Women in the Financial Industry - Toronto

September 18, 2019
Fairmont Royal York 100 Front St West, Toronto, Ontario M5J1E3, CA

Women in the Financial Industry

Creditworthy: navigating success as a woman in the financial industry
Across generations, women are facing unique challenges in the workforce. This year’s conference will explore common challenges and strategies for success as a woman in the financial industry. Expert speakers will take a deep dive into topics such as ending negative self-talk, taking credit where credit is due, mentorship and leadership storytelling. The event will also feature expert panels on topics including how corporations show their commitment to a diverse workforce and the experiences of women across generations.

Women in the Financial Industry will cost $249 plus tax to attend.

Women in the Financial Industry - Toronto

*Please note agenda is subject to change*

8:35-9:05 a.m.
Coffee and registration

9:05-9:10 a.m.
Opening remarks

9:10-9:35 a.m.
Icebreaker – It was the best advice, it was the worst advice
This session is a chance to network with other women in the financial industry and share the best and worst piece of career advice you’ve been given. There will also be an opportunity to discuss case studies on women in the financial industry.

9:35-10:15 a.m.
Opening keynote: The tallest poppy

Employee satisfaction and productivity are major issues in workplace studies and some research has focused on professional women. But very few studies have looked at the relationship women have with their co-workers and superiors and how that relationship affects not only their productivity, but their emotional and psychological well-being. The tallest poppy remedies that. It looks specifically at working women across Canada from all demographics and professions and how their psychological health and workplace performance are affected by their interactions with both colleagues and supervisors. The results are discouraging and should be a wake-up call for companies and leaders across the country. An immediate change is needed to support women in the workplace, to encourage their accomplishments and shift the culture of toxic workplaces. This session will examine the results of the tallest poppy and include an interactive question and answer period with lead researcher, Rumeet Billan.

Speaker:
Rumeet Billan, chief learning architect, Viewpoint Leadership Inc.



10:15-10:45 a.m.
Networking break



10:45-11:25 a.m.
Unconscious bias and imposter syndrome: Evidence, challenges and strategies

This session will explore how to recognize and overcome unconscious bias and imposter syndrome. Going beyond anecdote, Fiona Rawle will examine data and evidence for both of these phenomena. She’ll investigate strategies for overcoming unconscious bias and imposter syndrome and challenges inherent in doing so, drawing on examples from diverse fields, including finance, medicine, science, academia and music.

Speaker:
Fiona Rawle,
associate dean, undergraduate, University of Toronto Mississauga


11:25 a.m.-12:25 p.m.
Corporate commitment to women panel
In this session, business leaders will share their journeys to the top and what their workforces do to encourage more diversity. How do they build a business case that it pays to have women in senior roles? How do they navigate being some of the few women in leadership positions? Panellists will discuss strategies, policies and tactics that work and don’t work and how they think the financial industry needs to evolve to ensure more diversity — moving beyond gender to other forms of diversity as well.

Speakers:
Tanis Feasby, vice-president and head of brand and marketing, RBC Wealth Management
Lori Landry,
chief marketing officer, Sun Life Global Investments
Maria-José Perea, vice-president business solutions and marketing, Desjardins
Kelly Roberts, vice-president, national accounts, Fidelity
Karin Zauderer, executive vice-president, head of marketing Americas, PIMCO
Moderated by Melissa Shin, editorial director, Advisor’s Edge and Investment Executive

12:25-1:25 p.m.
Lunch

1:25-1:55 p.m.
Finding power through process: How to manifest success by putting ideas into action
When inspiration causes creative forces to work within us, ideas begin to formulate and we can feel our energy rise. This excitement brings us to the fields of possibility. Frequently, however, we will put those ideas on a back burner or on a future “to do” list or even ignore them completely because we are too busy with everything else we are managing. Or perhaps we are afraid. Not every idea can be turned into a successful outcome, but in a world where differentiating ourselves is so important, what if we learned how to explore those ideas for just long enough to take action? In this presentation, Azlen will share lessons learned from her personal journey of self-discovery and empowerment achieved through acting on ideas, being vulnerable and taking risks.

Speaker:
Karen Azlen
, chief executive officer and founder, Introduction Capital


1:55-2:55 p.m.
Creditworthy: navigating success as a woman in the financial industry
This session will feature the results of original research on hundreds of women and men from both the retail and institutional sides of the financial industry and how they navigate success, with a focus on the experiences of women. The research covers topics ranging from negative self-talk, taking credit for a job well done, receiving feedback, mentorship and navigating leave. It will also dig into people’s views on career progression. Alongside this research, successful women in finance will share their comments, insights, experience and lessons learned along their career paths.

Speakers:
Tuula Jalasjaa, founder, The Women's Collection
Cindy Reid-Shelton, co-founder and president, Felix Group
Kim Shannon, president and co-chief investment officer, Sionna Investment Managers
Moderated by Yaelle Gang, editor, Canadian Investment Review

2:55-3:25 p.m.
Networking break

3:25-3:55 p.m.
Fireside chat: Getting on board
Other countries are ahead of the game when it comes to including more women on boards. This session will look at where Canada stands in comparison to other countries and explore the benefits of, and barriers to, diversity on boards. It will also explore how women can get themselves on boards, drawing on best practices and personal experiences of how to strategically find opportunities, make yourself stand out and add value at the board table.

Speaker:
Maureen Jensen, chair and chief executive officer, Ontario Securities Commission
Moderated by Melissa Shin, editorial director, Advisor’s Edge and Investment Executive



3:55 p.m.
Closing remarks and cocktails

Women in the Financial Industry

Women in the Financial Industry - Speakers KEYNOTE SPEAKERS

 

Rumeet Billan

Rumeet Billan

Rumeet Billan is an award-winning, internationally recognized entrepreneur, learning architect, speaker, author and humanitarian. Her mission is to raise potential by designing experiences that build resilience. Billan is the president and chief executive officer of Viewpoint Leadership and an expert on psychological capital and resilience. She completed her doctorate at the University of Toronto and has designed and facilitated programs, courses and training sessions across industries and sectors. She led the groundbreaking national research study on the tall poppy syndrome, which reveals the impact of the silent systemic syndrome on women in the workplace and is the national ambassador for Not Myself Today, an initiative of the Canadian Mental Health Association that aims to transform workplace cultures. Recently, she released her first bestselling book, Who Do I Want To Become? designed for children and adults who are struggling with the question of what they want to be when they grow up.

  


 

Fiona Rawle

Fiona Rawle

Fiona Rawle has a doctorate in pathology and molecular medicine and is the associate dean of undergraduate at the University of Toronto Mississauga and an associate professor in the teaching stream, in the department of biology. Her research focuses on public communication of science, science education and the science of learning. She has received numerous awards focused on teaching, including the University of Toronto’s President’s Teaching Award. Rawle is also a member of the University of Toronto’s Toronto Initiative for Diversity and Excellence group, through which she gives lectures and workshops on unconscious bias, equity and diversity.

  


  

CONFERENCE SPEAKERS

Karen Azlen

Karen Azlen

Karen Azlen founded Introduction Capital in 2004 after recognizing what little exposure Canadian alternative investment managers had in the international sphere. In 2011, Azlen founded the Canadian Alternative Investment Forum. For over 20 years, Azlen has been building longstanding and purposeful relationships with alternative investment managers, industry professionals, individual investors, family offices, wealth advisors and institutions. She also coined the phrase “relationship broker”. Azlen’s ongoing interests in relationship dynamics and communication excellence led her to complete her clinical training in Imago Relationship Theory and she is certified as an Imago Educator. Azlen has also completed her training with the Institute of Professional Excellence in Coaching and is certified as an Energy Leadership Master Coach and Practitioner.

  


      

Tanis Feasby

Tanis Feasby

As vice-president and head of brand and marketing for RBC Wealth Management, Tanis Feasby leads the global brand and marketing strategy for the wealth and asset management businesses. Feasby has 20 years of experience building and protecting reputations, with a focus on communicating tailored messages to target audiences that deliver on business objectives. She held a variety of roles in RBC’s corporate communications team, including leading communications strategy for the wealth management and insurance businesses, as well as financial communications. Prior to joining RBC in 2009, she worked at agencies as well as at large public companies. Feasby holds a BA in English from Queen’s University, a certificate in public relations from Humber College, and a Certified Professional of Investor Relations designation from Ivey School of Business. She is a past director of the Canadian Investor Relations Institute and a current board member at First Book Canada.

 


      

Tuula Jalasjaa

Tuula Jalasjaa is a financial services and wealth management senior executive spanning 23 years successfully managing various retail, commercial and corporate businesses for a major Canadian financial institution. She has run several key wealth management businesses including HollisWealth, Scotia Private Investment Counsel and Institutional Investment management distribution and Scotia Asset Management U.S. She has pioneered and led a number of advancement of women initiatives throughout her career and is a tremendous advocate for achieving more diversity in business for women and raising the number of female leaders and board directors. She is also passionate about empowering women with their finances and financial futures with a keen focus on increasing female financial literacy rates around the globe. To this end, she recently founded The Women’s Collection to empower Canadian women to make sound financial choices. The program uses a combination of education, networking, tools, and resources as well as a digital investment platform (a.k.a. robo-advisor) designed for women, by women. She is also working with senior leaders to help shape and guide the strategic direction of wealth management in Jamaica and other Caribbean countries. Jalasjaa holds the Chartered Financial Analyst designation and an International MBA from the Schulich School of Business in Toronto. She has also earned the ICD designation from the Rotman School of Management Corporate Directors Program.


    

Maureen Jensen

Maureen Jensen is the chair and chief executive officer of the Ontario Securities Commission, which administers and enforces securities law in the capital markets of the province of Ontario. Prior to this appointment, Jensen was the executive director and chief administrative officer of the OSC. As the senior member of staff, she was responsible for coordinating and managing the organization’s day-to-day operations, including its enforcement, market regulation and compliance functions. Before joining the OSC, Jensen was senior vice-president, surveillance and compliance at the Investment Industry Regulatory Organization of Canada, the national self-regulatory organization that oversees all investment dealers and trading activity on debt and equity marketplaces in Canada. Prior to the formation of IIROC in 2008, Jensen was president and chief executive officer of Market Regulation Services Inc., the independent national market regulation services provider for Canadian equity markets. Jensen has also held senior regulatory and business positions at the Toronto Stock Exchange and had a 20-year career in the mining industry, holding both executive and technical management positions with several resource companies. Jensen is vice chair of the board of directors of the Toronto Centre for Global Leadership in Financial Supervision. She is also a trustee of the Royal Ontario Museum. Jensen is a registered professional geoscientist and holds the ICD.D designation.


    

Lori Landry

Lori Landry

As chief marketing officer for Sun Life Global Investments, Lori Landry oversees the marketing and brand strategy. After joining Sun Life in 2003 as assistant vice-president marketing and plan member education for group retirement services, Landry advanced through a number of senior leadership positions before moving to Sun Life Global Investments. From the outset, Landry has focused on creating a client-first culture and has offered financial advisors key insights into how they can build their business by developing their own unique brands. Landry has also led a national discussion on women and investing by creating the Sun Life Global Investments Women's Investment Symposium – a venue that provides female advisors with the insights they need to help women through every stage of their financial lives. Landry is a former journalist, editorial director and publisher of a number of business magazines, including Benefits Canada, Avantages, Canadian Investment Review and Advisor's Edge magazines. She has also been recognized with a number of national and North American journalism awards for her work as a financial and healthcare writer and commentator. Landry holds a BA in English and Communications from Wilfrid Laurier University and is a member of its Faculty of Arts Advisory Board. She also sits on the Board of Directors of the IFSE Institute, the education arm of the Investment Funds Institute of Canada and works with Prosper Canada on an initiative called MPower Financial Coaching which helps people living in poverty improve their financial stability.

 


   

Maria-José Perea

Maria-José Perea

Maria-José Perea is vice-president business solutions and marketing at Desjardins and leads the strategy, development, marketing and communication teams. Always working in our clients’ best interests, she is responsible for creating engaging and innovative outcome-based solutions that lead to an exceptional experience. Perea has more than 18 years of experience in the technology and financial services industries. She has distinguished herself through her strong sense of leadership, strategic thinking, communication skills and her member-first approach. Perea is a certified project management professional and holds a bachelor’s degree in software Engineering. Prior to joining Desjardins, she led implementation projects of enterprise software solutions for Fortune 2000 companies worldwide.

 


 

Cindy Reid-Shelton

Cindy Reid-Shelton

Cindy Reid-Shelton is president and chief executive officer of Intent Planning and co-founder and president of The Felix Group. She has been an entrepreneur her entire life and is drawn to work with like-minded people. She has been working in the financial industry for almost 30 years. Reid-Shelton started as a financial advisor and quickly became a top producer, a consistent international award winner and then moved into corporate leadership roles where she transformed sales organizations to be planning centric and eventually acted as mentor and advisor to top advisors and their clients across Canada. Reid-Shelton presents to audiences throughout Canada, is a family business facilitator, trusted advisor, instructor and highly sought out resource for peers and clients. Reid-Shelton is a member of Institute for Advanced Financial Education, a certified financial planner, chartered financial consultant, chartered life underwriter, trust and estate practitioner, certified exit planning advisor and certified business advisor.

 


 

Kelly Roberts

Eliane O'Shaughnessy

Kelly Roberts is vice-president, national accounts at Fidelity. With 21 years of industry experience, she is responsible for managing and building corporate relationships for both the MFDA and IIROC channels on behalf of Fidelity. Before taking her current position, she was responsible for managing a team of over 20 inside and sales support staff for the Ontario region. Before joining Fidelity, Roberts acquired extensive financial services experience working for several years in both the retail and institutional investment business. She also developed a thorough understanding of advisor focused practice management issues while working at Advisor Impact.

 


 

Kim Shannon

Eliane O'Shaughnessy

Kim Shannon founded Sionna in 2002 and has more than 35 years of industry experience. She is the president and co-chief investment officer at Sionna and was previously chief investment officer and senior vice-president at Merrill Lynch Investment Managers Canada. Shannon serves as a board member with the Canadian Coalition for Good Governance and is the chair of its Governance Committee. She is also on the board for the Brandes Institute, the Ontario Arts Foundation, United Corporation (a listed closed-end fund), a member of the C.D. Howe Institute’s National Council and the CFA Institute Board of Regents (she previously served as its chair). Shannon is also a past president of the CFA Society Toronto. She was awarded Morningstar Fund Manager of the Year (2005), the RBC Canadian Woman Entrepreneur Award, the Women’s Executive Network’s Canada’s Most Powerful Women: Top 100 Award (2007, 2017), continuously listed as one of Profit Magazine’s Top 100 Female Entrepreneurs over the last several years and a recipient of the 2015 Rotman Women in Management Association Top 10 Awards (Entrepreneur Category).

 

 


 

Karin Zauderer

Karin Zauderer

Karin Zauderer is an executive vice-president in the New York office and head of marketing for the Americas.  She oversees the brand, creative, advertising, marketing operations, multimedia, and channel marketing teams in support of the firm’s Americas business. Previously at PIMCO, she was head of marketing for EMEA. Prior to joining PIMCO in 2011, she spent four years managing marketing communications to institutional investors and retirement plan platform clients at Calvert Investments. She also spent five years at UBS in London as the chief of staff for the global equities business, managing communications, and global business planning.  She has 27 years of investment and financial services experience and holds an MBA from Case Western Reserve University in strategy and finance. She received an undergraduate degree in marketing from Syracuse University.

 


Event Location


The Women in the Financial Industry, Toronto, will take place at the Fairmont Royal York Hotel, set in the heart of downtown.

Visit the Fairmont Royal York website for more information

Address:

100 Front St W, Toronto
ON M5J 1E3
(416) 368-2511


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With further inquiries about event logistics, please contact Wendy Morrison, Conference Editor.

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