Work Together Soar Together

Thursday, September 29, 2016Metro Toronto Convention Centre

2016 Fall Conference

Work TogetherSoar Together

@ascend_canada #AscendCA2016

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Our mission• To enhance the presence, visibility and influence of current and

future Pan-Asian business leaders

• To develop the full potential of members by leveraging Ascend networks through mentoring and leadership programs

• To create awareness and eminence for our corporate partners while helping them to achieve their business, talent and diversity goals

Connect with us at www.ascendleadership.ca

Contact us at [email protected]

Watch us at www.youtube.com/AscendCanada

Follow us at ascend_canada

Like us at www.facebook.com/AscendCanada

Thursday, September 29, 20162016 Fall Conference

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Welcome to Ascend Canada’s 2016 Fall Conference.Every year, this is the time to celebrate what we’ve achieved and look ahead to build on our successes.

In just a few short years, our organization has built a network of influential leaders across Canada. Together with our sponsors and members, we continue to break down barriers and inspire action toward a more inclusive corporate Canada.

In the past year, our successes include:

• Growing our membership and welcoming new sponsors.

• Creating Student Chapters to build a pipeline of future leaders.

• Proudly launching the Chief Inclusiveness Officer forum to help organizations move the dial on diversity and inclusion.

While we have amazing momentum heading into 2017, we need to remember that we can’t achieve our objectives alone. With our mission to inspire action toward a more inclusive corporate Canada, our allies are essential to our success. Strong networks are critical in driving professional and organizational success. Therefore, this year’s conference, “Work Together, Soar Together,” will focus on collaboration and partnership with champions and allies to develop Pan-Asian leaders in the workplace.

With a goal to inspire action toward a more inclusive corporate Canada, this year’s conference will include panel discussions and workshops with influential leaders from different backgrounds discussing the impact of strong networks in driving professional and organizational success.

I hope you also take full advantage of the chance to mingle, learn, and connect with some of the top and future Pan-Asian business leaders in attendance.

Above all, I hope you have an enjoyable conference as we celebrate all that Ascend Canada's members, volunteers, executive sponsors, and partners have achieved over the past year. We truly did work together and soar together to get to where we are today and the future looks more promising and brighter than ever.

Kelvin Tran President and Chairman of the Board, Ascend Canada

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President's remarksKelvin Tran is Senior Vice President and Chief Auditor at TD Bank Group. Kelvin has overall responsibility for the planning, execution and reporting of audits, regulatory reviews and special projects. He is also responsible for the administration and staff management of this global function, with over 400 employees operating out of six locations around the world.

Kelvin has been with the Bank for over 16 years in progressively senior roles, including Head of Enterprise Decision Support, Treasury and Balance Sheet Management and Chief Accountant. Most recently, Kelvin was the Chief Financial Officer of TD Securities where he oversaw the day-to-day activities of its global finance departments, where he led the teams responsible for capital management, valuation policies, productivity, financial planning and management reporting, analysis and control.

Kelvin is Chair of both the TDBG Visible Minority Committee and the Diversity Leadership Council of the Office of the CFO. He is the founding President of Ascend Canada, a not for profit organization focused on developing Asian leaders. He is also a past member of the board of directors of the Canadian Diabetes Association and past chair of its audit committee.

Kelvin Tran SVP and Chief Auditor, TD Bank Group President and Chairman of the Board, Ascend Canada


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Agenda1:00 pm Registration

1:30 pm Introduction and Opening Remarks

2:00 pm Executive Panel: Work Together, Soar Together

3:15 pm Workshop Session #1

4:30 pm Workshop Session #2

5:30 pm Cocktails

6:30 pm Welcome Remarks

7:00 pm Ascend Talks

7:30 pm Entertainment

8:00 pm Closing

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Executive Panel: Work together, Soar Together

Influential leaders from different backgrounds will discuss the impact of successful networks in driving professional and organizational success. With a diversity and inclusions lens, the panel will address the challenges and best practices on how leaders can work together and help each other excel in their careers and help their organizations thrive.

Lesley LukPartner, KPMG LLP

Lesley is an audit partner in the Technology, Media and Telecommunications (“TMT”) practice in Toronto. She has over 13 years of experience and is well versed in IFRS, US GAAP and ASPE. Lesley also leads the deployment of Lean in Audit ™ in Toronto. She trains, coaches and helps her clients apply Lean concepts in assessing their day-to-day activities and in performing process walkthroughs.

Lesley provides financial accounting and audit services to a number of public and private companies. She brings diverse experience with a broad spectrum of companies in leading their global audit engagements, supporting the accounting treatment of complex financing and revenue transactions and providing critical advice on the potential accounting impact of management’s growth, financing and operational strategies.

Lesley has serviced a number of large public companies, private companies, government business enterprises and high-growth companies, and has experience working with private equity firms. Her clients includes Constellation Software Inc., Ontario Lottery and Gaming Corporation, Redknee Solutions Inc., NexJ Systems Inc, and Scribble Live.


Master of Ceremonies (Day Session) and Moderator of Executive Panel

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Panelists:

As Senior Regional Director with Catalyst, Vandana manages the relationships with Catalyst's supporting companies in Canada. As a trusted advisor, she coaches Canadian companies with respect to their strategies to advance women into leadership and create inclusive work environments where women, men, and all diverse groups can thrive. Internally, Vandana sits on Catalyst's Diversity & Inclusion Action Committee, Employee Resource Group Issues Specialty Team, and Catalyst Canada Honours Evaluation Committee, which works to select annual Champions of Inclusion from the Canadian business community.

Vandana has delivered Catalyst presentations, facilitated roundtables, workshops, and focus groups, and moderated panels in various locations including Canada (Toronto, Ottawa, Mississauga, Kitchener-Waterloo, Calgary, Vancouver, Montreal), the U.S. (New York, Boston, Chicago), and Australia (Sydney, Melbourne). She is a frequent speaker on a broad range of topics including: taking charge of your career, high potentials in the pipeline, biases/stereotypes and inclusive leadership, mentoring/sponsorship, engaging men as inclusion champions, work-life integration/flexible work arrangements, employee resource groups, and women on boards.

Prior to joining Catalyst, Ms. Juneja practiced law, following which she worked as a manager in the Global Diversity and Inclusion groups of two Canadian banks, where she focused on women’s initiatives and advising Employee Resource Groups. In pursuing her passion for empowering women, she has also worked as a Research Associate for the Pay Equity Task Force in Ottawa (Status of Women Canada), and travelled to Vietnam with an NGO in partnership with the University of Toronto to evaluate and report back on a micro-finance project designed to help women living in poverty to understand and enter the mainstream banking system.

Ms. Juneja has earned a B.Comm. from McMaster University, an MBA from the University of Windsor, and an LL.B. from the University of Ottawa.

Vandana JunejaSenior Regional Director, Catalyst Canada

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Javon began his career with TD Bank eight years ago as a part-time teller, and is currently a Product Manager in Credit Cards. After noticing the lack of Black professionals in influential leadership roles at the bank, he made a personal commitment to advance within the organization and serve as a role model for those around him. In his short time with the bank, Javon has worked in a variety of roles including, Financial Advisor, Management Associate and Social Media Manager. Javon also serves as a key member of TD's Black Employee Network and Visible Minority Committee, where he contributes to the professional development and advancement of his peers within the organization.

In addition to his full time pursuits at the bank, Javon has an entrepreneurial spirit and launched his own company, The Daring Collective (www.daringcollective.com) in November 2014. The Daring Collective (TDC) is a clothing company that specializes in men's accessories for the modern day gentleman providing a robust collection of lapel flowers, pocket squares, ties and more. TDC's mission is to start a movement, where men will put their best self forward every day and challenge those around them to do the same.

Javon is also dedicated to making an impact within the Black community, and currently serves as the President of CAUFP, Canadian Association of Urban Financial Professionals (www.caufp.ca). CAUFP is the preeminent centre of excellence in the Canadian Financial Services industry that supports educational advancement; promotes leaders from within the community and facilitates economic empowerment for Black professionals and the Visible Minority community at large. As President, Javon has worked diligently with the support of community and corporate partners to deliver high-caliber programming, forge new relationships and motivate members to achieve excellence through inspiration.

Javon FindlatorPresident, Canadian Association of Urban Financial Professionals


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Yan Xu is Senior Vice President and Chief Accounting Officer at Home Capital Group (HCG), Canada’s leading alternative lender. Yan is responsible for Home Capital's financial and regulatory reporting, accounting policy and advisory, taxation and accounting operations. Previous to HCG, Yan assumed progressively senior roles at TD Bank Group in areas such as management reporting, decision support, accounting advisory, and valuations across various businesses including Wealth Management, Insurance, Credit Cards, TD Securities and Corporate office. She also served as Special Assistant to CFO of TD Bank. Prior to TD, Yan worked and received her CPA, CA with PriceWaterhouseCoopers. Yan also has her CFA designation and a B.Com. from University of Toronto.

Yan is very passionate about promoting diversity and is a past Ascend Canada alum having served as VP of Operations from inception in 2011 to early 2016. She also served as board member of Spinal Cord Injury Ontario and chaired its Finance Committee from 2011 to 2014.Yan Xu

Senior Vice President and Chief Accounting Officer, Home Capital Group

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Workshop #1

Part 1: Why should I choose you?

What is it, at the core, that makes your business uniquely remarkable?

Clarity about who you are as an organization – what your “secret sauce” is – is the Holy Grail of every leader. Unfortunately, too many companies lack clarity about who they are, which causes a multitude of problems up and down the organization. Blueprint’s, public speaking presentation provides a simple solution to the clarity challenge faced by so many organizations. Having a clear, concise and compelling answer to the question "Why should I choose you?" – in 7 words or less – will give you complete clarity about who you are as a business and where you are going. It’s like the veil lifts and the fog clears for the leadership team and everyone else in the organization, and it will shape every area of the business, not just marketing and sales.


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Ian is a founding partner, along with Ken Aber, of Blueprint Business Architecture, a company that developed a proprietary new methodology for strategic planning. Ian has co-facilitated the creation of well over 200 Blueprints for companies large and small, helping them define what makes them uniquely remarkable at their core – in seven words or less – and using this clear, concise and compelling statement as the basis for the company's future.

About one quarter of Blueprint's clients are in the not-for-profit world, helping organizations such as hospitals, universities and special-purpose charities define their unique purpose and leverage that to increase donations.

Ian is the co-author of the book “Why should I choose you?” – Answering the single most important strategic question in business in seven words or less, which is published by HarperCollins.

Prior to Blueprint, Ian co-founded, and spent 15 years running YOUtv, a company that developed, sold and managed format licenses and marketing programs around the world for the “Speakers Corner” programming concept. In this capacity, Ian created branding, marketing and sales strategies for national broadcasters and local TV stations, including CBS, Fox, Post Newsweek and Meredith in the US, Flextech Television in the UK, Venevision in Venezuela, El Tiempo in Colombia, Jyrki In Finland, and Citytv, MuchMusic, CBC, and YTV. He also designed and executed branding, marketing and communications programs for Procter & Gamble, Bell, Warner Lambert, Labatt, Molson, Loblaws and The Lung Association in Canada, and Kroger and New York State Department of Health in the US.

Ian founded the Adopt An Athlete Foundation, which is now managed by the Canadian Olympic Committee.

He has a BA in Social Psychology from the University of Waterloo.

Ian ChamandyFounding Partner, Blueprint Business Architecture

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Ken began his career in Strategic Market Services at Vickers & Benson, a Canadian advertising agency. His first assignment was determining the “Treat of the Week” for McDonalds, which involved sitting with children and observing their behaviour when presented with different toys. As a result of his observations, he took on the role of negotiating with toy manufactures to secure the best price per toy for McDonalds.

Following V&B, Ken joined Harrison, Young, Pesonen & Newell, beginning as a media buyer, then planner, account director, director and then partner/president. During this time, he shifted how plans were created and media was bought. Through his clients, he bought rights to media properties (e.g., Blue Jays, Maple Leafs, Raptors) and created media properties (e.g., Rosie O’Donnell Show, Transformers). Clients included Labatt, Cara Foods (Swiss Chalet and Harvey’s), and American Express.

After leaving HYPN, Ken co-founded Blueprint Business Architecture with Ian Chamandy, to help organizations large and small – including charities, hospitals and universities – create clarity around who they are and their core value to their stakeholders.

Ken has an MBA from Harvard. He sits on the boards of Women’s Brain Health and Stratford Festival.

Ken AberFounding Partner, Blueprint Business Architecture

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Part 2: Leadership and Connectivity

In this highly interactive session, Robin will lead the discussions on how you, our leaders, leverage connectivity to create bridges across organizational levels, ignite your thinking on opportunities to increase revenue, and develop your organizational sustainment competencies and capabilities. You will develop your personal and organizational framework for influencing digital storytelling, construct favourable omni-channel opportunities, and build a strategy for your workplace 2020.

Dr. Robin Yap is an executive coach and organizational knowledge strategist enabling stellar performance by leveraging omni-channel technology, social collaboration, and new ways of learning. He is a Senior Partner at the Centre for Social Learning and Research based in Toronto, Canada. He is also a professor for the Centre for Business, George Brown College. His previous roles include Head of Learning and Development at TD Bank and senior learning consulting roles in Fortune 500 companies like Sun Microsystems, TELUS, and Accenture. Robin has more than two dozen peer-reviewed article publications and has spoken at conferences and universities around the globe including Oxford Brookes, UK; New York University, Stern Business School; Columbia University Teacher’s College, NY; Universidad de Catalunya, Barcelona; International Christian University Tokyo; Maastricht University, Netherlands. He was a key USA delegate for the development of the International Standards Organisation’s ISO/TC 232 Learning Services standards. Robin was the IP director for the International Board of Standards for Training, Performance and Instruction and is currently the chair for the Institute for Performance and Learning Research Committee. He was a featured guest at CNN-Asia on his work on Leadership, Social Media and Corporate Social Responsibility. He was also a guest at CBC-Toronto and CBC-Kitchener/Waterloo Metro Morning on the intersection of performance and mobile workforces.

Robin YapMSc, LLB, DM Executive Coach and Organizational Knowledge Strategist


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Workshop #2

Part 1: Internalizing Bias

Bias affects our experiences as leaders in three primary ways: we judge others based on our biases; we are on the receiving end of others’ biases; and we internalize the biases that come our way.

As professionals of colour, we are significantly impacted by this third aspect of bias – many of us have internalized the negative messages we continue to receive about who we are. This shows up in the form of self-limiting beliefs and behaviours including the impostor syndrome, negative self-talk, and hesitancy in reaching for opportunities, speaking up, and getting noticed – which in turn limits our advancement.

How can we unlearn the negative messages that we have come to believe about our abilities as leaders? Most importantly, how can we learn to bring our differences to bear while advancing in our careers?

Ritu Bhasin is a globally recognized leadership and inclusion expert with a mission to create a more inclusive and empowered world. Through her work, Ritu champions inclusive leadership within organizations and empowers women and diverse professionals to choose authenticity while achieving success. Ritu has won numerous awards for her efforts, including the City of Toronto’s William P. Hubbard Award for Race Relations in 2014. Her first book will be released in 2017.

Ritu BhasinLeadership and Inclusion Expert

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Part 2: Political Savvy

Understanding organizational politics is essential to managing one’s career and interacting effectively with our business environment. In this workshop you will learn how to sharpen your political skills and feel empowered to use them. We will discuss how to:

• Influence and manage people’s perception of you and your ideas

• Convert opponents into allies

• Manage outcomes before they are insights

• Have your ideas heard and present them in an effective way

Monica Foley is a Senior Associate Consultant with Lee Hecht Harrison Knightsbridge based in Toronto. She attributes her success as a senior business leader and executive coach to three characteristics: Candor, Resilience and Curiosity.

Her education and background as a business leader have informed her unique coaching style. She knows that to bring the best to the business you need to be self-aware, engaged fully in the enterprise with urgency and flexibility and have these attributes supported by the competencies necessary for success. She is fearless in challenging senior executives and their teams to achieve their potential and add tangible value in their respective environments.

Monica enjoyed a lengthy and successful career in marketing and sales in the technology and consulting sectors. She has worked in global enterprises, and in entrepreneurial ventures. Her personal brand recognizes innovativation, launching new products and markets. Monica’s is a real world approach. Her practical experience with complex business situations makes her a quick study and she appreciates the day to day stressors and challenges executives encounter. Her clients are in the financial sector, technology, manufacturing, professional services, healthcare and government.

Monica is enthusiastic and embraces Politics in the Workplace, Generational Issues and their impact on society. She is a compelling speaker on the new face of retirement. Her undergraduate degree is in Communication and Media Studies (Concordia, Loyola). She is a certified coach in the International Coaching Federation. Her post graduate studies include Positive Psychology, Studies in Purpose and Meaning; Palliative Care and Grief Counselling.

She is a Trustee of Grandview Children’s Centre, and serves on the board for the Ontario Association of Children’s Rehabilitation Services. She is a past board member of ALS Canada, and Founder and past board member of Evergreen Hospice (Markham Stouffville Hospice).

Monica FoleySenior Leadership Coach and Senior Associate Consultant, Political Savvy


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Master of Ceremonies – Evening Session

Entertainment

Jake Dheer is Senior Manager at Rogers Media Inc.. He served as Chairman of Carassauga in 2001 and 2002, Mississauga Board Of Trade in 2008, Mayor Hazel McCallion’s Gala for the Arts, Culture and Heritage in 2010, Sheridan College’s Big Picture Gala in 2010 and 2012, and Heritage Mississauga’s annual awards in 2013 – 2016. Jake remains a strong community activist and contributes in a leadership capacity on boards of several organizations including City of Mississauga’s Economic Development Advisory Board, Mississauga Chinese Business Association, Trillium Health Partners Foundation, Heritage Mississauga, Mississauga Tourism West Toronto Advisory Board, Mississauga Sports Council, Legends Row, Community Living Mississauga Tribute Dinner Committee, United Way of Peel Region, William Osler Health System Foundation’s President’s Advisory Council, International Film Festival of South Asia, and Volunteer MBC to name a few. He is also the Honourary Chairman for the Alzheimer Society of Peel.

Jake has been honoured with numerous awards and recognition in the broadcast industry and for his volunteer community engagement and humanitarian work including being named Mississauga's 2005 Citizen Of The Year, 2009 Paul Harris Fellowship from Rotary International, 2015 Melvin Jones Fellowship from Lions International, Queen’s Diamond Jubilee Medal in 2012, Ted Rogers Innovation Award in 2011, Mississauga Board of Trade’s Employer Of The Year 2012 and, in 2013, was named one of Mississauga’s Top 30 Most Influential people by Mississauga≈News.

Jake DheerSenior Manager, Rogers Media Inc.

Ali Hassan is a Stand-Up Comedian and Canadian television and radio personality. He is the host of Laugh Out Loud on CBC Radio and SiriusXM and has performed at the Just for Laughs Festival, JFL42, the Amman Stand-Up Comedy Festival and most recently, the Edinburgh Festival in Scotland. In 2017 he will be touring his solo show Muslim, Interrupted across Canada. His film work includes the movies Breakaway and Goon, and Ali can be seen on television right now in recurring roles on the hit show Man Seeking Woman (FX) and Odd Squad (PBSKids), and in the upcoming CTV series, Cardinal.

Ali HassanStand-Up Comedian

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Gurdeep Ahluwalia was born and raised in Toronto. After attending McMaster University, where he was the Sports Editor of his campus newspaper and hosted a show on campus radio CFMU 93.3, Ahluwalia began internship positions at TSN, The Score and The Hockey News. After a couple of years learning the biz behind the scenes, Ahluwalia started on air in 2007 on Rogers TV Peel hosting "Daytime," a daily morning show.

After one season, Ahluwalia was picked up by Rogers TV Toronto to host/produce/report on sports, primarily hosting Toronto Marlies games and hosting "Toronto Sports Show" – a weekly call in program.

In 2009, Ahluwalia got his big break, getting hired by CP24 as a weather/traffic reporter. Over his five years at CP24, Ahluwalia steadily progressed from weather and traffic to helicopter traffic, general news reporting, anchoring, special events coverage including the G20, the Olympics, municipal, provincial and federal elections, hosting the Pride and Caribana parades, and eventually becoming the host of CP24Breakfast Weekend. The only job he didn't do there was hosting the Monday to Friday CP24 Breakfast shows.

In 2013, Ahluwalia accepted an offer to go national as a host with TSN's SportsCentre. He spent three years there, hosting TSN's March Madness coverage, as well as Off The Record, and a number of TSN Hockey broadcasts. In the summer of 2016, Ahluwalia accepted an offer to return to CP24 to become the anchor of the Monday to Friday CP24 Breakfast shows.

Gurdeep AhluwaliaAnchor, CP24 and TSN

Ascend Talks

Be inspired by prominent leaders sharing their stories, their views on diversity and their experiences on the theme of “Work Together, Soar Together”. Find out what it takes to stand out and be extraordinary from those who have dared to dream.


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Sohana Inderlall is Vice President, Compliance for TD Global Wealth. She is responsible for delivering a best in class Compliance program by providing strategic direction, effective challenge and oversight to TD's wealth business in order to manage regulatory risk. Sohana has expertise in improving key control areas, including risk identification and assessment, monitoring and supervision, testing, analytics and governance. She has extensive experience working with Global Banks, securities dealers, asset managers and trust companies.

Prior to joining TD, Sohana was a Partner in the financial services practice at Ernst & Young in Toronto, specializing in banking and asset management. Her professional experience in financial services spans South Africa, the UK, the US and Canada having served banking, brokerage and investment management clients in those countries. She is a Chartered Accountant in Canada and South Africa with expertise in accounting and regulatory aspects of the financial services industry.

Sohana is the Executive Sponsor and Chair of TD's Global Compliance Diversity Committee. She is a member of the board of directors of Ascend Canada, a not for profit organization dedicated to enhancing the presence, visibility and influence of current and future Pan-Asian business leaders. She is also a past board member and audit Committee Chair of the Canadian Mental Health Association – Halton Region.

Sohana Inderlall VP Compliance, Global Wealth, TD Bank Group

Closing Remarks – Evening Session

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Upcoming Events

A preview of what lies ahead for 2017 as part of the Ascend Canada programming line up:

Ascend Annual Gala Celebrate the successes of highly influential leaders and rising Pan-Asian Stars in corporate Canada

Annual Golf Tournament Meet other Pan-Asian leaders over a game of golf. Beginners are welcome

Executive Insight Series Learn about how to tackle workplace challenges as a Pan-Asian

Mentoring and Networking Events

Build on your leadership skills, while meeting like-minded senior leaders and executives from different industries

Leadership Seminars Gain new skills with seminars on Negotiation, Executive Presence, Emotional Intelligence, Millennial Insights and Managing Up

Industry Workshops Interact and learn about the career paths of senior leaders over engaging workshops focused on the latest industry trends in Real Estate, Innovation and Big Data

Annual Fall Conference Gather with other Pan-Asian leaders to connect, aspire and Ascend.

Notes

Notes

Notes

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Our Sponsors

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September 15, 2015

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BMO brand toolkit: Our visual style

Our logos don’t work alone to shape what looks “unmistakably BMO.”

See the BMO brand toolkit: Our logos and identifiers for more information on our logos.

Logos Colours Fonts Graphic elements Photography

Together with our brand building blocks, our logos inspire the foundation that our visual style builds off of.

When we use the elements of our visual style consistently across our entire organization – and across all touchpoints – we will together be creating a powerful cumulative impression. It’s an impression that will have a much greater impact than any single item. Each group within BMO, each initiative, each channel will reinforce the others.

Our visual style elements can be divided into the four key categories shown here. Sometimes we only work with one or two of these. Other times, we bring them all together.

How we work with these elements in a way that maintains clear and straightforward, brand-aligned communication is something that takes practice and dialogue. By bringing your interpretations and ideas forward, we can continue to shape and refine this system and find the right balance between a recognizable brand style and innovative, customer-inspired approaches.

Beyond our logos

Our brand style helps communicate our message (cont’d)

Documents

Work Together Soar Together