advantage. His knowledge and expertise led to his being asked by the Marketing Communication Education Trust to co-chair a campaign to create the very first degree in Canada for Integrated Brand Communications at Wilfred Laurier University.

During his session Mike will talk about the key principles for effective brand communication, and how they can be used by companies in any industry. He will provide valuable insight into how a brand works, and how to find the “truth” in a brand that will differentiate it from competitors. Using real world examples he will highlight successful brands, while illustrating how even iconic brands can run off the rails if they lose sight of what made them unique and distinctive.

Please join us on September 11, 2008, for a session of vital importance for all leaders looking to establish a brand strategy that positions their organizations to capture top share of mind among customers. Mike’s insight will help you understand that the inherent power of your brand can influence the future success of your business, leading to significant gains in profitability.

Leon Goren, C.A.
President,
Presidents of Enterprising Organizations
Date: August 21, 2008
Time: 7:30am - 11:00am
Location: McMillan LLP, Brookfield Place,
181 Bay Street, Toronto, Ontario M5J 2T3
Speakers: Patrick Kenniff, CEO, Kenniff & Racine Inc.
Topic: Leadership during times of unexpected crisis and adversity
Description: The abilty to lead during times of crisis is often cited as an essential prerequisite for any leader. Yet how many have actually been put to the test? It’s one thing to guide an organization through the regular ups and downs imposed by the marketplace, but quite another to be forced to deal with a situation like the ecological disasters of the Union Carbide chemical leak in Bhopal, India, or the Exxon Valdex oil spill in Alaska. A hostile takeover is another traumatic experience that can make or break a leader.

As a leader who do you turn to in times of crisis? Do you have a contingency plan in place to deal with emergency situations? On a personal level, do you have the ability to communicate and the empathy and compassion required to lead at a time when everyone is looking to you for guidance?

Patrick Kenniff knows first-hand what it takes to lead during the darkest times. While president at Concordia University in the 1990s, he went through a horrifying crisis when a disturbed member of the university’s engineering faculty shot four colleagues.Thrust into the centre of a media onslaught, Patrick had to deal with an emotionally exhausting situation. The lessons he learned about managing during a period of extreme adversity are relevant for any leader.

During his session Patrick will be discussing the issues leaders need to address prior to and during a crisis. He will examine the benefits of having a contingency plan for emergencies, reviewing your personal strengths and weaknesses, and determining whether you have a helpful and loyal management team in place. You will also learn how Patrick tests the mettle of leaders during his executive searches.

Please join us on August 21, 2008, for a session no leader can afford to miss. Crisis situations can happen at any time. The principles Patrick will be articulating apply to any company in any industry, whether profit or non-profit. Learn how to prepare for and cope with a crisis, and discover the skills required to emerge from the experience as an exceptional leader.

Leon Goren, C.A.
President,
Presidents of Enterprising Organizations

Date: August 7, 2008
Time: 7:30am - 11:00am
Location: McMillan LLP, Brookfield Place,
181 Bay Street, Toronto, Ontario M5J 2T3
Speakers: Rob Guttentag, Vice-President & General Manager of Digital Security Controls (DSC)
Topic: Developing an organization that can think for itself
Description: Every employee can think for themselves, yet it is not every organization that will let them. Surely this is why so many experience periods of near stasis, with little forward momentum and low productivity. In a business culture where employees are afraid to show initiative the result is too many missed opportunities for growth. When leaders show little faith in their people, they create an environment of caution where no one is willing to take risks. Performance suffers, producitvity is affected, and growth is stunted.

Rob Guttentag is a leader who understands that long-term success hinges on empowering employees. His philosophy is simply that leaders must create an organization where everyone at every level is given the incentive to think for themselves. Rob has had remarkable success in transforming companies whose entrenched thinking and attitudes were hampering productivty.

At ICI Australia, he stepped into an all-too-familiar scenario: a hostile relationship between union and management. He establish a new culture focused on a common goal of increasing productivity, but it wasn’t easy. In the end, he completely transformed union and management relations, significantly reduced industrial action, and virtually eliminated absenteesim. At DSC he took a company that hadn’t created any new products in 10 years and was losing money and market share, setting it on a reinvigorated course for success; it has exceeded profit forecasts 10 months out of the last 12, creating significant shareholder value.

During his session Rob will outline his model for transformative change that involves building the process at all levels throughout an organization. He will provide first-hand insight from his experiences at both ICI Australia and DSC, discussing his personal quest to empower employees in both organizations.

Please join us on August 7, 2008, for an exclusive glimpse into the process of organizational change. Overcoming a culture of negativity to develop an empowered organization is a massive challenge and Rob has done it not once, but twice. The lessons he will share are essential for any leader looking to attain long-term profitability by inspiring everyone in their organization to strive to achieve a single, unified vision of success.

Leon Goren, C.A.
President,
Presidents of Enterprising Organizations
Date: June 14, 2008
Time: 2:00pm - 9:00pm
Location: Mill Valley Farm,
Cobourg, Ontario
Speakers: -
Topic: PEO Family Day
Description: Something to believe in, a reason to belong... Our freedom, our family, our friends.

When so much of what we do revolves around money and other people’s objectives, it’s worth pausing to enjoy our freedom, family and friends. Instead of taking the simple moments for granted as we often do, Presidents of Enterprising Organizations invites you to celebrate with us the inaugural PEO Family Day. Whether you need a day to relax and refresh or a little excitement PEO Family Day has something for everyone.

Our old fashioned country fair is nestled in 350 acres of rolling hills at Mill Valley. Those of you with a motorcycle license are invited to join the PEO Riders as we cruise from Toronto to Mill Valley Farm. Once there, you can relax quietly by the pool or watch extreme ATV stunt shows. Pick a tranquil guided horse tour and hay ride then try your skill at the archery and skeet shooting range. Guide the family on a leisurely scenic stroll along the many walking trails. Our guest golf pro will help improve your golf game at the driving range. Join your kids in a family potato sack race or go side-by-side in a pie eating contest. If team sports are your family activity of choice, try the beach volleyball court. And for the gun slingers, there’s a paint ball range. Don’t miss browsing the fabulous collection of new and antique motorcycles.

Sample some of the best wines in the region in our beer and wine garden while feasting on a BBQ dinner you won’t soon forget. Savour the authentic taste of a real Polynesian hangi and whole spit-roasted lamb, pork, beef and chicken. Nibble fresh sweet corn dipped in melted butter, cotton candy, popcorn and all your favourite fair foods.

To wrap up an amazing day of family fun and adventure, PEO is proud to present our main event, the “PEO ROCK BAND”. On this special evening the curtain comes down to showcase the secretly talented musicians within the PEO membership. Along with other surprise guests, the concert promises to delight and entertain as our members take their rightful place among the legends of rock. For those parents wanting to attend the concert, your child care needs will be provided for the evening through our professional child care workers, assisting until the show has drawn to a close.

Leon and I, along with everyone on the PEO team, look forward to enjoying your fellowship in the first of many social and family events.

In Your Corner

Mark Rivers
CEO, Presidents of Enterprising Organizations
Date: June 4, 2008
Time: 5:30pm - 7:30pm
Location: Ruth's Chris Steak House,
77 City Centre Dr., Suite 100
Mississauga ON L5B 1M5
Speakers: Michael Russill, President and CEO of WWF-Canada
&
Claude Ouimet, Sr. V.P. and G.M. of InterfaceFLOR
Topic: Connecting Executives - 2008
Description: You are invited to an inaugural event that provides executives with a stimulating and interesting forum for discussion. Casual enough to be informal but interesting enough to keep you coming back for more! Please Join us for cocktails on June 4 and judge for yourself.

CONNECTING EXECUTIVES – The Executive Cocktail Series is a "By Invitation Only" event hosted at Ruth's Chris Steak House by Presidents of Enterprising Organizations (PEO) and Mastermind Solutions. The purpose of the event is to provide President's, CEO's, COO's, CFO's and VP's only with an opportunity to come together in a casual relaxed atmosphere to expand their networks, have relevant discussions with their peers and hear from top notch speakers on issues and interests that are both relevant and interesting.
Date: May 12, 2008
Time: 8:00am - 8:30pm
Location: The Club At Bond Head
Bond Head Ontario
Speakers: Rocco Rossi, CEO of the Heart and Stroke Foundation of Ontario
&
Charlie MacLean, President and CEO of ASL Group
Topic: PEO Executive Think-Tank and Golf Classic
Description: You are cordially invited to join us for a morning of thought-provoking discussion on an important issue for leaders in any industry, followed by a challenging round of golf at one of Ontario’s newest traditional links style golf courses, The Club At Bond Head.

Rocco Rossi is a leader who has experienced tremendous success in both the for profit and non-profit sectors. He faced the challenge of transitioning from the commercial world to raising funds for the sixth largest charity in Canada. During his first year with the charity he applied his innovative thinking and business acumen to increase net fundraising revenue growth from 2% to 14%. Rocco was also an early pioneer in the development of Internet and new media properties. At Torstar he was instrumental in launching Toronto Star Television, toronto.com, and the precursor to Workopolis.com, Canada’s largest online career website.

Charlie MacLean is recognized as the #1 leader in the world within his industry. The company he owns, ASL Group (a world-leading manufacturer of pressure sensitive labels), is a true Canadian success story. His entrepreneurial skills forged a business model used in the roll-up of 32 different envelope companies. In addition, he has orchestrated financial turnarounds in three different organizations, guided mergers of seven different companies, and led the expansion of local businesses into international markets.

Both leaders will be providing specific examples of how they harness enterprise energy and channel it to acheive their success. They are leaders who understand that any orgnization is a living, breathing entity. By motivating and inspiring the people who work from them, they are able to cultivate the available energy in their organizations and reap the results in consistently successful performance. So please join me for what promises to be a provocative discussion followed by an enjoyable time on the links. Your participation will help make the day truly memorable. I hope to see you there.

Leon Goren, C.A.
President,
Presidents of Enterprising Organizations
Date: April 24, 2008
Time: 7:30am - 11:00am
Location: McMillan Binch Mendelsohn, BCE Place, Floor 44,
Bay Wellington Tower, 181 Bay Street,
Toronto ON M5J 2T3
Speakers: Navin Dave, Managing Partner,
Global Resource Leveraging, KPMG
Topic: Creating Value on a Global basis for the Mid Market
Description: Few people understand the profound impact global resourcing of talent is having on today’s business world. There are many who mistakenly think of it only as outsourcing jobs to other countries where labour is cheap. Like all seismic changes the full story is far more complex. Leveraging and managing global talent is becoming critical in addressing a number of business challenges, including recruiting highly skilled professionals and locating talent pools that will help offset the impending labour shortage as Canada’s aging population begins to retire.

Navin Dave has seen firsthand how quickly the market for global resourcing has grown, and the impact it is having on companies. He created KPMG’s Global Resource Leveraging business unit after identifying that the company and its clients could save $100 million a year by resourcing talent from other countries. He understands the intricacies of locating talent in countries such as India, China and the Philippines. His initiative helped KPMG design its business to excel on a global scale in a highly competitive field.

Just how big is resource management? To give you an idea, talent exports from India alone account for $60 billion in cost-savings. Yet, as Navin makes clear the full story is not just about saving money. It’s about the human face of globalization, learning how to work with different people from different cultures. Certainly it’s about creating competitive advantage, but it’s also about becoming a true corporate citizen globally. Navin’s case study of the success experienced by Global Resource Leveraging will shed light on a topic that is increasingly important for business leaders.
Date: April 03, 2008
Time: 7:30am - 11:00am
Location: McMillan Binch Mendelsohn, BCE Place,
181 Bay Street Street, Toronto
Speakers: Real Bergevin, CEO, NuComm International
Topic: Creating Value in an Organization - A Great Entrepreneurial Story
Description:

Oftentimes the best speakers are those leaders who have walked the talk and lived through dramatically life-altering business decisions. Real Bergevin, the founder of Nucomm, has been in situations others would consider calamitous: facing bankruptcy, watching Canada’s high-flying currency erode his company’s gains, and faced with the prospect of reinventing his business to avoid what might have been irreversible setbacks.

The story of Nucomm is about unforeseen dilemmas and stirring triumphs. It is a compelling case study of the drive and determination it takes to succeed. Real started his company as a consulting firm in 1991, and by 1995 he had created a call centre in Canada for Canadian Tire Financial Services. In the same year an American client of Nucommm’s went bankrupt, and the loss in revenue almost caused the same fate for Real’s company.

Instead of succumbing to despair, he faced down the crisis by buying out his partners and mortgaging every asset he and his wife had. He held onto Nucomm and the subsequent boom in call centres saw the company secure a contract with U.S. cable TV giant Comcast that helped fuel growth of 75% over the next few years.

Real says he practices “possibility thinking”. As a leader he has a penchant for grappling with problems and making the decisive moves required to succeed. For example, when Canada’s currency began rising from 65¢ to 80¢ and higher, as an exporter Nucomm began to feel the pinch. Real looked for possibilities and came up with a 6-point plan to re-invent his business that included securing a line of credit for $35 million to take operations offshore to the Phillipines . In the end, the plan worked and led to a multi-million dollar merger with European company Transcom Worldwide.

Date: February 28, 2008
Time: 7:30am - 11:00am
Location: McMillan Binch Mendelsohn, BCE Place, Floor 44,
Bay Wellington Tower, 181 Bay Street,
Toronto ON M5J 2T3
Speakers: Dr. Warren Jestin
Sr. Vice President & Chief Economist of Scotiabank Group
Topic: Economic Forecast, conclusions and affects on Canada.
Description: Dr. Jestin is Scotiabank’s Chief Economist and has been with the Bank since 1979. Before joining Scotiabank, Warren worked in the Bank of Canada’s Research Department and taught economics at several Canadian universities. He is on the Board of The University of Guelph Heritage Fund and is chair of that University’s College of Management and Economics Advisory Committee. He is also on the Board of Advisors of the Sobey School of Business at Saint Mary’s University in Halifax. Warren earned an MA in Economics at the University of Guelph in 1971 and was awarded his doctorate from the University of Toronto in 1977.

Warren has served on the C.D. Howe Institute’s Monetary Policy Council and has been involved with economic policy committees of the Canadian and Ontario Chambers of Commerce and the Toronto Board of Trade. He is also on the Board of the Markham-Stouffville Hospital. In his role as Chair of Scotiabank’s Sponsorship and Donations Committee, Warren works closely with a wide variety of Canadian charitable institutions.
Date: February 14, 2008
Time: 7:30am - 11:00am
Location: McMillan Binch Mendelsohn, BCE Place, Floor 44,
Bay Wellington Tower, 181 Bay Street,
Toronto ON M5J 2T3
Speakers: Kevin J. Aselstine, Managing Principle, Towers Perrin Inc.
Topic: Are You Having Difficulty Retaining Your Key Employees?
Description: In today’s workforce, employees of all ranks are exploring career options outside the companies they work for. This includes people in key senior executive positions, who jump ship more often than ever before. One reason for this trend are the many career opportunities available in a rapidly changing business world. Another reason is the lack of engagement employees feel, which is heavily influenced by leadership.

This is just one of the findings of interest to leaders and CEOs in Towers Perrin’s recently released Global Workforce Study. A landmark undertaking, the study is based on a survey of nearly 90,000 employees who work full-time for mid-sized to large organizations in 18 countries. It also incorporates 2 million responses from employees in over 40 countries through the Towers-Perrin-ISR database of employee attitudes and opinions.

Leadership is about seeing the bigger picture and navigating your company to greater success, but it’s also about communication and working to retain and engage key employees – engagement being defined as employees who are aware of what they need to do to add value to their companies and are willing to take action. There is a direct link between engagement and financial results, and many companies have failed to realize this.

The good news is that there is a clear path forward, as Kevin will discuss during his session. With his 30 years of experience in workforce management and human resources consulting, he is well aware of the crucial impact CEOs and senior management have on motivating their workforces.

Date: January 24, 2008
Time: 7:30am - 11:00am
Location: McMillan Binch Mendelsohn, BCE Place, Floor 44,
Bay Wellington Tower, 181 Bay Street,
Toronto ON M5J 2T3
Speakers: Jim Hunter
CEO, NexGen Financial Ltd. Partnership
Topic: In Defining the future he continues to innovate and win
Description: Some leaders tend to rest on their laurels after achieving phenomenal success. Satisfied with their legacy, they believe it will stand as testimony to their business acumen and leadership skills. Then there are those leaders who are hardwired to never stop forging ahead. They generate new ideas and grow their companies by developing unique products or services. Some even create the model for a new way of thinking within their industries. These visionary leaders are always exploring new ways to shape the future. What is it that drives them to continually innovate? Do they have an innate ability to see where future growth opportunities will come from? How do they resist the temptation to look back?

These are questions of interest to every leader and that’s why PEO is pleased to invite you to our next Eye of the Executive Event to hear and meet Jim Hunter, CEO of NexGen Financial Limited Partnership, a company that is carving out a prosperous niche for itself in the financial services industry by offering products and services that are creating a paradigm shift in wealth management. Jim formed NexGen following an incredibly successful career that began with 17 years at Deloitte and Touche, and then over a decade with Mackenzie Financial Corp., during which time he became CEO and later Chairman. He and his team’s innovative strategies led to a growth in the market value of Mackenzie Financial from $250 million in 1992 to $4.1 billion in 2001 when it was sold to IGM Financial.

He accomplished this astonishing growth by building an executive team renowned in the industry for developing innovative products. One of the biggest challenges of Jim’s career came in 2001, when CI Financial Inc., made a hostile takeover bid for Mackenzie Financial. Jim’s personal philosophy has always been to provide incentives for employees to do their best, and the members of his entire office team at Mackenzie Financial were all shareholders in the company. He felt the pressure as a leader to ensure that any deal would benefit all stakeholders. Ultimately, his negotiating skills and his team’s ability to attract multiple bidders resulted in a deal that made millionaires of 42 employees at Mackenzie Financial.

Jim stayed on as Chairman and CEO following the acquisition, and grew the company a further 60% between 2001 and 2005 before deciding to retire. With his questing mind and forward-thinking attitude, it wasn’t long before he decided that his career was far from over. Armed with unique tax-efficient investment products he had developed, Jim became an entrepreneur at 55 when he and a few colleagues launched NexGen in 2006, growing the fledgling company’s assets from $0 to $200 million in just one year. He has managed to do this by appealing to both individual and institutional investors with tax efficient financial products that save money when transitioning investments into cash.


Date: November 6 , 2007
Time: 7:30am - 11:00am
Location: McMillan Binch Mendelsohn, BCE Place,
181 Bay Street Street, Toronto
Speakers: David Paterson, CEO of Northwater Capital Management Inc.
Paul Robson, President of Northwater Capital Management Inc.
Topic: Ivesting in People
Description: What is often overlooked in any discussion about great leaders is how they influence corporate culture. It is their personal beliefs and value systems that guide, inspire and motivate employees. The old adage is true: it comes from the top. Whenever we see a company that is thriving in its market, do we stop and wonder if its internal culture is part of the reason? Some profitable companies may hide a dysfunctional culture that leads to frustration and missed opportunities. Can a leader be considered truly visionary if they ignore the people who work for them and the culture they have helped shape?

This is a discussion every leader should have and that’s why PEO is pleased to invite you to our next Eye of the Executive Event to hear and meet Paul Robson and David Patterson, President and CEO, respectively, of Northwater Capital Management Inc., an internationally recognized institutional investment company with offices in New York, Chicago and Toronto. David formed Northwater in 1989 and launched a number of firsts in the investment industry, including obtaining a Revenue Canada ruling that allowed pensions and RSPs to exceed the 20% foreign content limit and offering the first Canadian mutual fund permitting up to 100% foreign diversification. Success followed and he grew his two-person startup into a hugely successful firm that has 90 employees and manages over $14 billion in institutional investments.


Date: October 4, 2007
Time: 7:30am - 11:00am
Location: McMillan Binch Mendelsohn, BCE Place,
181 Bay Street Street, Toronto
Speakers: Kurt Rosentreter
Topic: When Money Scares a CEO
Description: Kurt Rosentreter, a CA and Senior Financial Advisor at Berkshire Securities Inc. is one of Canada’s most highly celebrated and experienced Wealth Planners. He discusses how CEOs and leaders can avoid the perils of having personal wealth and not knowing how to fully cultivate it. During his insightful discussion he will be sharing the best and the worst of CEO financial strategies, as well as the essentials of wealth management for CEOs.

Some of the lessons from this session include:

  • Understanding that there are certain types of financial strategies appropriate for leaders at various stages of their careers.

  • Learning whether you are behind or ahead in the world of personal wealth.

  • Coming to terms with whether your current personal financial choices are the right ones.

  • How to avoid the perils of having wealth and not knowing how to fully cultivate it.

  • Discovering the latest tax planning tips for CEOs.


Date: September 13, 2007
Time: 7:30am - 11:00am
Location: McMillan Binch Mendelsohn, BCE Place,
181 Bay Street Street, Toronto
Speakers: Peter Flattery
Topic: Re-inventing Vision and Strategy
Description: After building the Healthcare Insurance Reciprocal of Canada (HIROC) into one of the country’s most successful healthcare insurance organizations, CEO Peter Flattery encountered adverse market conditions that created a turbulent period of revenue losses. His bold, innovative response to the challenges he faced resulted in the re-invention of HIROC’s vision and strategy. The result: one of the most dramatic turnarounds in Canadian business.

Some of the lessons from this session include:

  • Ensure that you continually challenge your company’s status quo to avoid complacency.

  • Don’t be afraid to face the hard decisions and present a completely new way of looking at the business.

  • Constantly remind people in your organization about its vision and strategy.

  • Recognize that business partnerships can work to find solutions and create value.

  • Understand that conflict can produce new ways of thinking about vision and strategy.


Date: August 14 , 2007
Time: 7:30am - 11:00am
Location: McMillan Binch Mendelsohn, BCE Place,
181 Bay Street Street, Toronto
Speakers: Brent Wortman
Topic: Achieving Value Based Management
Description: Brent Wortman, a consultant with Deloitte, has extensive experience in creating value based management. Author of the books The Value Enterprise and The Value Habit, he has helped such organizations as Barclay’s Bank in England, CIBC, Bell Canada, Canada Post, and others achieve their full performance potential. His discussion will provide insight into how corporations can create value and will feature examples from clients he has guided to success.

Some of the lessons from this session include:

  • Defining value based management and its impact on an organization.

  • Understanding the link between performance measures and shareholder value.

  • Learning how to align strategy and shareholder value to achieve prosperity and growth.

  • Discovering how to make better decisions relating to the creation of value.

Gaining insight into the measures taken by major corporations to reinvent the way they do business to implement value based management.


Date: June 18th, 2007
Time: 7:30am - 11:00am
Location: McMillan Binch Mendelsohn, BCE Place,
181 Bay Street Street, Toronto
Event Think-Tank Session (8am-11am)
Shotgun Start (12:30 pm)
Topic: 2007 Executive Think-Tank and Golf Classic
Description: It's time to tune up that swing and joing fellow members and guest at Wooden Sticks Golf Club for a day filled with learning, networking and fun!


Date: May 29th, 2007
Time: 7:30am - 11:00am
Location: McMillan Binch Mendelsohn, BCE Place,
181 Bay Street Street, Toronto
Speaker: Mike Russill, President & CEO of WWF-Canada
Topic: Business Practices Leading to Sustainable Growth
Description:

Has the concept of sustainable growth not always been at the top of every leader’s agenda? What’s changed in the attitude of the leader and/or the organization today – has anything changed or are we bound by an endless conversation? In too many cases, leaders may have the vision but the follow through never materializes. The formulation of strategy and concepts is one thing, but unless development goals permeate throughout an organization nothing gets accomplished. What steps as the leader of your organization are you taking to translate this concept and strategy into an ongoing success? How do you ensure that your company is on track to consistently post profits while building for the future?

Mike will be discussing how to establish business practices that can be integrated into an organization, translating theory into action. He will provide a better understanding of sustainable growth, which many people believe relates only to increased profitability. Mike believes it also means driving the values of a company, allowing it to attract and retain high-quality employees who may become part of the future leadership team. Using best practices case studies from Suncor Inc. and Catalyst Paper Corp., Mike will illustrate what he calls the three pillars for sustainable growth: profits, environment and corporate social responsibility.


Date: April 19th, 2007
Time: 7:30am - 11:00am
Location: McMillan Binch Mendelsohn, BCE Place,
181 Bay Street Street, Toronto
Speaker: John Miers, Chairman of Black Isle Consultants
Topic: Helping Leaders Become Better Speakers
Description: Join Miers will be discussing his singular approach to coaching leaders on how to become more effective public speakers. John prepares leaders to handle a variety of public speaking scenarios, including business presentations and media interviews. He has worked with politicians and senior executives from such companies as ING, Rolls Royce, JP Morgan, Effem Inc. and Tim Horton’s.

Some of the lessons from this session include:

  • Learning what you need to be an effective public speaker.

  • How to make speaking look natural in front of large or small groups.

  • How to maintain control of business meetings.

  • Recognizing those things that speakers are already doing right.

  • Eliminating the “pomposity of speaking”; being too smooth and polished.

  • Understanding what listening skills really mean.

Date: March 29th, 2007
Time: 7:30am - 11:00am
Location: McMillan Binch Mendelsohn, BCE Place,
181 Bay Street Street, Toronto
Speaker: Bob Leech
Topic: Will There Be Enough Leaders in the Future?
Description: Join us on March 29, 2007 for a roundtable discussion with Bob Leech, a partner responsible for leadership development with Deloitte, will be discussing the coming war for executive talent as the baby boom generation retires. With over 30 years in strategy consulting with major companies in a wide range of industries, Bob has gained valuable insight into leadership and executive development. He will provide information on Deloitte’s new Leadership Development Program, and real-world examples of best practices in executive development programs at some of the GTA’s top companies.

Some of the lessons from this session include:

  • Understanding how demographic trends will result in a shortage of executives and leaders.

  • A more comprehensive definition of leadership and how it can be developed.

  • Learning how to prepare for future opportunities by exploring executive development options.

  • Experiences of major GTA companies in creating and running executive development programs.

  • Information on Deloitte’s recently launched Leadership Development Program

Date: March 8th, 2007
Time: 7:30am - 11:00am
Location: McMillan Binch Mendelsohn, BCE Place,
181 Bay Street Street, Toronto
Event Warren Jestin
Topic: Economic Forecast 2007
Description: Dr. Jestin is Scotiabank's Chief Economist and has been with the Bank for 27 years. Before joining Scotiabank, Warren spent a number of years working in the Research Department at the Bank of Canada and teaching in the economics departments of several Canadian Universities. He is currently on the Board of The University of Guelph Heritage Fund and the Board of Advisors of Sobey School of Business at Saint Mary's University in Halifax.

Warren is a member of the C.D. Howe Institute's Monetary Policy Council and has been involved with economic policy committees of the Canadian Board of Trade.


Date: February 20th, 2007
Time: 7:30am - 11:00am
Location: McMillan Binch Mendelsohn, BCE Place,
181 Bay Street Street, Toronto
Event Michael Raynor, Author
Topic: The Strategy Paradox
Description: Join us for a Roundtable Discussion with Michael Raynor, Co-author of the Wall Street Journal and New York Times Bestseller, The Innovators Solution, as he officially launches his new book, The Strategy Paradox.

For many executives and managers the fear of making the wrong choices often results in strategy that is both cautious and unremarkable. Yet even breakthrough strategy can fail due to unforeseen circumstances. Understanding how to resolve this strategic conundrum is essential for today's leaders as they look for opportunities to create sustainable growth.

That is why I am pleased to invite you to hear Michael Raynor, a consultant with Deloitte Consulting LLP, to discuss his timely and compelling new book The Strategy Paradox: Why committing to success leads to failure (and what to do about it). Michael is a gifted writer and business observer who has worked with senior executives of leading corporations in a wide range of industries. His new book offers groundbreaking research and a fresh perspective on strategy, including real-world case studies from major corporations


Date: January 31st, 2007
Time: 7:30am - 11:00am
Location: McMillan Binch Mendelsohn, BCE Place,
181 Bay Street Street, Toronto
Speaker: Karen Seward, Sr. Vice-President of Business Development and Marketing, Shepell.fgi
Topic: Managing Executive Stress
Description: Great leaders may be high achievers driven to succeed. but they're not superhuman. In the past 15 years I have dealt with hundreds of great leaders and executives, and during that time I've marvelled a the daily stresses they endure guiding a company to success in an increasingly competitive business environment. They do this while trying to maintain an active social life with family and friends, which is not an easy task. Sometimes the repercussions manifest themselves both physically and mentally.

Karen Seward, Sr. Vice-President of Business Development and Marketing at Shepell.fgi, one of North America's leading providers of health and wellness solutions for employers and their employees. For over 11 years, Karen has been in the forefront of the personal and organizational wellness field and she will be providing valuable insight into the wide variety of factors that have an impact on physical, mental, emotional and social health.

Her discussion will offer tips and techniques for coping with executive stress, and recognizing the conditions that over time can lead to physical, mental and emotional issues. Using real-world examples, she will illustrate how she has helped leaders and executive teams overcome personnel issues and create healthy, productive workplaces to build sustainable growth. The success of any company relies on leaders having proactive tools in place to get the best from themselves and their people.

 

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