Women in Finance : Alpha & Gender Diversity Half-Day

Conference and Dinner

Thursday, May 12, 2016

Winnipeg

RBC Convention Centre 375 York Avenue Winnipeg, Manitoba R3C 3J3 (204) 956-1720

Host Hotel – Alt Hotel Winnipeg Located in the new Sports, Hospitality and Entertainment District (SHED), the hotel is just steps away from the MTS Centre, home of the Winnipeg Jets hockey team, an array of businesses such as restaurants, bars and boutiques. The Alt Hotel is within approximately 10 minutes walking distance from the RBC Convention Centre. For our out of town guests, a block of rooms have been put aside at a group rate of $149 per night. Upon booking, reference CFA Society Winnipeg for the group rate. Price applies until Friday, May 6, 2016.

“Female representation declines as career level rises. Globally, women make up 33% of

managers, 26% of senior managers, and only 20% of executives.” Mercer, When Women Thrive

Report – March 2016

“...analysis reveals that firms with a larger share of women in senior positions have higher

return on assets.” International Monetary Fund. Unlocking Female Employment Potential in

Europe: Drivers and Benefits. 2016

Conference Program

Thursday, May 12, 2016

Women in Finance : Alpha

& Gender Diversity

The conference offers delegates an exciting afternoon and evening of thought provoking

presentations and discussions on topics including gender equality, teamwork and performance

and gender diversity in the workplace.

The event welcomes both men and women with an impressive array of speakers as follows:

Thursday, May 12, 2016 11:15 AM Conference Registration Opens 11:45 AM Luncheon

12:00 PM Panel Discussion – Powerful Women in Finance Beth Hamilton-Keen, CFA, Director of Investment Counselling, Mawer Investment Management Ltd. & Chair, Board of Governors, CFA Institute Kirsten Kennedy, Managing Director & Head (Vancouver) Investor Sales, BMO Capital Markets Helen Kasdorf, CPA, CA, Senior Vice-President & CFO Canada, The Great-West Life Assurance Company

Moderated by: Reva Seth, Bestselling Author & Strategic Advisor

1:15 PM Breakout Sessions *

2:05 PM Refreshment Break

2:25 PM Breakout Sessions*

3:15 PM Refreshment Break

3:35 PM Breakout Sessions *

4:25 PM Cocktail Reception for Conference Attendees

6:00 PM Dinner-Only Registration Opens

6:15 PM Call to Dinner Keynote Presentation

Bonnie Brooks, Vice Chairman of Hudson’s Bay Company

* Variety of Breakout Sessions available, please see below for descriptions

Breakout Sessions Women Achieving Extraordinary Things through a High Performance Life: Rethinking Workplace Pressures with Real Life Coping Mechanisms Yvonne Camus

A discussion that will make you rethink workplace pressures, stress, and what it means to lead a high performance life as a woman. Despite daunting challenges, it is possible—in fact, it is absolutely necessary—to achieve high performance living. Stress, relentless and unremitting, is taking an enormous toll on our health. When our bodies and minds are exhausted, we find it hard to produce creative ideas. But it doesn't have to be this way. More than just a handful of tips on how to "reduce stress," this absorbing talk will help audiences fully incorporate healthy, high performance into every aspect of their lives.

Targeting Teen Boys in Achieving Gender Equality: The Missing Link and Ways to Move Forward Reva Seth

Gender equity is ultimately about optimizing the world we all live in. Research shows that countries with greater gender equality have better economic growth and companies with more women leaders are more profitable. Yet currently Canadian women remain stuck in the lower to middle rungs of the workforce and continue to face a 72% pay gap. Join best-selling author Reva Seth for an interactive session discussing why moving forward on gender equity now requires a focus on adolescent and teen boys.

Bloomberg Presents: How Women Power the Economy and Why They Shouldn't Be Shy Talking About It Jacqueline Thorpe and Richard Yamarone

Women as the Ultimate Economic Driver. With consumer spending comprising some 70 percent of U.S. GDP, and women making an overwhelming majority of those purchasing decisions, there is no doubt who wields the power in the U.S. economy. This will be followed by a discussion on Bloomberg's Women's Project, the company's drive to get more women in our

journalism -- as sources, voices, and newsmakers -- and why it's important for women to make their voices heard.

Deloitte LLP Presents: Unconscious Biases and How They Hinder Us Jackie Scales and Lizanne Roziere

The Equality Challenge Unit defines unconscious bias as "a bias that we are unaware of, and which happens outside of our control. It is a bias that happens automatically and is triggered by our brain making quick judgments and assessments of people and situations, influenced by our background, cultural environment, and personal experiences". Learn how to identify these biases, how they can impact our decision making and how we can work to overcome them.

Mercer Presents: “When Women Thrive” – insights from a new Research Report on Women in the Workplace Jaqui Parchment

Women are under-represented in the workforce globally, and if organizations maintain the current rate of progress, female representation will reach only 40% globally in the professional and managerial ranks in 2025, according to Mercer’s second annual When Women Thrive global report. Among the key trends revealed in the report is that women’s representation within organizations declines as career levels rise – from support staff through the executive level.

“Why We Have Too Few Women Leaders” Moderated TED Talk Stefanie Keller

“Women face harder choices between professional success and personal fulfillment.” – Sheryl Sandberg, TED Talk 2010 A discussion on keeping women in the workforce and ensuring you take a seat at the table.

Speakers Bonnie Brooks

Vice Chairman of Hudson’s Bay Company Bonnie Brooks has restored one of North America’s greatest department stores, Hudson’s Bay Co., to its rightful place as a world-class retailer. As its first female CEO, Brooks led The Bay through sweeping, institutional changes—no small feat—that revitalized one of the planet’s oldest brands. Stylish and thoughtful, she speaks on leadership, innovation, turnaround, and the meeting of creativity and commerce. In February 2014, Brooks was appointed Vice Chairman of Hudson’s Bay Company, the world’s oldest continuously operating company, which owns and operates Saks Fifth Avenue, Lord and Taylor in the USA, and, of course, Hudson’s Bay department stores in Canada. Prior to her current role, Brooks was President and CEO of HBC; and before she oversaw the company’s successful turnaround, Brooks was based in Hong Kong, where she revitalized another iconic retailer, Asia’s Lane Crawford, helming 500 stores across nine Asian countries. Brooks has also served as Editor-in-Chief of Flare, Canada’s largest fashion magazine, and Executive VP of Holt Renfrew, where she brought many major American and European designer brands to Canada. She is one ofMonocle’s Top 25 Retailers worldwide and one of Fast Company’s 100 Most Creative People in Business. She has received the Queen’s Diamond Jubilee medal for philanthropy, and is a member of the American Marketing Association Marketing Hall of Legends. In October 2014, she became the first woman to receive the prestigious Ivey Business Leader of the Year Award. Brooks is Chaiman of the Board of Trustees of the ROM, appointed by the Premier of Ontario, a member of the Board of Directors for Empire Company Limited, Rogers Communications, and Abercrombie & Fitch. Brooks holds an MBA from the University of Western Ontario and was the Parsons School of Design Honoree in 2013.

Yvonne Camus High Performance Specialist Can a middle-aged woman outperform US Navy Seals? Maybe not, physically. But she can outthink, out-hustle, and out-heart them. Yvonne Camus is one of North America's most trusted speakers on teamwork and performance. On stage, she’s shown hundreds of organizations how ordinary people like her can achieve extraordinary things. Deeply relatable, Camus interweaves her personal experiences—a business executive, a mother of three—into revelatory keynotes on human performance. Yvonne Camus is an astoundingly assured speaker. The hundreds of standing ovations she has collected testify to her enthusiasm for work and life. Camus was a participant in the Eco-Challenge, the world championship of adventure racing conceived by Mark Burnett of Survivor fame. (Hers was the first rookie team to complete the grueling competition.) Punchy, deeply moving, and often humorous, Camus draws on her experiences to show you how to rise to the challenges of training, preparation, and execution. In the process, she helps you to see—and to realize—the potential for greatness in yourself, in your co-workers, and in your entire organization.

Beth Hamilton-Keen, CFA Director of Investment Counselling, Mawer Investment Management Ltd. & Chair, Board of Governors, CFA Institute Beth is Director of Investment Counselling at Mawer Investment Management Ltd. Since joining Mawer in 2005, she has been involved in both private and family office portfolio management. Ms. Hamilton-Keen has over two decades of investment experience, serving institutional and private clients. Previously, she has worked for TAL Private Investment Counsel, and CIBC Private Investment Counsel. On September 1, 2015 Ms. Hamilton-Keen was elected chair of the Board of Governors of CFA Institute, the global association of investment professionals that promotes the highest standards of ethics, education and professional excellence. The Board of Governors is the CFA Institute’s most senior corporate body, having ultimate responsibility for the organization’s strategy and management. She has also previously served as a member of Mawer’s Board of Directors and Management Committee. For the past 15 years, Ms. Hamilton-Keen has been an active volunteer and engaged CFA Institute member. She was previously the chair of the External Relations and Volunteer Involvement Committee, a director and president for CFA Society Calgary, a Presidents Council Representative for Canada, a member of the Private Wealth Advisory Council, and a CFA exam grader. She has also served on many non-for-profit boards and committees. She is a CFA charterholder, a graduate of the Acadia University business program and has also completed the High Performance Board program at IMD Business School. Ms. Hamilton-Keen is an active member of her local community and has been recognized as one of Calgary’s Top 40 under 40 and most recently one of Canada’s Top 100 Most Powerful Women. She has been a guest lecturer at the University of Calgary, a guest commentator on CBC Radio, and a regular commentator on investment issues for CBC NewsWorld and BNN.

Helen Kasdorf, CPA, CA Senior Vice-President & CFO Canada, The Great-West Life Assurance Company Helen Kasdorf graduated from the University of Manitoba with a Bachelor of Commerce ( Honours) Degree and obtained her Chartered Accountant designation, finishing as a Manitoba medalist Helen spent the first six years of her career at Deloitte in Winnipeg. She left Public Practice in 1994 to join Great-West Life’s Internal Audit Department. Helen left Great-West and spent two years at the Assante Group, where she worked on integrating the 17 Canadian subsidiaries and consolidating their back office administration.

She returned to Great-West Life in 2001 and has held many roles that have taken her throughout Canada, the United States and Europe, including: Assistant Vice-President Treasury & Capital Management;

Vice-President, Information Services Financial Management

Senior Vice-President & Chief Internal Auditor

Senior Vice-President, Corporate Resources She is currently in the role of Senior Vice-President, and CFO, Canada Helen has been volunteering in a variety of not for profit organizations, including: 17 years on Crosstown Civic Credit Union Board, 9 years on Finance & Audit Committee of Mennonite Church Canada, a variety of roles on her children’s school parent committees, numerous Council roles with her Church and several other non-profit roles. In 2009 she was recognized with a Community Service Award by the Institute of Chartered Accountants in Manitoba. Helen has 3 children and in her free time enjoys travel, reading and sports – though the sports are mostly through watching all the hockey, football, volleyball, soccer and dance practices, games, tournaments & recitals that her children have been involved in – with some Jets and Bomber games thrown in for good measure.

Stefanie Keller, CFP Keller Financial & Business Planning Stefanie has been successfully managing client’s wealth planning and implementing business strategies since 2002. She is a Professional Certified Financial Planner and a Business Owner. She has built a strong foundation in Financial Planning and Asset Management during her career with RBC Wealth Management and Credential Asset Management, both as an Advisor and as a Mentor. She founded Keller Financial & Business Planning in 2012. In 2015, she expanded her Practice to offer Cross Border Solutions & Integrated Wealth Planning, and Trust and Estate Services. Stefanie holds her Professional CFP® designation, which is the highest standard in the industry for Financial Planners and specializes in working with Small Business Owners , Entrepreneurs, Professionals, and Individuals, and, together with her team, offers comprehensive Financial & Business Planning Services and Cross Border Solutions. She has also been involved in the community teaching Junior Achievement and delivering Seminars to help educate and inspire others to achieve their financial goals. Stefanie is the Founder/ Circle Leader for the Winnipeg and Area Lean In Circle.

Kirsten Kennedy Managing Director & Head (Vancouver) Investor Sales, BMO Capital Markets Kirsten is Managing Director, Fixed Income Sales and Sales Manager in BMO Capital Markets' Vancouver office. She is directly responsible for managing the fixed income and money market desks in Vancouver. Kirsten works with an account base of a variety of large sophisticated clients and investors, including hedge funds, provincial treasurers, life insurance, counseling firms and mutual funds. Her product coverage includes all cash bonds, corporate credit, asset-backed securities, residuals, derivatives and swaps. Kirsten spearheaded the development of the annually anticipated “Women in Fixed Income” industry forum. Founded in 2005, it is the only one of its kind in Canada and provides timely industry knowledge and networking

opportunities for leading women in the industry. Kirsten is the recipient of the Women in Capital Markets 2015 Award for Leadership. This award recognizes senior executives, who have combined professional excellence with a demonstrated commitment to advancing and supporting women in capital markets. Kirsten has a BA from Queen’s University and has completed the International Capital Markets Associate Specialist Program.

Jaqui Parchment, CFA Head of Investments for Canada, Mercer Jaqui Parchment is a Partner and Leader of Mercer's Investment business for Canada. She is a member of the Canadian Leadership Team and a member of the North American Investments Leadership Team. Jaqui has over 25 years of experience in the retirement savings and investment areas. She has considerable expertise in all areas of investment strategy and implementation. She is on the faculty of the School of Pension Investment Management and a frequent speaker at industry conferences. Jaqui is North American Chair of Women@Mercer and When Women Thrive. She is a frequent speaker on issues relating to Women and Finance, and Women in the Workplace. Jaqui earned her Bachelor degree in Mathematics and Actuarial Science at the University of Waterloo in 1987. She is an Associate of the Society of Actuaries and a CFA Charterholder.

Lizanne Roziere Director, Prairie Human Capital and Strategy Operations, Deloitte LLP Lizanne Roziere is a Director with 19 years’ experience in consulting as well as 5 years’ experience managing in the private sector. Lizanne leads our Human Capital and Strategy and Operations team in Manitoba and Saskatchewan. Lizanne has assisted clients in understanding their business issues, defining direction and goals, and developing strategies and solutions to achieve desired impact and success. She has done this through engagements such as business and strategic planning, governance reviews, service delivery and organizational reviews, organizational design, program evaluations, business casing, feasibility studies, change management, and training and facilitation. She specializes in large, complex projects which require significant planning, coordination, stakeholder engagement and consensus building. Lizanne is skilled and experienced in project management, conducting qualitative and quantitative research, analyzing data, and presenting valid and reliable findings, recommendations and strategic direction. She is a successful facilitator, presenter and business consultant, skilled at adapting to the needs and opportunities of organizations of different sizes, operating in various business sectors and industries. Lizanne has her Masters of Business Administration from the Asper School of business, is a Certified Management Consultant and a PRINCE2 project management practitioner.

Jackie Scales Inclusion Lead, Human Capital, Deloitte LLP Jackie Scales is a Senior Manager within our Human Capital team who leads our Diversity & Inclusion practice across Canada. She works with organizations who are seeking to build a diverse employee base that leverages the benefits of inclusive leadership within their overall talent management infrastructure Jackie’s work is focused on the building inclusive and diversity strategies that align with the overall strategic goals, value’s and culture of the organization. Jackie brings a diversity and inclusion lens to existing strategies such as workforce management , leadership development, talent management, recruiting, learning and succession development. Jackie speaks at conferences and industry events on Diversity & Inclusion. Jackie is the co-chair of the Lieutenant Governor of Ontario Aboriginal Forum, sits on a number of community not-for-profit boards that focus on Diversity & Inclusion within Canada. Jackie has her Masters in Business Administration with a specialization in Leadership Prior to joining Human Capital, she spent over 20 years in the Financial Services Industry.

Reva Seth Bestselling Author & Strategic Advisor For the past decade Reva has worked at the intersection of journalism, public policy and strategic communications. She's the best selling author of two non-fiction books. Her most recent, The MomShift: Women Share Their Stories of Career Success After Children was described byThe Globe & Mail as a “Brash new take on Working Moms. Reva regularly writes on gender equity, talent optimization and the new world of her work. She's been featured on ABC’s 20/20, CBS Sunday Morning, CTV’s Canada a.m., The Steven & Chris Show, and her writing and ideas have been featured in Fast Company, The Atlantic, The Times (London), The Rotman School of Business, Canadian Business, The Globe and Mail, Elle Canada, The National Post, The Ottawa Citizen, Policy Options, Reader’s Digest, and Redbook, among others. Reva began her career as a lawyer on Bay Street. She attended the University of British Columbia (international relations) and holds an LLB from Western and an LLM (Trade & Competition Law) from Osgoode Hall. She is currently a Senior Associate at progressive think tank Canada 2020 and sits on Board of Trudeau Centre for Peace, Conflict & Justice at The University of Toronto. She is also the mother of three boys.

Jacqueline Thorpe Toronto Bureau Chief Bloomberg News Jacqueline Thorpe is Bureau Chief for Bloomberg News in Toronto, where she wrangles a team of 15 journalists covering markets, financial services, mining, telecom and technology, real estate and the First Word service of breaking news and insights. Prior to that she worked at Canada’s Financial Post newspaper for 13 years, as deputy managing editor as well as the paper’s economics columnist and reporter. Jacqueline worked for Reuters in London and Toronto in the 1990s and is a graduate of Carleton University’s School of Journalism. Follow her on Twitter at @jthorpe11.

Richard Yamarone Bloomberg Intelligence – Economics Richard Yamarone is an economist who has roughly three decades of experience on Wall Street and focuses on monetary & fiscal policy, economic indicators, fixed income, commodities, and general macroeconomic conditions. He writes for Bloomberg Intelligence – Economics providing commentary and analysis for Bloomberg Real Time Economics and Bloomberg Brief: Economics, Mr. Yamarone forecasts U.S. economic statistics and trends, builds macroeconometric models, and analyzes possible outcomes. He is the creator of the Bloomberg Orange Book -- a compilation of macroeconomic anecdotes gleaned from comments CEOs and CFOs made on quarterly earnings conference calls. The author of Trader’s Guide to Key Economic Indicators, Third Edition (Bloomberg Press, 2012), Mr. Yamarone is a member of the National Association for Business Economists, the American Economic Association, the New York State Economics Association and the Money Marketeers of New York University. He has won numerous accolades for his work, including being featured as one of the top 10 economists in the U.S. by USA Today in 2007 and “Nostradamus of the Financial Industry” by Bank Advisor in 2008 for his prediction of the financial crises.

Pricing

Half-Day Conference and Dinner Dinner-Only Executive Level $2,500 $2,000

One full table (10 tickets) to the CFA Society Winnipeg Women in Finance : Alpha & Gender Diversity Half-Day Conference and Dinner Preferred table labelled with company logo

One full table (10 tickets) to the CFA Society Winnipeg Women in Finance : Alpha & Gender Diversity Dinner Preferred table labelled with company logo

Director Level $1,000 $800 Four (4) tickets to the CFA Society

Winnipeg Women in Finance : Alpha & Gender Diversity Half-Day Conference and Dinner

Four (4) tickets to the CFA Society Winnipeg Women in Finance : Alpha & Gender Diversity Dinner

Associate Level $500 $400 Two (2) tickets to the CFA Society

Winnipeg Women in Finance : Alpha & Gender Diversity Half-Day Conference and Dinner

Two (2) tickets to the CFA Society Winnipeg Women in Finance : Alpha & Gender Diversity Dinner

Individual Tickets $250 (Member)

$275 (Non-Member) $175 (Student)

N/A

Prices include GST

For more information, please visit : www.cfasociety.org/winnipeg/