Roundtable Hosts

56
Roundtable Hosts ACCOUNTING Name Lainey Bokhaut Title Manager Company Bokhaut Chartered Professional Accountant Inc. Biography In 2018 Lainey Bokhaut graduated the University of Manitoba from the Commerce program. Lainey also achieved her CPA designation in 2021. Lainey has been with the firm since her university graduation in 2018. Lainey advises medical residents on financial management and helps them to build a foundation of financial literacy. She also works with practicing physicians, their medical corporations, and medical clinics. As a Manager, Lainey is responsible for the tax planning, tax preparation, and file management for the portfolio of clients that she is responsible for. Lainey is also involved with the daily management of the firm. Company Overview Bokhaut CPA Inc. provides accounting, tax, estate planning and business planning services to an exclusive base of high-net-worth clients. The firm has grown from a staff of 8 to 22 in the past 10 years. To fuel this growth, Bokhaut CPA Inc. recruits highly motivated candidates and helps them evolve into experienced and knowledgeable professionals who quickly assume full responsibility to interface directly with our valued clients. This development is done within an atmosphere supportive of career advancement and academic growth, while prioritizing maintenance of a work-life balance. ACCOUNTING Name Tessa Ewanchuk Title Accountant Company Bokhaut Chartered Professional Accountant Inc. Biography Tessa Ewanchuk graduated from the Red River College Polytechnic Business Administration Program with a major in accounting in the spring of 2018. Tessa began her employment with Bokhaut Chartered Professional Accountant Inc. as a Staff Accountant immediately following her graduation from Red River. Since starting at the firm in 2018, Tessa has been promoted to the position of Manager. In her capacity as Manager, Tessa is responsible for tax planning, tax preparation, and file management for numerous clients at the firm. She is also involved in the development of new projects and staff training. Company Overview Bokhaut CPA Inc. provides accounting, tax, estate planning and business planning services to an exclusive base of high net worth clients. The firm has grown from a staff of 8 to 22 in the past 10 years. To fuel this growth, Bokhaut CPA Inc. recruits highly motivated candidates and helps them evolve into experienced and knowledgeable professionals who quickly assume full responsibility to interface directly with our valued clients.

Transcript of Roundtable Hosts

Page 1: Roundtable Hosts

Roundtable Hosts

ACCOUNTING Name Lainey Bokhaut Title Manager Company Bokhaut Chartered Professional Accountant Inc. Biography In 2018 Lainey Bokhaut graduated the University of Manitoba from the

Commerce program. Lainey also achieved her CPA designation in 2021. Lainey has been with the firm since her university graduation in 2018. Lainey advises medical residents on financial management and helps them to build a foundation of financial literacy. She also works with practicing physicians, their medical corporations, and medical clinics. As a Manager, Lainey is responsible for the tax planning, tax preparation, and file management for the portfolio of clients that she is responsible for. Lainey is also involved with the daily management of the firm.

Company Overview

Bokhaut CPA Inc. provides accounting, tax, estate planning and business planning services to an exclusive base of high-net-worth clients. The firm has grown from a staff of 8 to 22 in the past 10 years. To fuel this growth, Bokhaut CPA Inc. recruits highly motivated candidates and helps them evolve into experienced and knowledgeable professionals who quickly assume full responsibility to interface directly with our valued clients. This development is done within an atmosphere supportive of career advancement and academic growth, while prioritizing maintenance of a work-life balance.

ACCOUNTING Name Tessa Ewanchuk Title Accountant Company Bokhaut Chartered Professional Accountant Inc. Biography Tessa Ewanchuk graduated from the Red River College Polytechnic Business

Administration Program with a major in accounting in the spring of 2018. Tessa began her employment with Bokhaut Chartered Professional Accountant Inc. as a Staff Accountant immediately following her graduation from Red River. Since starting at the firm in 2018, Tessa has been promoted to the position of Manager. In her capacity as Manager, Tessa is responsible for tax planning, tax preparation, and file management for numerous clients at the firm. She is also involved in the development of new projects and staff training.

Company Overview

Bokhaut CPA Inc. provides accounting, tax, estate planning and business planning services to an exclusive base of high net worth clients. The firm has grown from a staff of 8 to 22 in the past 10 years. To fuel this growth, Bokhaut CPA Inc. recruits highly motivated candidates and helps them evolve into experienced and knowledgeable professionals who quickly assume full responsibility to interface directly with our valued clients.

Page 2: Roundtable Hosts

Roundtable Hosts

This development is done within an atmosphere supportive of career advancement and academic growth, while prioritizing maintenance of a work-life balance.

ACCOUNTING Name Tim Austin Title Manager of Taxation and Finance Services Company City of Winnipeg Biography Tim graduated from Red River College Polytechnic with a Business

Administration Degree and has his CPA. As the Deputy City Assessor, he directs the day-to-day operations of the Assessment and Taxation Department and oversees the financial operation of corporate revenue streams relative to taxation, miscellaneous revenue, forecasting and budgeting. In addition, his office oversees the market value assessment process relating to the preparation of the all the assessment rolls in the City of Winnipeg.

Company Overview

The Assessment and Taxation Department is responsible for the valuation and classification of all real property, personal property and business occupancies within the City of Winnipeg for the purpose of distributing taxes fairly to the City's citizens. Our mission is to provide fair, open, understandable and defensible property valuations and classifications for the equitable distribution of taxation.

ACCOUNTING Name Jeff Gilbert Title Office of Auditor General - Manitoba Company Executive Director - Investigations & Strategic Projects Biography Jeff Gilbert has worked in the auditing field for over 15 years and is an Executive

Director with the Office of the Auditor General of Manitoba. He has conducted Value for Money, Financial Statement, and Forensic Instigative Audits. Jeff’s current focus is in the Forensic Investigations area. Prior to joining the Office of the Auditor General Jeff worked for a number of years in public practice with a national firm. He has also held numerous roles on the executive of a not-for-profit and is currently the past-President of the board. Jeff has a Master of Professional Accounting degree and obtained his Chartered Accountant designation in 2004. He further specialized by obtaining training and experience in forensic auditing. This included a Diploma in Investigative Forensic Accounting from the University of Toronto. Jeff has taught with the University of Manitoba, CPA Western School of Business, and been a guest speaker at numerous conferences and professional events. Jeff has a keen personal interest in value investing. He enjoys conducting due diligence, research, and analysis of various businesses and industries.

Page 3: Roundtable Hosts

Roundtable Hosts

Company Overview

The Auditor General examines and reports on how well the government accounts for the resources entrusted to it, and how well it manages its operations. This is achieved by conducting objective, fact-based audits, which are provided to the Legislative Assembly. Supported by a staff of more than 55 individuals, the Auditor General serves the Manitoba Legislative Assembly, and in turn all Manitobans

ACCOUNTING Name Michael Delaurier Title Partner Company Exchange Chartered Professional Accountants, LLP Biography Michael Delaurier, CPA, CA is the standards partner at the Exchange Chartered

Accountants, and has been involved in public practice accounting and auditing for more than 20 years. He is a member of the Office Practice Advisory Committee for Chartered Professional Accountants of Manitoba. He is also highly involved in the community, volunteering his time and experience as the Board Chair for the Centre for Aboriginal Human Resource Development Inc. Michael was awarded the Early Achievement award by the Institute of Chartered Accountants of Manitoba in 2013 recognizing his community service volunteer work and his commitment to the Chartered Professional Accounting industry.

Company Overview

Our firm has been involved in Public Practice, providing assurance services (Audit, review, and compilation engagements), tax services and consulting services since 1962. We have been hiring students from the 2 year Business Admin (Accounting) Red River program for a number of years, and are always looking for great candidates. The Directions conference has led to meeting several people who have been hired by our firm, several of whom have become designated CPA's. If you are interested in pursuing a CPA designation, we would be happy to meet you and to talk about our firm at this conference.

ACCOUNTING Name Ella Dizon Title Manager, Outsourcing Company BDO Canada LLP Biography Ella Dizon is a manager in the Outsourcing Department at BDO Canada LLP.

Outsourcing provides full-cycle accounting for clients to help businesses manage their financials in an efficient, cost-effective manner. Ella is a Red River College Polytechnic graduate from the Business Administration Program (CPA Stream) in 2015 and started working at BDO Canada in the same year. She has progressed quickly to a management role within the department and some of her current responsibilities include assigning files to the team, tracking and managing file budgets, and coaching team members. Ella is currently enrolled in the CPA Program.

Page 4: Roundtable Hosts

Roundtable Hosts

Company Overview

Global presence, local strength. BDO Canada has spent more than 100 years providing assurance, accounting, tax, and advisory services to a broad range of clients across the country. And as a member firm of the international BDO network, we leverage access to resources and advisors in more than 160 countries around the world. We aim to create a collaborative working environment that makes it possible for our professionals and clients to achieve their goals. We always begin at the local, individual level, delivering highly personalized guidance, industry-specific knowledge, and unparalleled service to exceed the expectations of every client, public or private, big or small. As our team and our clients’ needs expand globally, we draw on our resources around the world.

ACCOUNTING Name Kendra Mazur Title Human Capitalist Generalist Company MNP LLP Biography My name is Kendra Mazur and I'm the Human Capital Advisor for MNP

supporting the Winnipeg Region. I have been with the firm just over 5 years and operate as a generalist touching on all things Human Resources.

Company Overview

MNP is a leading national accounting, tax and business consulting firm in Canada. We proudly serve and respond to the needs of our clients in the private, public and not-for-profit sectors. Through partner-led engagements, we provide a collaborative, cost-effective approach to doing business and personalized strategies to help people and organizations succeed across the country and around the world.

ACCOUNTING Name Amanda Coad Title Manager, Investment Operations Company Canada Life Biography Amanda Coad is a CPA, CGA and a Manager in the Investment Operations

department at Canada Life. After graduating from Red River Business Administration program, she joined Canada Life as a summer student. With over 14 years of experience, Amanda has had the opportunity to work various roles with increasing responsibilities over the years. The Investment Operations team is responsible for all accounting and valuations for Canada Life segregated funds and general account assets. Her primary focus is overseeing daily/monthly/quarterly deliverables, coaching/mentoring, and leading projects.

Name Meredythe Spence

Title VP, Internal Audit Company Canada Life Biography Unavailable at time of publication

Page 5: Roundtable Hosts

Roundtable Hosts

Company Overview

Canada Life is a leading insurance, wealth management and benefits provider focused on improving the financial, physical and mental well-being of Canadians. For more than 170 years, individuals, families and business owners across Canada have trusted us to provide sound guidance and deliver on the promises we have made. At Canada Life, we are focused on improving the financial, physical and mental well-being of Canadians. Our customers across Canada trust us to provide for their financial security needs and to deliver on the promises we make.

ACCOUNTING Name Kitan Amao Title Senior Commercial Account Manager Company RBC Royal Bank Biography Kitan Amao is a Senior Commercial Account Manager at specializing in

technology and media companies. He is a result-oriented banking professional & chartered professional accountant with proven success in credit structuring & syndication, financial analysis & cash flow modeling and credit risk & portfolio management. Kitan continuously demonstrates capacity for building trusted relationships and communicating effectively, coupled with a passion of assisting clients to meet their growth ambitions. Kitan holds a Master of Business from Manchester Business School in the UK and he is married with two children.

Company Overview

RBC Royal Bank is the largest Financial Institution in Canada and one of the largest globally.

• See Logistics for Richardson International as that person is also an Accounting individual

Page 6: Roundtable Hosts

Roundtable Hosts

INFORMATION TECHNOLOGY Name Jeff Reimer Title Manager, Application Development & Support Company Johnston Group Inc. Biography My primary responsibility is to guide and empower high performing .net and

mobile development teams in an agile environment. Other responsibilities include .net developer recruitment, facilitator of our IT Architecture Team, and continuously looking for ways on how we can improve the support of our applications. I was a developer for most of my career and I had no aspirations to be a manager. However, senior management affirmed my leadership abilities and they eventually rewarded me with a promotion to manager. I am grateful for how my current position allows me to help new and experienced developers excel in their careers.

Company Overview

Johnston Group provides employee benefit solutions to companies from one employee to 10,000 or more. We are a platinum member of Canada’s Best Managed Companies, having held the Best Managed distinction every year since 2001. We call Winnipeg home and we believe strongly in giving back by contributing to our local health, arts, sports, and other community organizations. Over 30,000 Canadian businesses trust us with their employee benefit needs.

INFORMATION TECHNOLOGY Name Kevin Carbotte Title Marketing Director Company Bit Space Development Ltd. Biography As the Marketing Director at Bit Space Development, I am responsible for the

company messaging. I create our marketing and social media content, I write our press releases, and I handle company presentations.

Company Overview

Bit Space Development is a digital solution provider for medium to large businesses. We specialize in adapting cutting-edge technology, such as VR, AR, Computer Vision and Machine Learning to solve big problems for modern businesses.

INFORMATION TECHNOLOGY Name Troy McLennan Title President and CEO Company Hub International Biography Troy McLennan is the President and CEO of HUB Technology Solutions, a proud

member of the Metis Nation. Troy graduated from Red River College Polytechnic in 1988 with a diploma in Electronic Technology. Troy co-founded HUB in 1989, at the age of 21, to pursue his passion for helping people solve problems. Ever since, he has been helping businesses owners solve complex information technology to grow their business.

Page 7: Roundtable Hosts

Roundtable Hosts

Company Overview

Technology is complicated. It is hard for business owners to keep up, and that is frustrating. HUB Technology Solutions makes technology simple and stress-free.

INFORMATION TECHNOLOGY Name Rod Giesbrecht Title CEO/ Co-Founder Company Imaginet Biography Rod Giesbrecht, is founder and current CEO of Imaginet a software solution

company that has been delivering innovation and increasing productivity for customers since 1997. Rod graduated with a Bachelor of Science in Electrical Engineering with Distinction from the University of Manitoba and a Computer Technology graduate from Red River College Polytechnic.

Company Overview

Imaginet has successfully completed over 3200 customer engagements ranging from small startups to multi-million dollar, multi-year projects for some of the largest corporations in the world. This is evidence of the culture that Imaginet has cultivated to attract highly skilled, experienced individuals. Imaginet has garnered national recognition as the #1 Best Employer in Canada in the Small and Medium Business category and internationally as the first ever recipient of the Microsoft Partner of the Year in DevOps celebrating excellence in the process of software development.

INFORMATION TECHNOLOGY Name Ashleigh Lodge Title Application Development Manager Company Neovation Learning Solutions Biography CA/P RRC grad '04. @ Neovation since 2012 & worked as developer,

developing lead & current role, overseeing development, QA & UX. Day-to-day management, business analysis, setting priorities, mentoring, documentation.

Company Overview

eLearning company w/ 2 SaaS products (SmarterU & OttoLearn) + content development services. Neovation.com

Page 8: Roundtable Hosts

Roundtable Hosts

INFORMATION TECHNOLOGY Name Jacquelyn Romans Title Vice President of Relationship Management for RBC Company RBC Royal Bank

Biography Jackie Romans has been with RBC for 15 yrs. working in many areas of the bank such as Personal Banking, Business Markets and Commercial Markets. With a little over the last 3 yrs. has been a strategic advisor for technology and innovation companies and recently transitioned to be a strategic advisor to companies across Manitoba & Saskatchewan with the launch of RBC, a full-service platform to accelerate the entrepreneurial journey at every stage of growth providing access to capital solutions, innovative products and services, and operational expertise to help technology companies scale. RBC supports entrepreneurs from startup to scale up who are disrupting business models, industries and sectors.

Company Overview

Royal Bank of Canada is one of the top 5 commercial banks of Canada. We deal with personal and business banking along with investments, credits and loan products.

INFORMATION TECHNOLOGY Name Dustin Green Title Manager, Application Development Company Richardson International Biography I started with Richardson as a RRC co-op student in 2014. I now manage a

group of developers and work at recruitment, career growth as well as improving our methodology and workflows.

Company Overview

Richardson has a rich history in Canadian agriculture, successfully serving growers and international customers for over 160 years. Richardson International is Canada’s largest agribusiness and is recognized as a global leader in agriculture and food processing. Based in Winnipeg, Richardson is a worldwide handler and merchandiser of all major Canadian-grown grains and oilseeds and a vertically integrated processor and manufacturer of oats and canola-based products. One of Canada’s Best Managed Companies, we have over 2,900 employees across Canada, the U.S. and the U.K.

Page 9: Roundtable Hosts

Roundtable Hosts

INFORMATION TECHNOLOGY Name Stevin Truijen Title Senior IT Manager Company Aspen Lane Technology

Biography I have had a wide range of experience in the IT field and have seen deployments go well and some go very poorly. My primary areas of responsibility currently include being an escalation point to solve any technological issue that may arise, managing staff workloads, dealing with customer relations, and growing the client base.

Company Overview

We are a managed IT service company that provides elite level IT support to small and medium business in the southeastern part of Manitoba.

INFORMATION TECHNOLOGY Name Kerry Augustine Title SR IT Project Manager, Information Services Company North West Company Biography A visionary and goal-oriented information technology (IT) services leader and

with proven expertise in aligning management strategies to organizational goals. Demonstrated experience in planning, developing, and implementing comprehensive system solutions to address business needs. Expertise has been developed in the areas of strategic planning, application management services, IT security management, information resources management, workforce development, human resources management, business process and organizational change management. Industry experience gained in a number of sectors including public sector; financial services; information and communications technologies; retail, sales and marketing; and education. This broad-based IT skill set is enhanced by strong communications and interpersonal skills; a practical and realistic approach to development of business solutions; and emphasis on cost control in response to the necessities of global competition. Professional style features teamwork, a focus on customer service, quality assurance, and supports a results-driven, focused and decisive business approach.

Company Overview

We are a very unique retailer and provide essential grocery services to underserved communities in remote Northern Canada. Our Head Office and world class Training Facility are located in Winnipeg.

Page 10: Roundtable Hosts

Roundtable Hosts

INFORMATION TECHNOLOGY Name Sean Ennis Title Information Systems Project Leader Company City of Winnipeg Biography I lead a team of information systems specialists in development and

maintenance projects for information systems of various sizes. This can involve everything from commercial off the shelf solutions, to custom development with internal staff or external contractors. My primary role is leadership; however, I still do get to work with the technology a more fundamental level. I've been working in the industry since 1995, and I've come from a systems and software development background. My education includes both a computer science university degree and project management diploma from RRC.

Company Overview

The Public Works Department is responsible for the delivery of municipal public works services related to the planning, development and maintenance of roadway and bridge systems, and the maintenance of parks and open spaces. The department has between about 800 and 1600 employees at any given point in time, depending on seasonal demands. The Innovation and Technology division supports the department’s other divisions in their work by helping to assess their needs, and to help select and customize the appropriate systems and technology to meet those needs. This can include internal and third-party systems and solutions.

INFORMATION TECHNOLOGY Name Marceli Walczak Title Manager of Data & Applications Company City of Winnipeg Biography Experienced Information Solutions Manager with a history of working in the

government administration industry. Company Overview

City of Winnipeg

Page 11: Roundtable Hosts

Roundtable Hosts

INFORMATION TECHNOLOGY Name Judith Vicente

Title System Developer functioning as a Business Analyst Company Manitoba Hydro Biography 2004 RRC CAP graduate with 16 years working with Manitoba Hydro. I

joined the company as an IT Rotational then moved on to a position as a System Developer. I've been a System Developer in 2 different groups that provide support for different business areas of the corporation. For the last 5 years, I've been functioning as a Business Analyst in yet another business area. I have experience supporting legacy systems and their technologies as well as running small projects, performing BA and QA tasks and managing a team of testers on a major project.

Company Overview

Manitoba Hydro is a provincial Crown Corporation and one of the largest integrated electricity and natural gas distribution utilities in Canada. We are a leader in providing renewable energy and clean-burning natural gas. We also trade electricity within four wholesale markets in the Midwestern United States and Canada. We serve 600,991 electric customers, and 290,502 natural gas customers.

INFORMATION TECHNOLOGY Name Gavin Hay Title President & CTO Company Dispatch Integration

Biography I am the co-founder, president and CTO of Dispatch Integration. I am responsible for business strategy with technology and product partners. I participate in the budgeting and execution for the allocation of resources to execute our business strategy. I am also responsible for the curation and selection of key business partnerships and determining how to best position the organization for success with those partnerships. As CTO I am also responsible for the recruitment of key staff in supporting our technology mission and identifying skills gaps that are required for the company. I also participate in customer business development and shepherd project architecture with key customers and our most complex projects.

Company Overview

Dispatch Integration is a boutique professional services organization that delivers the best professional service delivery in the iPaaS (Integration Platform as a Service) market space across North America. We have a special affinity for HR and have super powers with the Workday platform

Page 12: Roundtable Hosts

Roundtable Hosts

INFORMATION TECHNOLOGY Name Chris Gaulin Title Entrepreneur Company Fastoche Biography Chris is a seasoned entrepreneur based in Winnipeg. For over 20 years, he

has deployed web hosting infrastructures, countless custom web applications, as well as voice-over-IP solutions. He owns and operates a wireless Internet service provider, which offers high-speed Internet access to rural communities in Manitoba.

Company Overview

We are a family owned and operated business – run by a team of passionate entrepreneurs committed to Canadian success – for rural communities and cities alike, for those with special needs, and most importantly, for children. We developed Fastoche for ECE professionals we've worked with for over 30 years. They said they needed a better system to run their centres so they could spend more time doing what they love – educating young children. Fastoche is a Canadian, bilingual, child care software solution used at childcare centres from coast to coast! Fastoche will not only make the organizational side of childcare more efficient, it will save you countless hours on everything from attendance, medication reminders, daily journals, communication with parents, reporting, subsidies, billing, and more. Ask for a free trial.

INFORMATION TECHNOLOGY Name Amanda Deighton Title Project Manager Company Canadian Tire Corporation Biography Not available at time of publishing Company Overview

Canadian Tire Corporation Limited is a Canadian retail company which operates in the automotive, hardware, sports, leisure and housewares sectors. Its Canadian operations include: Canadian Tire, Mark's, FGL Sports, PartSource, and the Canadian operations of Party City.

INFORMATION TECHNOLOGY Name Neil Gupta Title Development Manager Company Birchwood Automotive Group Biography I'm an IT professional with 20+ years of experience, having graduated from

the U of M with a Bachelors of Computer Science in 2001. I have programmed in many languages including C++, C#, VB.NET. More recently, I moved into managing 2 separate software teams here. I help to ensure project deliverables are met and am responsible for project planning of new releases to various software systems we manage.

Page 13: Roundtable Hosts

Roundtable Hosts

Company Overview

TSI Innovations is the IT software branch of Birchwood. The team is currentl15 members strong, and we are responsible for maintaining Birchwood's systems which are in a 24/7 environment. We build software solutions that are critical to Birchwood's ongoing success including management of dealership websites, all the way to using software to complete the purchase of a vehicle.

INFORMATION TECHNOLOGY Name Randima Hettiarachchi Title Machine Learning and Data Science Company Laiv.ly Name Hoora Rezaei Moghaddam Title Machine Learning and Data Science Company Laiv.ly

Company Overview

We equip friendly humans with intelligent automations to create the best customer experiences on the planet. Powered by advanced AI, Machine Learning, and Digital Automation, Laivly streamlines workflows, guides agents to outcomes, and provides them with the toolkit to reach resolutions at warp speed—all while maintaining the empathy that keeps your customers smiling. The future is Laivly.

INFORMATION TECHNOLOGY Name Shannon Richard Title Software Development Company Laiv.ly Company Overview

We equip friendly humans with intelligent automations to create the best customer experiences on the planet. Powered by advanced AI, Machine Learning, and Digital Automation, Laivly streamlines workflows, guides agents to outcomes, and provides them with the toolkit to reach resolutions at warp speed—all while maintaining the empathy that keeps your customers smiling. The future is Laivly.

INFORMATION TECHNOLOGY Name Thyago Furtado Title User Experience & User Interface Design Company Laiv.ly Name Ezekiel Obtera Title User Experience & User Interface Design Company Laiv.ly

Page 14: Roundtable Hosts

Roundtable Hosts

Company Overview

We equip friendly humans with intelligent automations to create the best customer experiences on the planet. Powered by advanced AI, Machine Learning, and Digital Automation, Laivly streamlines workflows, guides agents to outcomes, and provides them with the toolkit to reach resolutions at warp speed—all while maintaining the empathy that keeps your customers smiling. The future is Laivly.

INFORMATION TECHNOLOGY Name Kevin Hnatiuk Title Senior Director of Product, Research & Development Company Laiv.ly Biography Focus on Product Management and the linkage between business, tech, and

the user experience across a global organization of 15,000+ employees. Responsible for building team of Product Managers, Analytics, and User Experience experts working on core Products that impact over 75+ multinational brands.

Company Overview

We equip friendly humans with intelligent automations to create the best customer experiences on the planet. Powered by advanced AI, Machine Learning, and Digital Automation, Laivly streamlines workflows, guides agents to outcomes, and provides them with the toolkit to reach resolutions at warp speed—all while maintaining the empathy that keeps your customers smiling. The future is Laivly

Page 15: Roundtable Hosts

Roundtable Hosts

SALES Name Zachary Isfjord Title Commercial Sales Representative Company Western Financial Group Insurance Solutions Biography I'm from the small town of Clandeboye, Manitoba. I went to the Lord Selkirk

Regional Comprehensive Secondary School (The Comp) for high school then got directly into Asper where I spent 5 years studying commerce and majoring in Finance & Marketing. I spent 2 years on the student council and was heavily involved in putting on various student events. I have now been at Western Financial Group for just over 2 years and I perform the role of Commercial Sales Representative; this role involves selling commercial insurance policies in a variety of different industries. My daily responsibilities involve: - Creating relationships with Canadian business owners to provide them with a tailored insurance solution that reflects their needs - Packaging and presenting these solutions to business owners in a matter that is not only informative but also engaging - Prospecting potential clients, communicating with business owners in order to understand their business & build a relationship with them, making detailed notes about the process of the sale on CRM system, following up proactively with current clients to ensure satisfaction

Company Overview

Western Financial Group Insurance Solutions (WFGIS) has been a leader in the Canadian insurance market for over 40 years. Our experts pride themselves in serving an alternative to traditional business insurance and employee benefits (health and dental coverages etc.). A division of Western Financial Group, WFGIS is headquartered in Winnipeg, Manitoba with an office in Laval, Quebec. At 160 employees, we, as your go-to experts, are just a call away from providing you the right security.

A full-service business insurance and employee benefits insurance provider with a unique twist, we provide optimized coverages that fit your business and manage risk. We utilize partial self-insurance and pooling — an effective solution different from services offered by traditional brokers.

Page 16: Roundtable Hosts

Roundtable Hosts

SALES Name Kristen Friess Title Recruitment Services Advisor Company Birchwood Automotive Group Biography As a Recruitment Advisor at Birchwood Automotive Group Kristen is

responsible for full cycle recruitment of all sales and customer service positions. Kristen holds a Bachelor of Business Administration degree, Human Resource Diploma, and Certificate in Management from the University of Winnipeg, and is a CPHR candidate. With over 13 years in the hospitality industry Kristen knew pursuing a career in HR would be a natural fit. With a passion for people, Kristen thrives on getting people excited about opportunities that can change their lives for the better.

Company Overview

Birchwood is Manitoba’s largest automotive retailer network. Our 23 franchises include two state-of-the-art collision repair centres and four Birchwood Credit Solutions locations, and offer sales, services, and parts to meet our customers’ automotive needs. We’re a recognized leader in the retail automotive industry, not only for our diverse workforce reflecting our community, but also our unparalleled commitment to team members, customers, partners, and neighbourhoods. At Birchwood, our days begin and end with gratitude, personal leadership, trust, respect, continuous improvement and generosity.

Page 17: Roundtable Hosts

Roundtable Hosts

SALES Name Jessica Willis Title Senior Recruitment Consultant Company Summit Search Group

Biography Jessica is an Executive and Professional Recruitment Consultant, working with top employers to recruit the ultimate talent and fit for their organizations for mid-senior level professionals in Manitoba and Saskatchewan. Her natural ability to build relationships, and understand organizations has led her to be very successful in collaborating with clients, coaching professionals, aligning and matching interests, and learning within what environments people thrive. Prior to her career as a Recruitment Consultant, Jessica was a proactive and collaborative leader, who built high performing sales and marketing teams. Jessica brings a high-energy disposition, combined with a proven 15-year track record specializing in sales strategy, brand and marketing, sales training, professional development and business development. While she has extensive experience in the finance and insurance, construction and engineering, and tech industries, she recruits professionals and executives in all industries. Along with her post-secondary Business degree, Jessica has also achieved the professional designation of Certified Talent Management Professional (CTMP).

Company Overview

Summit Search Group is a leading national professional recruitment firm committed to helping great employers hire smart, motivated people to advance both the bottom line and individual career goals. SSG fosters a collaborative culture that drives positive business results. The work ethic at Summit can be summed up in one word: tenacious. We sort, sift and dig through our professional networks, our industry connections and our customized database of qualified candidates with a single purpose: to find the best candidates for our clients. Over nearly two decades, we have developed a process that relies on: open and frequent dialogue with clients and candidates; the latest technology; deep industry knowledge in all of our practice areas; extensive market research; our network of nationwide recruiting experts. We are constantly refining our processes to meet and exceed expectations. This gives us a competitive edge that sets us apart from the rest, and we have earned the role of the trusted partner from our clients.

Page 18: Roundtable Hosts

Roundtable Hosts

SALES Name Aynsley Read Title Owner/Sales Manager Company The Partner Company Biography Aynsley is a CPSA certified Sales Professional with experience in North

American markets across a wide range of industries. After gaining sales specific education and experience in university and college, Aynsley was fortunate enough to pursue a career as a Sales Representative at a sales agency representing lines in the promotional products and golf industry. She was then presented with an opportunity as a National Category Manager representing lines in the outdoor retail industry. Through these experiences, she had the privilege of working with some of North America's largest and most recognizable brands and retailers. After starting a family, it was time to further expand her skills and experience and she accepted the role as Education and Sales Manager for a small business in the aesthetics industry. It was during her time in this position that Aynsley discovered clarity around why she'd been successful in her previous sales roles. This also reignited the passion she has for business to business sales and seeing others succeed. The Partner Company is a product of this understanding.

Company Overview

The Partner Co. is dedicated to changing the narrative around what it takes to be successful in sales. Through our personalized consulting packages, work alongside you to develop an integrated plan to achieve success in your sales-based business. The TPC Monthly Membership package provides one-on-one communication and is ideal for businesses of all sizes that are ready to grow, are in need of sales management, and/or may not be in a position to bring on additional permanent staff. The membership will allow clients to clearly define their goals and create a detailed plan to achieve them. TPC will sit in the passenger seat to assist you in navigating the roadmap to success.

Page 19: Roundtable Hosts

Roundtable Hosts

SALES Name Chitsimran Kaur Title Banking Advisor Company RBC Royal Bank Biography I am a recent graduate from RRC. I majored in financial services and work

with Royal Bank of Canada as a Banking Advisor. I sell personal deposit services and make referral arrangements regarding the sale of investments, credit and loan products. I ensure that everyday banking clients get the best advice for their banking inquiries and concerns.

Company Overview

Royal Bank of Canada is one of the top 5 commercial banks of Canada. We deal with personal and business banking along with investments, credits and loan products.

SALES Name Erik Beleyowski Title Territory Sales Manager Company Big Rock Brewery Biography I graduated from Red River in 2016 with a Business Admin Diploma and from

the U of W in 2019 with a BBA Majoring in Marketing. I got a job with Labatt as a summer intern right out of U of W and received three internal promotions over two years with the company. About a month ago I was head hunted by Big Rock Brewery to help re-establish their presence in market. With Big Rock I sell their portfolio into all of the Liquor Marts, beer vendors, and restaurants in Manitoba; pitch new products to the MBLL to bring into MB; manage logistics for products coming into the province; and create route to market strategies for new products coming to market.

Company Overview

Big Rock Brewery is a craft macro-brewery out of Alberta. Big Rock is the original Canadian craft brewery and has been around since 1985. They own other smaller breweries such as Tree Brewing and Hop Head which are out of BC, as well as Rock Creek Cider from AB. Big Rock also has a contract with Georgian Bay to distribute their RTD beverages and spirits across Canada. They have also purchased a new brand called White Peaks which makes unsweetened hard iced tea.

Page 20: Roundtable Hosts

Roundtable Hosts

SALES Name Montana Fortier Title Account Executive Company Gryd Digital Media Biography Montana Fortier is a proud graduate of the Red River College Business

Administration program. Pre-grad, Montana found employment through the RRC Directions Business conference at a local insurance startup. Having worked there for two years, she felt the need to expand her skills and venture into a sector of interest. At Gryd, Montana's role as Account Executive allows her to invest her time into the things she enjoys most - people and technology. Every day is different and contains a mix of educating her existing client base on the newest media and marketing tools, providing customized solutions through a wide range of Gryd's offerings while retaining client relationships and recruiting new ones, too!

Company Overview

Gryd is a Canadian born startup committed to driving property tech forward. Our suite of services for the property management industry are segmented into 3 divisions: GrydPark, GrydDigital, and GrydRent. GrydDigital provides media and marketing solutions to REITs, property managers, and owners across the country. Our network spans across Canada, giving us the ability to handle any volume of national portfolio. Acting as an extension of our clients’ marketing department, we assist in filling listings faster with more qualified tenants using cutting-edge media technology like virtual reality, 3D tours, photo and 3D virtual staging, and pre-build renders.

Page 21: Roundtable Hosts

Roundtable Hosts

MARKETING Name Dean Beleyowski Title Director of Marketing Company Assiniboine Credit Union Biography Accountable for brand, marketing, analytics, research, and community

relations in a multi-brand, multi-stakeholder environment. Improved member experience by developing and launching new ACU and Outlook Financial websites. Launched the integrated communication program that prepared ACU members for digital banking transition and onboarded almost all digital members in one month. Directed the creation of the ACU Wealth Management strategy that led to the best year ever for ACU Wealth Management Transformed marketing from creative communications to data based strategic marketing; email open rates continually outperform industry standards and SEO work is continuing to improve search positioning Led the development of the marketing campaigns that helped increase appointments by more than 40% year over year Won Canadian Credit Union Awards for the following: * Achievement in Marketing Excellence for Best Annual Report (2019) * Achievement in Marketing for Content Marketing (2019) * Achievement in Marketing for New Product Launch (2019) * Achievement in Marketing Excellence for Television (2018) * Achievement in Marketing for Brand & Brand Building (2018)

Company Overview

ACU is a financial co-operative with over $5 billion in assets. We offer a full suite of personal and commercial banking products and services, and a team of financial and wealth advisors to help our members succeed. We have fourteen branch locations in Winnipeg, two northern branches in Thompson and Gillam, and we’re owned collectively by over 125,000 Manitobans who use our services today. Money doing more is the guiding statement that represents the way we do business, and conveys our ongoing commitment to the economic, social and environmental health of our communities. Over the last 75 years, we have helped our member-owners achieve their dreams, and we’d like to help you achieve yours.

Page 22: Roundtable Hosts

Roundtable Hosts

MARKETING Name Curtis Chubey Title Marketing Service Representative Company Federated Insurance Biography I am a 2009 Red River College Polytechnic Graduate in Business

Administration. I have been working at Federated Insurance since graduation. I started in sales and have recently been promoted to District Sales Manager where I will oversee sales staff in Manitoba and Saskatchewan. I am responsible for meeting production goals and retention of existing clients. The role involves daily communication with the sales team members and corporate.

Company Overview

Federated Insurance is a direct writer of property & casualty insurance in Canada and is 100% Canadian owned. We are a part of the Fairfax group of companies. We offer custom tailored insurance policies, along with group benefits and life insurance to meet personal needs of our clients.

MARKETING Name Dean Douglas Title Marketing Communications Coordinator/Founder Company Douglas Marketing Biography 2012 Marketing Grad, worked in the nonprofit and for profit sectors.

Managed teams of up to 15, annual marketing budgets up to $900K, won social media awards, and started up Douglas Marketing in 2020 amidst the pandemic and grew my marketing projects by 900% in 7 months.

Company Overview

Douglas Marketing is a boutique marketing agency specializing in simplified marketing that focuses its effort to maximize each organization's impact. We provide complimentary marketing audits to determine where the greatest growth opportunities are and then develop a strategic plan with measurable deliverables. This innovative approach supports companies by focusing their marketing efforts where it matters most. In addition, we offer a la carte marketing services including websites, social media support, brand storytelling, and more based on request.

Page 23: Roundtable Hosts

Roundtable Hosts

MARKETING Name Stephany Opyc Title Marketing Coordinator Company Turkey Marketing Board / Granny's Poultry Biography My name is Stephany Opyc and I am an honour graduate of the Business

Administration Program at Red River College. I graduated through the marketing stream in 2019 and I am now the Marketing Coordinator for Manitoba Turkey Producers (MTP). MTP is a non-profit organization that represents Manitoba’s 51 farm families. My role at MTP is to plan, execute and evaluate all marketing initiatives. Some of the promotions that are planned at MTP include tradeshows, television, print, radio, social media, blogging, market research and email marketing. I am proud to say that within a week after graduating, I jumped straight into the marketing industry and began applying what I have learned in the classroom. For the 2021 Directions Roundtable, I look forward to sharing my journey starting from day one at Red River College, which provided me with a jump start into my marketing career, as well as how I got to where I am now at MTP. Over these past four years, I have picked up some tips and tricks along the way that helped me advance my career and I look forward to sharing them with you on November 4th, 2021!

Company Overview

Manitoba Turkey Producers (MTP) is a non-profit organization that represents 51 farm families in the province of Manitoba. Our mission is to ensure the growth of the Manitoba turkey industry and our vision is to cooperatively and efficiently produce and supply the highest quality turkey meat for Manitoba, Canada and globally.

MARKETING Name Ginger Arnold Title Faculty - Social Innovation/Community Development Programs Company RRC Polytech Biography Not available at time of Publishing Company Overview

Red River College Polytechnic (RRC Polytech) is Manitoba’s largest institute of applied learning and research, with more than 200 full- and part-time degree, diploma and certificate options. Through hands-on and online learning opportunities and state-of-the-art instruction, we prepare our students to become leaders in their fields — while also ensuring they can meet changing industry demands, and contribute to the province’s economic growth.

Page 24: Roundtable Hosts

Roundtable Hosts

MARKETING Name Daniel Kosinski Title Marketing and Sales Coordinator Company Contempra Steel Builders

Biography Daniel is a Marketing and Sales business professional and Red River College Polytech alumni. He is currently employed as the Marketing and Sales Coordinator at Contempora Steel Builders, a locally owned and operated construction company in design build project delivery. Daniel has also applied his educational background to provide marketing consultation and digital advertising services to small and medium sized businesses within Manitoba. Additionally, Daniel is on the board of directors of two local organizations, acting as the President of the Polish Folk Dance Ensemble S.P.K. Iskry and the member at large of the Polish Combatants Association.

Company Overview

For over 40 years Contempora Steel Builders continuously strives to be Manitoba’s leading full-service design to build construction management specialists. Through in-house design, engineering, project management and construction we are able to customize our services to each clients’ needs. Additionally, our team has vast experience designing and building structures utilizing pre-engineered steel systems, which ensures that every project is built in the most efficient and cost-effective manner possible.

MARKETING Name Morgan Carey Title Account Executive Company Think Shift Biography Morgan holds a Bachelor of Commerce Degree with a double major in

Marketing and Management Information Systems from The Asper School of Business. She worked in marketing and sales management roles prior to joining Think Shift, and was quickly thrown into the world of agriculture when she joined the team. Morgan started with Verdesian Life Sciences, learning the ins and outs of crop nutrition and her ag experience has expanded quickly into animal health and nutrition, working with Elanco Animal Health and Dairy West. Through these clients, Morgan has visited a number of dairy and beef operations and has gained a lot of respect and interest in this arm of the ag industry.

Morgan also works in food consumption marketing with Peak of the Market, helping Winnipeg's "Potahto Week" flourish over the years. Morgan's strong organizational, research, budgeting and project management skills all come into play during her day-to-day, but her true passion lies in developing marketing strategies for all of her clients.

Name Harley Hudon Title Account Coordinator

Page 25: Roundtable Hosts

Roundtable Hosts

Company Think Shift Biography Harley joins Think Shift with a diverse background in Marketing and

Communications. Harley studied at Wilfrid Laurier University where he received a BA in Journalism along with a major in Public Relations and Marketing Communications.

Before joining Think Shift, he managed a marketing department for a company that manufactures adaptive bicycles for children with special needs. Helping people explore new things and bringing joy to their lives is one of Harley’s passions. Outside of work, you can find him exercising while blasting the Arkells and cheering on his beloved Los Angeles Chargers.

Company Overview

We believe culture drives brand. Brand is the outsider's view of your company – a collection of thoughts and feelings that your customers develop through the interactions they have with your people, products, services or digital platforms. Culture is the insider's view of your company – the way employees think, act and feel inside the company. In a world of increasing transparency, the brand you present externally must align with the cultural reality you live internally.

MARKETING Name Kevin Toney Title Owner Company The Marketing Coach

Biography My goal is to prevent small business owners, entrepreneurs, and sales professionals from becoming VICTIMS of ineffective, money-wasting marketing. To be the first person people contact when they're ready to plan and implement their marketing. I also offer "DONE FOR YOU" services so I can coach you and help you with all your IMPLEMENTATION. Website Development, Email Marketing, Text Message (SMS) Marketing, Video Marketing, Loyalty/Rewards Programs (APP) Social Media Marketing. Think of me as a conductor of an orchestra, I help businesses get their marketing instruments in tune so they can play together, resulting in sweet music. (Business Growth and Profits!)

Company Profile

As a Small Business owner, you want to develop a profitable, loyal customer base. However, if you’re like most small business owners you probably pay little attention to a critical success factor: Marketing. You know marketing is important to achieving your full potential, but you may not have the skills, expertise or time to do an effective job marketing your products or services on your own. Hiring a marketing firm or a full-time person to develop, implement, and track your marketing is usually not an option because of the extra costs involved.

Page 26: Roundtable Hosts

Roundtable Hosts

You try to market your products or services on your own, but you never seem to have the time to focus on developing effective marketing strategies. As a result, your marketing is inconsistent and haphazard. And too often your efforts are not rewarded with increasing sales. Marketing is the key to attracting new customers or clients, increasing repeat business, and getting a steady flow of referrals. Your long-term success and growth will depend heavily on how effective of a marketer you become. If you’re like most Small Business owners, you’re probably experiencing these marketing and advertising challenges. You want to increase your sales and grow your business, but you have a limited marketing budget. When you do spend money on marketing the results are usually disappointing.

MARKETING Name Danielle Ross Title Marketing Specialist Company AGI Biography As a grad of the Business Admin program, Danielle sat exactly where you are

just a few short years ago. After graduation, she began working for a small Winnipeg-based company and treated her role like a paid internship - learning from everyone around her. Tapping into the power of social media, Danielle was able to carve out her own marketing role and built her position to her strengths. Now a member of the AGI team, she works to bring product launches, tradeshows, digital advertising, and social media to life as part of an integrated marketing plan. She works closely with product developers, engineers, customer service professionals, leadership, and many others to build content for her brands. Her role focuses on the divisions of AGI dedicated to farms and has recently finished a Western Canadian Photoshoot to highlight her brands and the people who use them every day.

Company Profile

At AGI, we build the world’s food infrastructure. AGI is a global leader in the planning, engineering, and manufacturing of full equipment solutions and systems across 5 platforms: Grain, Fertilizer, Food, Feed, and Seed. We partner with our customers on 6 continents to leverage the AGI advantage and engineer unique market-specific systems. These systems are delivered for farm and commercial applications and include: Storage, Handling, Structural, Processing, and Controls all based on, and brought together, with Engineering and Project Management.

Page 27: Roundtable Hosts

Roundtable Hosts

MARKETING Name Kyle Romaniuk Title President Company Vantage Studios Biography Kyle’s creative background paired with a firm belief in systems and process

provides the ability to support continuous innovation while building scalable and repeatable success. In 1995, Kyle launched his first marketing and communications firm in Manitoba. He brings over 25 years of multi-disciplinary experience partnering with clients in many industries spanning B2B and B2C product companies, service companies, and charities. Most of his focus is committed to aligning clients’ sales and marketing strategies. He also leads brand and strategic workshops to help clients reframe their story and positioning. Under Kyle’s leadership, Vantage Studios has become involved in many diversified strategies that align with their clients’ need for marketing to attract, nurture, engage, and grow their respective customer base. This has opened up many collaborations with other companies such as a pop-up shop to support local charities, Culture Card to battle against discrimination, and most recently Bizzz.ca to promote local businesses.

Company Profile

There is a pressure to fight for your space in this world. At Vantage, we focus on connecting with those who need your brand in their lives. Those who will clear a space in their world that only you can fit into. Our Greater- Than approach is a commitment to being greater than you were yesterday. This desire to grow and improve fuels work that continually surprises, engages, and motivates its audience. Services: - VantagePoint Workshops - Social Media - Online Marketing - Digital - Branding

Page 28: Roundtable Hosts

Roundtable Hosts

NOT-FOR-PROFIT Name Angela McCaughan Title Executive Director Company Sscope Inc. Biography As the Executive Director, I make sure that all aspects of Sscope are running

smoothly. My tasks involve overlooking all the programming and communications, making sure all the residents and employees have their needs met and that rules and protocols are being met.

Company Profile

Sscope Inc. is a nonprofit organization that aims to help individuals that are living with mental health issues as well as those who have no place to call home. Sscope transitioned into long-term supportive housing as of Sept 1 2021, and can accommodate 46 residents. All residents get access to laundry, accessible showers, 3 meals a day as well as programming.

NOT-FOR-PROFIT Name Saleha Komal Title Communications Specialist Company Sscope Inc. Biography I am pursuing an honours degree in Political Science at the University of

Manitoba, planning to graduate by May 2022. I have been working at Sscope Inc. as their communications specialist since June 2021. My role entails overlooking majority of the communications that occur internally and externally, helping the Executive Director with her duties, as well as applying for grants and forming connections with different individuals and organizations.

Company Overview

Sscope Inc. is a nonprofit organization that aims to help individuals that are living with mental health issues as well as those who have no place to call home. Sscope transitioned into long-term supportive housing as of Sept 1 2021, and can accommodate 46 residents. All residents get access to laundry, accessible showers, 3 meals a day as well as programming.

Page 29: Roundtable Hosts

Roundtable Hosts

NOT-FOR-PROFIT Name Mary Beth Taylor Title The Winnipeg Foundation Company Director of Donor Engagement Biography Mary Beth Taylor, CFRE currently is the Director of Donor Engagement at

The Winnipeg Foundation, Canada's oldest community Foundation. With close to 30 years of experience in the charitable sector, she has held senior leadership positions at WWF- Canada, the Sunnybrook & Women’s Foundation and has worked at the University of Manitoba, McMaster University, and University of Toronto. Most recently, she was Founder, President and Chief Strategist of The Creaddo Group. She was named Outstanding Professional Fundraiser in 2016 by the Association of Fundraising Professionals (AFP) Manitoba Chapter and was named one of Manitoba's most fascinating people in 2016. An active community volunteer, she serves on the Board of CancerCare Manitoba and is a member of her son’s elementary school’s parents’ advisory group. She is a graduate of the University of Manitoba and Cornell University (Change Management).

Company Overview

THE WINNIPEG FOUNDATION IS FOR GOOD. FOREVER. We help people give back to our shared community by connecting generous donors with causes they care about For Good. We are an endowment-based public foundation, so gifts are pooled and invested, and the annual earnings are granted back to the community Forever. Formed in 1921, we are proud to be the first community foundation in Canada. This planning period therefore marks a significant milestone not only for The Foundation, but also for the Canadian Community Foundation Movement as we will be celebrating our 100th anniversary in 2021. We strive to be a catalyst for strengthening community well-being, now and for future generations, by promoting philanthropy, supporting diverse charitable organizations, and leading in partnership with our community. Our vision is A Winnipeg where community life flourishes for all.

NOT-FOR-PROFIT Name Shari Mann Title Sr. Commercial Account Manager Company RBC Royal Bank Biography I have been with RBC in a variety of roles for 23 years with the last 10

focusing on business banking relationships. Today I specialize in the not for profit sector providing clients advice on banking, financing, digital capabilities and cash management solutions.

Company Overview

RBC is one of North America's leading diversified financial services companies, and provide personal and commercial banking, wealth management, insurance, investor services and capital markets products and services on a global basis.

Page 30: Roundtable Hosts

Roundtable Hosts

NOT-FOR-PROFIT Name Mike Tutthill Title RRC- Social Innovation and Community Development Program Company RRC Polytech Biography Mike has worked in the non-profit sector for over twenty years. He has worked

in community and organizational planning, education, development, and evaluation in urban, rural, First Nations, Metis, and international settings. He has experience in sexual and reproductive health, chronic disease prevention, and harm reduction. Most recently he was Executive Director of Rainbow Resource Centre and Founding Executive Director of The Enchant Network. He is currently an Instructor of Social Innovation and Community Development in the School of Indigenous Education at Red River College. Mike has a BA with a major in International Development Studies; completed his Masters of Adult Education research on community learning; and holds a certificate in Community-driven Health Impact Assessment.

Company Profile

The School of Indigenous Education's Social Innovation and Community Development program is designed for those aspiring to effect change in urban, rural, local, or global settings. The program focuses on the social, political, cultural, and economic factors that contribute to the urban, rural, local, and global development of Indigenous peoples. Participants gain a deeper understanding of community development and economic reconciliation as observed through Indigenous perspectives.

NOT-FOR-PROFIT Name Johanna Haines Title Business Enterprise Manager Company New Directions Biography Not available at time of publishing

Company Overview

New Directions for Children, Youth, Adults and Families Inc. is a nonprofit community-based organization that provides a diverse range of supports to individuals in a variety of settings. The range of services and supports we provide include day services to 24/7 staff residential settings, independent living where staff provide assistance only in identified targeted areas, supportive housing, cultural and education services, therapy, clinical and counselling services, and professional training.

Page 31: Roundtable Hosts

Roundtable Hosts

NOT-FOR-PROFIT Name Carinna D'Abramo Rosales Title Co-Executive Director Company SEED Winnipeg Biography Carinna is currently Co Executive Director at SEED Winnipeg Inc. She has

played a lead role in developing the Business Enterprise Support and Training (BEST) program and has worked with various community partners to customize the program for specific audiences such as youth, newcomer and Indigenous entrepreneurs. She was also involved in the design and development of Recognition Counts, a micro loan program for skilled immigrants seeking qualification recognition in Canada. Carinna’s work at SEED has allowed her to focus on both program and enterprise development for low income individuals, groups, neighborhoods and projects with both a poverty reduction and job creation lens. She was part of the Manitoba Social Enterprise Strategy and is a current member of the Manitoba Cooperative Association Board of Directors. Carinna has focused on the development of local social enterprise endeavours in Winnipeg and examined the Manitoba context of social finance via policy study and participation with local and national practitioner groups. Carinna’s background includes years of family business management in the hospitality sector, a Bachelor of Arts from the University of Manitoba, an Advanced Diploma in International Business, and a Certificate in Mediation Services with a focus on Organizational Leadership. She also recently graduated from the Women’s Leadership Certificate program at the Coady Institute of Development at St. Francis Xavier University in Nova Scotia.

Company Overview

SEED Winnipeg Inc. is a non-profit agency that works to reduce poverty and help renew Winnipeg’s inner city. We do this by helping people start small businesses and save money for future goals through asset building programs. SEED envisions a world where opportunities exist for all people and communities to realize their hopes. Our mission is to build strong communities and increase opportunities for people through financial empowerment programs and services.

Page 32: Roundtable Hosts

Roundtable Hosts

NOT-FOR-PROFIT

Name Olivia Doerksen Title Executive Director Company Movement Centre of Manitoba

Biography Olivia Doerksen is the Executive Director for the Movement Centre of Manitoba. (MC), Canada’s premier Conductive Education Rehabilitation Centre. Olivia is responsible for the design, development, and execution of the strategic plans for the Movement Centre with the support of her Board of Directors. Her responsibilities include management of staff, finances, fundraising, event planning and management and evaluation overall of the organization. Prior to her role with the MC, she was the Director of Public Relations and Marketing for the Insurance Brokers Association of Manitoba, where she worked for over 6 years and had the opportunity to gain the transferable skills necessary to be where she is today. Olivia is currently completing her Master in Business Administration degree from Royal Roads University and is a proud Business Administration - CGA Stream with Honours graduate from Red River College. Olivia is passionate about human rights and is a strong advocate for social justice when it comes to individuals who have challenges advocating for themselves. Family has always been a priority, as her mom and grandfather both have lived with multiple sclerosis for over 30 years.

Company Overview The Movement Centre of Manitoba is a privately funded registered charity and

the only one of its kind in Manitoba that specializes in conductive education rehabilitation and therapy for children and adults living with neuromotor disorders. The Movement Centre is committed to serving Manitobans living with neurological conditions such as cerebral palsy, multiple sclerosis, stroke, acquired brain injury, developmental delays, spina bifida and Parkinson’s disease.

Hear what some of our clients and their loved ones have to say about how the Movement Centre has impacted their lives.

CE operates on the premise of neuroplasticity and that no matter how severe the disability, people can learn and improve when they are motivated. Conductive Education helps individuals learn their way to functional independence, gain or re-gain mobility and increased confidence.

Page 33: Roundtable Hosts

Roundtable Hosts

NOT-FOR-PROFIT

Name Dale Oughton Title Director of Philanthropy Company The Heart and Stroke Foundation of Canada: Manitoba, Saskatchewan,

Alberta & NWT Biography A Brand Ambassador and passionate community leader with exceptional

ability to engage clients and advance corporate relationships •Member of the Senior Leadership Team SLT), Heart & Stroke western Canada •Primary relationship Manager of accounts totaling $4 Million+ to advance heart and stroke related programs and research in western Canada •Secured gifts of impact in excess of $1 Million •Brokered $1 Million to fund upcoming Manitoba Stroke awareness and partially fund first ever Stroke Chair in the Province (University of Manitoba & Research Manitoba) •Lead Fundraiser for the HeartSmart Kids Indigenous program in Manitoba & Saskatchewan •Lead fundraiser for the Women's Heart & Brain Health Initiative in Western Canada •Lead the planning of Winnipeg's inaugural SeeRed Talk for Women's Heart & Brain Health

Company Overview

For more than 60 years, Heart & Stroke has been dedicated to fighting heart disease and stroke. Our work has saved thousands of lives and improved the lives of millions of others. You’ll probably run into someone today who is alive and well thanks to the countless Canadians who have supported our cause with their time and donations. It could be the young boy you pass on the street whose heart defect was successfully mended thanks to life-saving research. Or the woman at the coffee shop whose stroke was treated with a clot-busting drug. Or the father whose hockey teammates saved his life with CPR.

Page 34: Roundtable Hosts

Roundtable Hosts

ENTREPRENEURSHIP Name Wendy Yan Title Business Development Manager Company Futurpreneur Canada Biography Wendy Yan is the Business Development Manager at Futurpreneur Canada,

helping young entrepreneurs by providing start-up financing, mentorship and educational resources. She has passion to create and foster strong partnership with community partners, making a joint effort to support local start-up businesses. Wendy has a Bachelor degree in Economics, a Master degree in Management, and a Ph.D. degree in Marketing. She has been teaching Marketing courses for 5 years, e.g., University of Manitoba, University of Winnipeg, and Red River College Polytechnic. She has 4 years of experience working in consulting firms, e.g., Euromonitor International, Bain & Company, assisting companies to make growing strategies.

Company Overview

Futurpreneur Canada has been fueling the entrepreneurial passions of Canada’s young enterprise for two decades. Futurpreneur Canada is the only national, non-profit organization that provides financing, mentoring and support tools to aspiring business owners aged 18-39. The internationally recognized mentoring program hand matches young entrepreneurs with a business expert from a network of more than 3,000 volunteer mentors.

ENTREPRENEURSHIP Name LaVona Parker Title Procurement Specialist Company Office of Small and Medium Enterprises Public Services and

Procurement Canada Biography LaVona has been with the Government of Canada for 23 years, is a dynamic

and passionate public servant and a graduate of the Commerce Industry Sales and Marketing program at Red River College Polytechnic. Through the years LaVona has been fortunate to have held many positions within government and her experience includes roles within administration, supply chain, funding operations, management and innovation. LaVona joined Procurement Assistance Canada in 2015 as a Procurement Specialist and today enjoys the opportunity to assist young entrepreneurs and small and medium businesses understand procurement in the public service.

Company Overview

The Government of Canada wants to help young entrepreneurs and smaller diverse businesses sell to the government. Procurement Assistance Canada (PAC), as part of Public Services and Procurement Canada (PSPC), is here to make it easier for smaller businesses to bid on federal contracting opportunities. We do that by: Finding out what stops them from submitting a bid; Advising government buyers and policymakers on the concerns of small and medium businesses; and by,

Page 35: Roundtable Hosts

Roundtable Hosts

Suggesting ways to make tools and processes better so that it’s easier for smaller businesses to compete for contracts Advising entrepreneurs on the opportunities in government contracting

ENTREPRENEURSHIP Name Tania Davis Title Maker + Owner, CZE by Tania

COVID Coordination Officer, ISC

Company CZE by Tania & Indigenous Services Canada Biography I am the owner + maker at CZE by Tania, my small business that I started in

2015. We make natural hair care products and body care for the entire family. I take care of every aspect of the business, big or small! Formulating and making my own products, marketing, selling, book keeping - you name it! I started my role at Indigenous Services Canada in 2019. My branch works specifically with providing health care to our Manitoba Indigenous Communities. Currently my role has me assisting with COVID response.

Company Overview

CZE by Tania specializes in making natural hair care, body care and pet care products. Everything is handmade right here in Winnipeg by me, Tania! My branch of Indigenous Services Canada specifically works with providing health care to Indigenous clients in all of our Manitoba communities. We provide services to off reserves community members as well. We support our clients and communities with several different resources.

ENTREPRENEURSHIP Name Kevin Selch Title Founder Company Little Brown Jug

Biography Economist turned entrepreneur, Kevin started and built a capital-intensive business that transforms agricultural ingredients into a packaged consumer product. He created the business plan, secured financing, selected equipment, served as general contractor on the renovation of a century-old building, hired key staff, designed product, developed brand and marketing strategies, built relationships, partnered with local companies, and managed growth. In doing so, he has created a company that strives to do the right thing by its community, its employees, and the environment.

Page 36: Roundtable Hosts

Roundtable Hosts

Company Overview

Little Brown Jug is a production and taproom brewery on the edge of Winnipeg's Exchange District. Since opening in December 2016, LBJ has focused on its flagship product, 1919, which is the most recognizable craft beer in Manitoba. It is also sold in Saskatchewan. Little Brown Jug’s core values are Honesty, Quality and Community. These values inform everything it does, from how the product is produced, the community events it hosts, relationships with accounts, and how it engages with its team.

Page 37: Roundtable Hosts

Roundtable Hosts

ENTREPRENEURSHIP Name Shane Solomon Title Founder & Principle Architect Company Republic Architecture Biography Shane Solomon is the President and Founder of Republic Architecture Inc.

Educated at the University of Manitoba and the Technische Universität Berlin, Shane began his professional career in Winnipeg. In 2009, he opened his own practice in the heart of the Exchange District. Republic and Red River College were neighbours until 2017 when Republic outgrew their Donald Street studio; though Shane has moved to Downtown Winnipeg, he remains actively involved with the College. Throughout his career, Shane has served on professional advisory boards and committees, including the Manitoba Association of Architects (MAA). An avid member and volunteer, he mentors young designers from the University of Manitoba and Red River College. Shane is sensitive to social and environmental issues and has presented on behalf of the Canada Green Building Council, is a standing judge for IIDEX NEOCON, and has a personal and professional interest in the Winnipeg Downtown Biz initiatives.

Company Overview

Republic Architecture Inc. is a design team that is focused on cultural, educational, and institutional projects that positively impact our communities. We are passionate about our work and committed to a collaborative approach to design. Driven by the journey, we utilize an explorative process that connects all the right people around the table. Our desire to produce thoughtful and sustainable projects that engage the public is at the heart of everything we do. Nestled in the centre of North America, our team has worked from coast to coast and into the extremes of the North. We have adapted our work to a wide range of cultural and environmental contexts. Our people will go to great lengths to deliver smart architectural solutions, even in the most remote communities. Our work begins and ends with the users; we strive to utilize our expertise to comprehend and respond to the user’s functional needs with efficiency, as their goals and aspirations take priority throughout our design process.

Page 38: Roundtable Hosts

Roundtable Hosts

ENTREPRENEURSHIP Name Aaron Brown Title Recruitment & Post-Secondary Partnerships Lead Company Venture For Canada Biography Hello! My name is Aaron Brown and I am the Recruitment & Post-Secondary

Partnerships Lead at Venture for Canada. I work with Post-Secondary's to maximize our brand awareness and give ensure students have the opportunity to engage in any of VFC's programs. I have over 5 years’ experience supporting students in various experiential learning opportunities

Company Overview

Venture for Canada is a national charity that fosters entrepreneurial skills and mindset in young Canadians by recruiting, training and supporting students and recent grads to work for innovative Canadian small businesses and startups. We currently run three programs: Fellowship Program: Designed for recent/upcoming grads looking for full-time employment Internship Program: Open to Canadian students looking for full or part time internships or co-ops Intrapreneurship Program: For Canadian students interested in joining interdisciplinary teams to tackle part time, 7-week projects for start-ups + small businesses

Page 39: Roundtable Hosts

Roundtable Hosts

HUMAN RESOURCE MANAGEMENT Name Benjamin McDonald Title Human Resource Manager Company Prairie Roots Consumers Co-Operative Biography Benjamin McDonald is the Human Resource Manager for Prairie Roots

Consumers Co-operative. He is a graduate of Red River College's Business Administration program with a major in HR in 2016, and Athabasca University's Bachelor of Human Resource and Labour Relations program in 2020. Benjamin's career began in retail management and manufacturing before deciding to specialize in human resources. He has worked in a number of human resource fields with organizations including the Manitoba Metis Federation and Red River College. He specializes in change management, talent acquisition, employee development and training.

Company Overview

Prairie Roots Consumers Co-operative was incorporated in December of 2019 with the amalgamation of Marquette, Starbuck, and Elm Creek Co-ops. Under its new banner it provides a number of products and services to those communities and the RM's of Grey, Rosser, Macdonald, Woodlands, and Cartier just west of Winnipeg. Co-op services and products include grocery and convenience stores, gas bars and cardlocks, farm supplies, crop inputs and agro centres, and petroleum products.

HUMAN RESOURCE MANAGEMENT Name Leanna Claeys Title Support Specialist, Training & Development Company The North West Company

Biography I've worked for NWC for the past 17 years, 6 of those years in the Human Resources department. I work with our recruitment and training and development teams to place new trainees in locations that will set them up for success. As well as working with our existing employees to promote and transfer to suit both business and employee needs.

Company Overview

We are a very unique retailer and provide essential grocery services to underserved communities in remote Northern Canada. Our Head Office and world class Training Facility are located in Winnipeg.

Page 40: Roundtable Hosts

Roundtable Hosts

HUMAN RESOURCE MANAGEMENT Name Thomasena Downs-Mitchell Title Director of Employment Services Company Centre for Aboriginal Human Resource Development Inc. (CAHRD) Biography My name is Thomasena Downes-Mitchell and I am Afro-Indigenous from

Rolling River First Nations. I am the Director of Employment Services at the Centre for Aboriginal Human Resources Centre. My primary area of responsibility are to support CAHRD's vision which is to find meaningful employment for the Indigenous community in Winnipeg. I am responsible for the Human Resources and the Administration of my department. My second area of knowledge relates to identity management at Manitoba Public Insurance. I spent 13 years working at Manitoba Public Insurance where I was responsible for identity case management and training of junior staff.

Company Overview

The Centre for Aboriginal Human Resource Developments mission is to relieve and prevent unemployment among Aboriginal people in Winnipeg, and help them to achieve self-sufficiency by providing education and training, employment services, and support programs, such as counselling, daycare, and housing; and to do all such things ancillary and incidental to the attainment of the above purpose.

HUMAN RESOURCE MANAGEMENT Name Vince Styke Title Branch Sales Manager Company Drake International

Biography Vince has been involved with sales, HR and recruiting for over 30 years. He brings a common sense approach with everything he does and has a way of breaking down complex issues, into easy to understand presentations. He runs the Winnipeg office of Drake International which offers solutions to businesses related to people, profits and increased productivity.

Name Lori Brule Title Client Relationship Manager Company Drake International Biography Not available at the time of publishing

Page 41: Roundtable Hosts

Roundtable Hosts

Company Overview

Drake International started in Winnipeg, in 1951 and has evolved into a global company. Whether you are in Australia, Canada or the UK, Drake brings the same level of dedication and results based performance.

HUMAN RESOURCE MANAGEMENT Name Barrett Coates Title Director, Business Development Company People Corporation

Biography I graduated from the joint Communications program between Red River and University of Winnipeg. I worked in Marketing and hospitality before joining a small Winnipeg business in a technology sales capacity. From that role, I stayed with the parent company for 10 years in a variety of sales, account management, support, and leadership roles. After a one year stint at Canada Life, I joined People Corporation to lead their Business Development efforts and support our tremendous growth across the country.

Company Overview

People Corporation is a Winnipeg based national Employee Benefits, Retirement Services, and HR consulting firm. Over the last 15 years, People Corporation has grown from a small Winnipeg firm to a national consulting agency with over 40 partner firms and areas of specialization. In early 2021, People Corp was acquired by Goldman Sachs, a global investment bank and continue to have aggressive growth objectives in 2021, 2022, and beyond.

HUMAN RESOURCE MANAGEMENT Name Marina DeLuna Title CPHR Program Manager Company CPHR Manitoba

Biography Marina De Luna ensures the integrity of the CPHR designation by facilitating certification requirements and adherence to professional standards. She works with volunteer committees in awarding the CPHR designation to HR professionals who meet and maintain the required educational, experience, and professional development and conduct standards. Marina focuses on providing exceptional customer service to members. Marina has been the CPHR Program Manager and Deputy CPHR Registrar of CPHR Manitoba since early 2020.

Page 42: Roundtable Hosts

Roundtable Hosts

Company Overview

CPHR Manitoba is the exclusive certifying body in Manitoba for the nationally recognized Chartered Professional in Human Resources (CPHR) designation - the leading standard for HR professionals in Canada. Our mission is to advance the human resources profession. We work to achieve that by promoting the brand and supporting CPHRs in their professional development to foster public confidence in the designation and demonstrate the value of HR to business.

HUMAN RESOURCE MANAGEMENT Name Janelle Aubin Title Senior Benefits Consultant Company Life Inc. Biography I am a senior benefits consultant here at Life Benefit Solutions Inc. a group

insurance and pension broker based out of Winnipeg. I work closely with the team here at Life Inc. to ensure efficient delivery of group benefit plan to First Nation organizations across Canada. This includes proper coordination with NIHB, supporting escalated claims and maintaining a health company culture.

Company Overview

We are a group insurance and pension broker based out of Winnipeg. We've designed a unique program specific to meeting the needs of First Nation employer groups and work with 180 Indigenous employer groups Canada.

HUMAN RESOURCE MANAGEMENT Name Christopher White Title Regional Vice President Company RBC Royal Bank Biography As Regional Vice President for the City Winnipeg, my primary responsibility

is leading a team of leaders and advisors across all twenty three branch locations across the city. I have been with RBC for 13 years and held a variety of Leadership roles across multiple geographic locations across Canada. I am currently pursuing an MBA in Leadership from Dalhousie University and am passionate about volunteerism and serve on a variety of Boards.

Company Overview

RBC Royal Bank is the largest Financial Institution in Canada and one of the largest globally.

Page 43: Roundtable Hosts

Roundtable Hosts

HUMAN RESOURCE MANAGEMENT Name Geneviève Mineault-Martineau Title Human Resources Advisor |Ontario and Prairies Region Company Services and Business Development Sector

Biography Geneviève Mineault-Martineau is an HR Advisor currently working for the Public Service Commission of Canada (PSC). She holds a master’s degree in Organisational Development and Human Resources Management from the École Nationale d’Administration Publique (ENAP) in Montréal. In her current role, she is responsible for planning, supporting and operationalization of the various public-service-wide national recruitment programs within the Government of Canada as well as establishing relationships with various organizations and post-secondary institutions to attract the next generations of talents into the Public Service. Geneviève started her career with the Federal Public Service as a student. Throughout her career, she supported several successful recruitment programs that were aimed to build the diverse and inclusive Public Service of tomorrow. Moreover, she worked alongside senior managers to increase the presence and the outreach activities of many federal departments on universities and colleges campus.

Company Overview

GC Jobs is your virtual gateway to one employer, with thousands of opportunities. Feed your passion and discover different jobs, as your career evolves, with the Government of Canada. Gain work experience, launch or advance your career, it's all possible at GC Jobs!

HUMAN RESOURCE MANAGEMENT Name Trevor Finch Title Senior Recruitment Consultant | Business Development Company Legacy Bowes Biography Trevor is a sales, marketing, and award-winning recruitment professional with

more than 24 years of experience. He has a Diploma in Creative Communications from Red River College and a Degree in Communications from the University of Winnipeg. He has been trained in the Morgan Method of recruitment and had a successful 6-year career as a recruiter specializing in construction management and technical sales. He has knowledge and contacts in a broad range of industries, a strong background in business development, and a zest for education, training and mentorship.

Page 44: Roundtable Hosts

Roundtable Hosts

Company Overview

Legacy Bowes is an organizational consultant company with experts who specialize in Human Resources, Executive Search, and leadership training in a wide variety of topics. The legacy behind the company began with Barbara Bowes and the establishment of the Bowes Leadership Group in 1984. With the mantra of “helping leaders lead”, Barbara quickly became known as a Human Resources guru, bringing forth the growth of the business and its reputation. Today, we are two partners strong and have continued to build upon our long-standing reputation, extending our reach both locally and globally.

HUMAN RESOURCE MANAGEMENT Name Nicole Pamplona Title Human Resources Specialist Company True North Sports and Entertainment Biography Not available at time of publishing

Company Overview

True North Sports + Entertainment is Manitoba’s premier sports and entertainment company. True North owns and operates Canada Life Centre, the Winnipeg Jets (NHL), the Manitoba Moose (AHL), the Bell MTS Iceplex, and the Burton Cummings Theatre (“The Burt”). Additionally, True North is currently developing True North Square, a mixed-use development that is located adjacent to Canada Life Centre. Committed to community development, True North proudly supports the True North Youth Foundation, the charitable arm of True North and the Winnipeg Jets. Unabashedly proud of our community, True North seeks to be a catalyst for positive change in Winnipeg’s downtown. With Canada Life Centre, the Burt, and True North Square, the company is leading a renaissance of renewal and growth in the downtown Winnipeg. With its continuous reinvestment in its venues and its hockey teams, True North Sports + Entertainment remains steadfastly committed to delivering a superior patron experience.

Page 45: Roundtable Hosts

Roundtable Hosts

FINANCIAL SERVICES Name Aida Rodrigues Title Senior Talent Acquisition Partner Company CIBC Biography I am a Senior Manager with the Talent Acquisition Team at CIBC. I support

with the recruitment and hiring activities for Manitoba, Saskatchewan and Alberta. The positions that my team and I identify talent for are mainly for the Banking Centres, Mobile Mortgage Advisor channel and our Contact Centres. My team and I support with the beginning to end recruitment process. This includes working with hiring managers to create job postings, proactively source and attract top talent, pre-screening and issuing assessments and then into the final process of creating and issuing employment offers to our new CIBC employees. The Talent Acquisition team is an arm to our HR Department, and we work alongside one another to support, mentor and develop our employees and future employees of CIBC.

Company Overview

We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions so you feel empowered at work. Our team members have what they need to make a meaningful impact and feel truly valued for who they are and what they contribute. To learn more about CIBC, please visit CIBC.com

Page 46: Roundtable Hosts

Roundtable Hosts

FINANCIAL SERVICES Name Jeff Sadowski Title Business Development Advisor Company Freedom 55 Financial Biography I have been in the finance industry for almost 20 years with experience in

banking, insurance, and investments. I've been coaching, mentoring, and developing people for approx. 7 of those years. Currently I work with potential candidates to introduce them to the company and discover if a career in finance is right for them. From there we look at a few potential career paths to see where they would be best suited. We then engage our training team to get started in our industry leading training program and develop the person into successful business owners or look at other opportunities where they are best suited.

Company Overview

Canada Life is an industry leader in providing solutions to both simple and complex financial needs. We offer a wide range of solutions including insurance, investments, mortgages, banking needs, and personal and group benefits.

FINANCIAL SERVICES Name Adam Kalechyn Title Director

Company BMO Bank of Montreal

Biography Adam is a 2010 Business Administration graduate, majoring in Financial Services. As a Director in BMO's Canadian Commercial Banking Group, he manages a portfolio of Upper Mid-Market bank clients in various industry sectors. Responsibilities include credit structuring, portfolio management, sales, and risk management. He is a Level II CFA Candidate and is born and raised in Winnipeg, MB.

Company Overview

BMO is a full-service global bank which provides an array of Retail Banking, Commercial Banking, Wealth Management, and Capital Markets services.

Page 47: Roundtable Hosts

Roundtable Hosts

FINANCIAL SERVICES Name Dawn Borges Title Director, Member and Employee Experience Company Access Credit Union Biography Dawn has worked within the credit union system in various leadership roles

for over 20 years, primarily in marketing, human resources and credit union operations. She holds a Diploma in Business Administration with a focus in Marketing and Administration from Red River College and is currently studying for a Master’s Degree in Business Administration (MBA). As VP, Marketing and Communications with Access Credit Union, she is passionate about optimizing members’ and employees experiences through shared values and delivering a consistent brand. Dawn is actively involved in the community and served on the Credit Union Young Leaders Committee.

Name Adam Monteith Title Chief Marketing Officer Company Access Credit Union Biography Not available at time of publishing Company Overview

Our purpose is to inspire members and communities with trusted financial solutions, now and for the future. Access Credit Union was incorporated in 2020 following a merger with Crosstown Civic Credit Union. The current assets exceed $6 billion. The credit union serves 92,000 members through 26 service delivery offices spread across southern Manitoba and Winnipeg. Access is currently the 2nd largest credit union in Manitoba. For more information about Access Credit Union, visit www.accesscu.ca.

Page 48: Roundtable Hosts

Roundtable Hosts

FINANCIAL SERVICES Name Jacquilynne Ellison-Wickson Title Manager, Talent Acquisition Pacific & Prairie Region Company TD Bank Group Biography No bio available at time of publishing

Company Overview

TD Bank Group offers a full range of financial products and services through the following businesses:

FINANCIAL SERVICES Name Markus Erkelenz Title Senior Solution Analyst Company Wawanesa Insurance Biography Markus is a Senior Solution Analyst in the Information Services (IS)

department with Wawanesa Insurance. He is an IS professional with 25 years of experience, including 18 years in business consulting in the public and private sectors including Insurance, Government of Manitoba, Crown Corporations, Pension Trusts, Manufacturing, Wholesale, Retail, and Indigenous Peoples Organizations. He holds a Bachelor of Commerce degree, with majors in Accounting and Finance. He is a Certified Management Consultant (CMC), Prince2 Practitioner, and is Prosci Change Management certified. Markus enjoys sports in general with a big interest in Martial Arts. He is a black belt certified Kyokushin Karate practitioner and instructor who has conducted many community-based seminars.

Name Andre Buisse Title Manager of Application Delivery Claims Biography Andre is a Manager, Application Delivery in the Information Services (IS)

department with Wawanesa Insurance. He is an IS Professional with over 19

years experience primarily in insurance, financial and healthcare regulatory

environments. He has a strong background in system architecture, software

development, system integration and database design. Adept in analysis and

design within Agile environments subscribing to Scrum, XP, and Kanban

methodologies.

Andre is a lifelong learner and mentor with current focus on leading

successful delivery teams in the Property and Casualty (P&C) insurance

space.

Page 49: Roundtable Hosts

Roundtable Hosts

His core competencies include: Technology and account management,

resource management, strategic and tactical planning, business/systems

analysis, data analysis, system architecture and design, software

development.

Company Overview

Wawanesa Insurance is a Canadian mutual company owned by its policyholders. With assets of over $11.3 billion and over two million policies inforce, Wawanesa is one of the 10 largest property and casualty insurers in Canada. Wawanesa has 100% ownership of two subsidiary insurance companies: • Wawanesa Life • Wawanesa General (United States) Wawanesa has a rich history dating back to September 25, 1896, when it was founded in the Village of Wawanesa, Manitoba. Today executive offices are located in Winnipeg, Manitoba, Canada. Wawanesa Insurance operates in all areas of Canada as well as California and Oregon in the United States. Wawanesa was awarded an A (Excellent) Rating for its financial strength from A.M. Best Co, the world's oldest and most authoritative insurance rating and information source. Wawanesa's Canadian insurance products are distributed by independent insurance brokers.

FINANCIAL SERVICES Name Alec LeFlour Title Financial Advisor Company DPM Financial Biography We take a client-centered approach to comprehensive financial planning.

Beginning with your goals in mind, we help you discover your options and guide you through the creation of a fundamentally sound plan. Since a good financial plan is very dynamic, the final stage is monitoring and adjusting regularly to ensure we are achieving your objectives.

Company Overview

Achieving true financial well-being At the heart of it, we recognize that your financial needs are unique. We take a comprehensive approach to your financial plan that integrates all aspects of your financial life. We begin with a discussion that takes a deep dive into your goals and objectives. We then consider any obstacles and finally, we construct a plan that is uniquely suited to you.

Page 50: Roundtable Hosts

Roundtable Hosts

FINANCIAL SERVICES Name Herb ZoBell Title VP Commercial, Indigenous Markets Company RBC Royal Bank Biography As Vice President Commercial Financial Services, Indigenous Markets for

Manitoba, Saskatchewan, NW Ontario, & Nunavut markets, Herb is responsible for leading a team of Specialized Commercial Account Managers in this market. Herb ensures his team provides a high level of service, meeting the client’s needs. Herb has a four-year Bachelor of Commerce Degree from the University of Lethbridge in Alberta, and a Masters of Business Administration Degree from the University of Calgary. A member of the Ahtahkakoop Cree First Nation himself, Herb has over 26 years of commercial banking and First Nation government experience. Prior to joining RBC, Herb worked in management of a First Nation in Alberta, and consulted with several other First Nations in the province. He has also served on various First Nation/Aboriginal boards/committees, and values giving back to his community.

Company Profile

Royal Bank of Canada (RBC) was founded in 1864. Today, it is the country’s largest chartered bank and financial institution. It has five divisions: Personal and Commercial Banking, consisting of banking operations in 36 countries around the world; RBC Wealth Management, consisting of investment products and services for retail investors; RBC Capital Markets for international investment banking services; RBC Insurance for individual and group clients; and Investor and Treasury Services, providing custody services and fund administration for international clients. Royal Bank is a public company that trades on the Toronto Stock Exchange, New York Stock Exchange and SIX Swiss Exchange under the symbol RY. In 2020, RBC registered $47.2 billion in revenue and $11.4 billion in profit and held $1.62 trillion in assets. Royal Bank employs more than 86,000 people, who serve 17 million customers.

Page 51: Roundtable Hosts

Roundtable Hosts

FINANCIAL SERVICES Name Danny Chung Title President Company Aegis Financial Group Inc Biography A dedicated financial professional who place client's financial wealth as his top

priority. Danny provides complimentary portfolio analysis to help investors identify opportunities to increase their investment returns without being exposed to additional risks. He uses a holistic approach to ensure families are protected against unforeseen life changing events through best-in-class insurance products from industry leading carriers.

Company Profile

The Fiduciary Standard Because we operate through our own Registered Investment Advisor, we are held to a regulatory framework called the fiduciary standard. This is a legal tenet that ensures all independent advisors act exclusively in the best interest of each of their clients

FINANCIAL SERVICES Name Cody Cassidy Title Manager, Member Services Company Insurance Brokers of Manitoba Biography My name is Cody Cassie. I'm the Manager of Membership Services at the

Insurance Broker Association of Manitoba. My role revolves around support for the members of our association and working with outside organizations to enhance the benefits of being a member of IBAM. I was an insurance broker for 10+ years before working with IBAM.

Company Overview

The Insurance Brokers Association of Manitoba (IBAM) is a not-for-profit association that represents over 2,000 property and casualty (P&C) insurance brokers, in 300 storefronts in over 120 communities across Manitoba. IBAM exists to protect, serve and offer choice to Manitobans through developing and supporting brokerages.

Page 52: Roundtable Hosts

Roundtable Hosts

LOGISTICS AND SUPPY CHAIN MANAGEMENT Name Valeriy Bolgarov Title Trade Execution Manager and Trader Company Agrocorp International Biography Focused on supply chain integration and alignment of trade processes and

logistics functions to the company strategy. Developing and creating process flows, partnerships and action plans for successful execution of company trades to 25 countries and 38 ports around the world. As a Trader buying and selling pulse products to overseas markets.

Company Overview

Agrocorp Processing Limited (APL) is a wholly owned subsidiary of Agrocorp International Pte Limited. APL has its head office in Winnipeg, Canada. The Parent company, headquartered in Singapore, is a global supply chain manager and a key player in the commodities with a dominant presence in Agri‐commodities, Pulses, Grains, Oilseeds, Feed, Sugar, Rice and Cotton. APL owns and operates four primary processing Plants and a protein extraction Plant in Canada. The five Plants are located in: 1. Moose Jaw, Saskatchewan 2. Cut Knife, Saskatchewan (primary processing and protein extraction) 3. Falher, Central Alberta 4. Innisfail, Central Alberta APL’s business model comprises largely of own procurement, cleaning, and sale of commodities, as well as through third parties. During the last two years Agrocorp volumes ex Canada have exceeded 260,000 MT annually.

Page 53: Roundtable Hosts

Roundtable Hosts

LOGISTICS AND SUPPY CHAIN MANAGEMENT & ACCOUNTING Name TBD Title Senior Human Resources Coordinator at Richardson International Company Richardson International Biography Not Available Company Overview

About Richardson International Recognized as one of Canada’s Best Managed Companies, Richardson is a company on the move. Agriculture is undergoing unprecedented growth to meet increasing demand, and we are experiencing transformational growth along with it. Richardson International is Canada’s largest, privately owned agribusiness and we provide numerous services and products to the agricultural and food industry.

LOGISTICS AND SUPPY CHAIN MANAGEMENT Name Alyssa Robb Title Fleet Administrator for North America Company Forbes Bros LTD.

Biography General office duties include organizing work order, submit payroll sheets, track and log service vehicles. On boarding employees and getting drivers abstracts. Handle transportation single trip and annual permits for Ontario, Manitoba, Saskatchewan, Alberta, BC and USA. Complete Rental agreements for vehicles and equipment required for the jobs. Create purchase orders/code and process. Complete customs paperwork for shipment between Canada and USA. Work with MPI on registrations.

Company Overview

We are a North American based company. We provide engineering, procurement, and construction for our Core Services. Our lines of work are transmission, telecommunications, substations, distribution, Civil Underground, EV Charging stations.

Page 54: Roundtable Hosts

Roundtable Hosts

LOGISTICS AND SUPPY CHAIN MANAGEMENT Name Clayton McPherson Title President Company Kitpak Fulfillment

Biography I like to create order and processes around the logistics of getting product into consumers hands. And I love to watch our clients grow their businesses and know that we played a part in helping them grow. As your sales grow, the way that you did things when you started may not work for your anymore. Stock outs can become more common. A surge in orders can result in delays before shipment. Your customers are asking when their orders will ship or even worse canceling orders due to delays. Errors happen more often as you rush to try and get all the orders out. You are running out of space the cost of shipping is killing your margins! These are common issues our customers are facing before choosing to outsource their order fulfillment. We want you to succeed! In fact, your success is our success. It does not matter whether you are selling yoga pants on Shopify, kettlebells on WooCommerce or sporting goods on both Shopify and Amazon Marketplace. We have the experience and knowledge to ensure your customers receive their orders quickly and cost effectively. Some of our clients have used our multi-channel capabilities to grow. They now sell in multiple eCommerce channels as well as in retail stores. This has resulted in much more sales and profits for them. And if you let us help you, we'll make multichannel growth easy for you too. Connect with me to learn about how we can help your business compete in the online world.

Company Overview

Logistics can be hard. The right partner makes all the difference. We have made significant investments in equipment, software and training for our staff. We will help you implement best practices for your order fulfillment. All our processes are highly scalable so as your sales continue to grow issues that held you back in the past no longer present a challenge. The best part is that our volume discounts on shipping combined with our carrier knowledge often mean it costs less than having your own team fill orders.

Page 55: Roundtable Hosts

Roundtable Hosts

LOGISTICS AND SUPPY CHAIN MANAGEMENT Name Dale Voluntad Title Commercial Account Manager Company RBC Royal Bank Biography 18 years of experience in Personal and Commercial Banking all with RBC. In

2014 Dale was appointed as the first Filipino Branch Manager in Winnipeg Market. In his current role Dale is a Commercial Account Manager looking after RBC Business clients that are in Supply Chain Industry.

Company Overview

RBC is a global financial institution with a purpose-driven, principles-led approach to delivering leading performance, and creating value for our clients and communities.

LOGISTICS AND SUPPY CHAIN MANAGEMENT Name Brian Puls Title Senior Commercial Account Manager Company RBC Royal Bank Biography I'm a Red River Business Admin graduate and a 20+ year Banker, managing an

upper mid-market portfolio made up of Public Sector and Supply Chain clients industries including Manufacturing, Transportation, Aviation, Wholesale/Distribution.

Company Overview

Royal Bank of Canada (RBC) was founded in 1864 and is Canada's largest chartered bank and financial institution. RBC employs more than 88,000 people serving 17 million customers in Canada, USA, & 27 other countries.

Page 56: Roundtable Hosts

Roundtable Hosts

LOGISTICS AND SUPPY CHAIN MANAGEMENT Name Rick Reid Title Executive Director – Manitoba and Northern Territories Company Supply Chain Management Association Manitoba

Biography Rick specializes in optimizing supply chains. He helps organizations develop strategies to maximize efficiency, reliability, and profitability. Today's fast changing business environment presents many risks and challenges. Rising costs, increased competition, and eroding profit margins make it difficult to succeed. Rick helps companies meet these challenges by: 1) Aligning the supply chain strategy with corporate goals and objectives 2) Integrating internal, and external, stakeholders into a single value stream 3) Improving flexibility, consistency, and reliability of operations 4) Increasing profitability by eliminating unnecessary costs 5) Maximizing cost recovery on unused assets (equipment, inventory etc.) Rick has served as President of the SCMA Manitoba (Supply Chain Management Association Manitoba) and served two terms as Director on the Supply Chain Management Association National Board.

Company Overview

Since 1931, the Manitoba Chambers of Commerce (MCC) has served as the umbrella association for Manitoba’s vibrant chamber movement. Today, our network comprises 68 local Chambers of Commerce across all regions of the province, as well as hundreds of direct corporate/organizational members. We represent almost 10,000 businesses of all sizes and across all sectors with a mission to champion sustainable economic development and foster a business-friendly climate. As the “Voice of Business in Manitoba,” we advocate for entrepreneurial success, prosperous communities, and a strong future for our province.