WOMEN GENERAL
COUNSEL CANADA

Your Account

 Connect with Us

GCU Session Details

Click the quick links below to take you directly to the session information

Korn Ferry Professional Development Assessment & Foundational Training in Korn Ferry Competencies

Facilitated by: Cleo Kirkland & Kendra Marion, MASc. ACC, Korn Ferry

Competencies
Aligns Execution: Planning and prioritizing work to meet commitments aligned with organizational goals.
Collaborates: Building partnerships and working collaboratively with others to meet shared objectives.
Cultivates Innovation: Creating new and better ways for the organization to be successful.
Develops Talent: Developing people to meet both their career goals and the organization’s goals.
Directs Work: Providing direction, delegating, and removing obstacles to get work done.
Drives Results: Constantly achieving results, even under tough circumstances.
Engages and Inspires: Creating a climate where people are motivated to do their best to help the organization achieve its objectives.
Global Perspectives: Taking a broad view when approaching issues, using a global lens.
Instills Trust: Gaining the confidence and trust of others through honesty, integrity, and authenticity.
Managing Ambiguity: Operating effectively, even when things are not certain or the way forward is unclear.
Situational Adaptability: Adapting approach and demeanour in real time to match the shifting demands of different situations.
Strategic Vision: Seeing ahead to future possibilities and translating then into breakthroug
h strategies.

YOUR FACILITATORS

Cleo Kirkland is the Managing Partner of Korn Ferry's Toronto and Montreal offices and is a key member of the Firm's Financial Services Practice.

Cleo has led hundreds of general counsel, chief compliance officer, corporate secretary, chief risk officer and other senior in-house legal, compliance, risk and executive searches. Much of her time is spent advising leading Canadian and International law firms on succession planning, expansion and targeted lateral partner recruitment. She is also actively involved in broader firm-building activities, including serving on the North American Promotions Committee, acting as a faculty for new partner training and leading development sessions for consultants across lines of business. She also sits on the Participant Approval Committee for the Catalyst Women On Board Program.

Cleo is a lawyer and before starting her career in search, she practiced commercial litigation. She holds a bachelor of arts in philosophy and music (with First Class Honours) from Queen's University and both civil and common law degrees (with Distinction) from McGill University. She was admitted to the Ontario Bar in 2004.

Kendra Marion  co-leads Korn Ferry's North American Search Assessment practice. In this role she assesses executives and consults with clients to identify the most qualified candidates for the key roles that drive the success of their organizations. In addition to selection, she leverages her psychology and assessment expertise to coach executives offering insight and feedback and helping them to accelerate into new positions.

Kendra is a specialist in understanding the way talent management supports organizations. She has diverse career experience, working in the public sector as well as the private resource sector in talent management and leadership development. Prior to joining Korn Ferry, she worked for a mining organization where she created and managed leadership development initiatives globally. With over 17 years' experience in talent management, executive assessment and career placement, Kendra approaches assessment and coaching with a strong sense of the skills required for leaders to succeed. 

Kendra holds a Master of Applied Science degree in Industrial/Organizational psychology from the University of Waterloo and an Honours B.A. in Psychology from Wilfrid Laurier University. She is also an ICF credentialed coach. She is fluent in English and Portuguese, and has lived in countries on three continents.


THOUGHT + RESULTS + Competencies

Facilitated by: Cleo Kirkland & Kendra Marion, Korn Ferry

Competencies
Aligns Execution: Planning and prioritizing work to meet commitments aligned with organizational goals.
Directs Work: Providing direction, delegating, and removing obstacles to get work done.
Drives Results: Constantly achieving results, even under tough circumstances.
Cultivates Innovation: Creating new and better ways for the organization to be successful.
Global Perspectives: Taking a broad view when approaching issues, using a global lens.
Strategic Vision: Seeing ahead to future possibilities and translating then into breakthrough strategies.

YOUR FACILITATORS

Cleo Kirkland & Kendra Marion  - bios above


Being the Change: Trailblazing Women Legal Leaders

Facilitated by: Christine Holmes, LL.B, J.D., LawyersInHouse.com

Leadership is a verb, not a noun; it is an action, not a person. Leadership is an ability, a power; it is not a title or a promotion. This course will focus on several of the key competencies (as noted below) needed for Women General Counsel to further their evolution and confidently own their leadership tools. Through the lens of inclusion and innovation, we will discuss the challenges women have faced in law, achievements to date, and where work remains to be done. Specifically, we will focus on:

  • Imposter Syndrome – walking through our self-doubt
  • Sharing Our Stories – seeing how far we have come, individually & collectively
  • Managing Challenges & Obstacles – tips to build courage, evolve skills
  • Myth Busters – a balanced life, pay equity, no more glass ceiling
  • Where are we today – is it where we need to be?

This module will ignite the discussion of where we have been, where we are going, and the skills we need to continue to transform ourselves as leaders in organizations as well as leaders in our profession.

Competencies
Collaborates: Building partnerships and working collaboratively with others to meet shared objectives.
Innovation:
Creating new and better ways for the organization to be successful.
Engages and Inspires: Creating a climate where people are motivated to do their best to help the organization achieve its objectives.
Strategic Vision: Seeing ahead to future possibilities and translating then into breakthrough strategies.

YOUR FACILITATOR

Christine Holmes is the CEO and Founder of LawyersInHouse.com (“LIHDC”), a full-service, virtual law firm comprised of former in-house counsel. Having served as in-house counsel to national and global companies, LIHDC speaks the language of business and understands the critical factors that keep General Counsel up at night. Delivering astute, business-minded solutions that exist in an operational context, not a legal vacuum, LIHDC’s approach transforms legal services from a cost centre to a value centre. Christine founded LawyersInHouse.com to be the change she wanted to see in the legal world, a rethinking of the way law firms are structured and how lawyers work. LIHDC defines success, not by address, office size or billable hours, but as the ability to assist in-house departments in achieving their goals. LIHDC is committed to increasing diversity and inclusion in the legal industry by creating an alternative way for lawyers to practice law and by providing accessible legal services to traditionally under-serviced members of the community. Prior to founding LIHDC, Christine held in-house positions at Cineplex Entertainment and PepsiCo.

PANELISTS

The Honourable Suzanne Duncan was appointed to the Supreme Court of Yukon in 2018. Prior to her appointment, Chief Justice Duncan was the in-house legal counsel for the Kwanlin Dün First Nation government.

Previously, she worked for the Department of Justice in Toronto in 2001, before transferring to Whitehorse in 2006. Throughout her time in practice in Yukon, Chief Justice Duncan gained extensive litigation experience before Yukon courts, with a focus on Aboriginal law and Crown liability. From 1993 to 2000, she was an associate and then partner with McCarthy Tétrault in Toronto. During this time, she handled a range of labour law and civil litigation matters, and also developed an immigration practice, including representing refugee claimants on a pro bono basis.

Chief Justice Duncan has served on the Executive of the Law Society of Yukon, as First Vice-President and Chair of Discipline. She has been a member and Chair of the Board of Directors of the Yukon Legal Services Society, working to improve access to justice for people with low and modest incomes in Yukon. In 2018, she was appointed Chair of the Yukon Employment Standards Board, which hears appeals and provides recommendations on the minimum wage amount in Yukon. Chief Justice Duncan previously served on the board of the Homes First Society, an agency in Toronto that provides stable shelter and support to individuals who are among the hardest to house. She is also a co-author of the book The Law of Privilege in Canada. She received a Bachelor of Arts from Queen’s University in 1982 and a Bachelor of Laws in 1985, as well as a Master of Laws from Osgoode Hall Law School in 2000. Chief Justice Duncan was called to the Yukon Bar in 2004.

Cleo Kirkland bio above.

Karin McCaskill is Co-owner and Chair of Tuck Shop Trading Co. Limited, a Toronto-based retail clothing business founded in 2013 and focused on Canadian design and manufacture inspired by city and cottage living; as well as the owner, Woodlawn Consulting Ltd., founded 2021. Since June 2020 she has been the Director & Chair Nominating and Governance Committee, The Valens Company.

EMPLOYMENT HISTORY
Sobeys Inc. / Empire Company Limited: Sobeys Inc. Senior Vice-President and General Counsel (2002 – 2018); Sobeys Inc. Corporate Secretary (2005 – 2018); Empire Company Limited Corporate Secretary (2007 – 2018); Empire Company Limited Senior Vice-President and General Counsel (2012 – 2018)

Stewart McKelvey (Halifax): Associate (1980 – 1986); Partner (1986 – 2002)

EDUCATION
Western University, Ivey Business School (Honours Business Administration, 1975); Osgoode Hall Law School (LLB, 1978).

LAW-RELATED VOLUNTEER ACTIVITIES
Canadian Bar Association (1990s): Two-year term as Chair of the Nova Scotia Labour and Employment Law Section, and six years on the Executive of the National Labour and Employment Law Section including a two-year term as Chair. Canadian Association of Counsel to Employers (early to mid 2000s): One of the founders and first directors. Association of Canadian General Counsel (2004 – 2018): Several executive roles including President. Stepping Up (to be General Counsel) Advisory Board (2013 – 2017): Board member

WORKSHOP FACILITATORS

Kathleen Flynn is a seasoned legal executive and board member, with over 36 years of experience both in private practice and in-house roles. Most recently she was Executive VP, Real Estate, General Counsel and Corporate Secretary of Indigo Books & Music Inc.

As a member of the executive leadership team at Indigo (a publicly traded company and employer to 6,500 across Canada) Kathleen led throughout periods of significant transformation of the book business, which has included the advent of e-reading; the launch, development and ultimate sale of Kobo, now a global e-reading company; and the development and expansion of a successful general merchandise business.

Kathleen joined Indigo in February 2000 and for almost 19 years played a key role in providing legal, regulatory and corporate governance support to Indigo, its subsidiaries, its Board of Directors and the Indigo Love of Reading Foundation. Kathleen served as a Board Director for the Calendar Club joint venture and also served as a member of the Board of Directors of the Indigo Love of Reading Foundation.

Currently Kathleen is a Board Director and Secretary for the National Board of Habitat for Humanity and serves as Board Governance Director and Secretary for Alpine Ski Club of Toronto. She also participates as a Mentor of in-house and general counsel through each of the Women’s Law Association of Ontario and Women General Counsel Canada and is a Mentor with the Girls on Boards Program through Fora Network for Change.

Kathleen holds an LLB degree from Queen’s University and an LLM from York University (Osgoode Hall). She has held teaching positions at both the University of Toronto School of Management and Seneca College School of Legal and Public Administration.

Deborah Greenberg is an experienced executive and passionate leader. Most recently she was the Chief Information Officer at Canada Mortgage and Housing Corporation (CMHC) where she was responsible for furthering the technology and business transformation, and driving the digital strategy of the company, to ensure that technology underpins every aspect of the business to enable the achievement of the corporate strategy.

Deborah joined CMHC in 2017 as Chief Legal Officer and Corporate Secretary. In that role, she was responsible for the development and oversight of the overall legal and governance framework for CMHC’s operations. Prior to joining CMHC, Deborah was the General Counsel at Aimia (Aeroplan). Deborah started her law career at Davies Ward Philips & Vineberg LLP, and left private practice to serve as legal advisor for various businesses, including Air Canada. In 2007, she joined Aeroplan where she practiced in a variety of areas, and was a member of the Executive Leadership Team. Prior to her career in law, Deborah held various positions in marketing and advertising, including several years as the director of marketing for a private-label health and beauty manufacturer.

In 2014, Deborah won the prestigious Global Counsel Award in the General Commercial Law Category. In 2016, Deborah was listed among the top 100 Canadian general counsel on the GC Powerlist, which recognizes corporate counsel who drive the legal business forward and in 2019, Deborah and her legal team at CMHC were listed on the GC Powerlist, Teams (Canada). Also in 2019, Deborah was listed among the Top 25 most Influential Lawyers in Canada by Canadian Lawyer Magazine. In 2021, she was short listed for the Canadian General Counsel Award in the category of Business Achievement.

Deborah holds Bachelor’s degrees in Civil and Common law from McGill University, a Graduate Management diploma from McGill University, as well as a Bachelor’s degree in Psychology from Carleton University. She has also obtained her ICD.D designation. She is a member of the Board of Women General Counsel Canada, where she is also chair of the Quebec region and acts as a mentor for new and aspiring women general counsel.

Cleo Kirkland bio above.


Design Thinking for GCs - Using Design Thinking to Solve Business Problems and Drive Innovation

Facilitated by: Gillian Scott, Partner Innovative Technologies, Osler and Jennifer Thomson, Head, Osler Works – Disputes, Osler

Designed for in-house counsel, this session will provide an introduction to design thinking methodology and how to use it as a process for creative thinking and problem solving. You will learn how a human centered approach to solving business problems using the principles of design thinking including empathy, problem definition, ideation, prototyping and iteration.

Competencies
Aligns Execution: Planning and prioritizing work to meet commitments aligned with organizational goals.
Cultivates Innovation: Creating new and better ways for the organization to be successful.
Drives Results: Constantly achieving results, even under tough circumstances.

YOUR FACILITATORS

In her unique role, Gillian Scott provides strategic leadership on the assessment, development, staffing, pricing, launch, sale, and scale of Osler’s innovative legal products and service offerings. Through the Osler Workshop, Gillian focuses on transforming the business of law and providing maximum value to clients by addressing their pain points and service gaps through innovative products and packaged services, including Osler DashTM and Osler ACTionTM.

Gillian’s 15 years as a commercial litigator and litigation partner at Osler, and three years in Client Development inform her understanding of client challenges and business objectives, and approach to developing and delivering customer-focused products and service offerings. Read more

Jennifer Thompson is the Head of Osler Works – Disputes, which houses Osler’s Discovery Management Services, along with many other innovative litigation solutions. Jennifer’s previous commercial litigation, project management and knowledge management experience make her uniquely positioned to facilitate Osler’s efficient and effective delivery of cutting-edge legal services. Jennifer and her team accomplish this by working with all members of the Litigation Department to ensure that the legal, intellectual and practical expertise of each member is captured and readily accessible to all legal professionals at Osler. Jennifer also leads the continuous assessment and development of legal technology in the Litigation Department and facilitates the education and training of Osler litigators and clients with respect to new developments in this area. Read more




GC AS ENTREPRENEUR

Facilitated by: Gary Kalaci, CEO, Alexa Translations

GCs are no longer just providing legal solutions, but are expected to contribute to the business with broader advice and strategies that help advance the goals of their organizations. This means that GCs have to think more like entrepreneurs and business leaders. In this session, we will discuss the following topics:

  • How to be more entrepreneurial with your respective legal teams and how to integrate their focus the legal team's focus on advancing the vision of the business;
  • How to promote a culture of innovation, including how to select and introduce new technologies, prepare for their adoption, and ensure effective implementation;
  • Best practices when managing global and multicultural legal teams, and how those teams can be an asset to the business.

Competencies
Cultivates Innovation: Creating new and better ways for the organization to be successful.
Global Perspectives: Taking a broad view when approaching issues, using a global lens.

Your Facilitator

Gary Kalaci is the CEO and founder of Alexa Translations, an international translations’ company, as well as Alexa Translations AI, an artificial intelligence machine translation company. With more than 20 years of experience as an entrepreneur, Gary has consulted, managed translations, and cultural consulting projects for a variety of clients including major international law firms, financial institutions, government organizations and Fortune 500 companies.

Gary is an Ontario lawyer, and has taught “Dynamics of Business Negotiations” as a sessional professor for MBA students at the University of Windsor. As the recipient of the Toronto Board of Trade Business Excellence Award, the Windsor-Essex Chamber of Commerce's Rising Star Award, the Thérèse Casgrain Volunteer Award and the University of Windsor’s Alumni Association Odyssey Award, his work as an entrepreneurial leader and as an active professional in the community has been recognized by a variety of organizations. He currently sits on the Board of Directors of Junior Achievement Americas, and is the founder and chair of Golden Future - South Africa. He is the former President of Eastern Canada for the Legal Marketing Association and previously sat on the board of Junior Achievement Canada, the the University of Windsor, United Way, the AIDS Committee, as well as the section executive of the Canadian Corporate Counsel Association.

Gary has a Bachelor of Science and a combined JD and MBA degree from the University of Windsor.


Getting Back to the Middle

Facilitated by Peter Carayiannis, Conduit Law Prof. Corp.

This session will analyze the regular struggle for in-house counsel to prioritize work, differentiating between the regular work that is core to the business, and key to the success of the company, and the outlier work that, while still important, is does not recur within the business and is not critical to the ongoing success of the business.

There will be in-depth discussion on:

  • Work prioritization
  • Time management
  • The Intra-preneur (or GC’s working with an entrepreneur’s mindset)
  • Outsourcing, including major considerations in outsourcing work, the nature of work to be sent to external providers and a brief discussion on fee arrangements

The session will canvas best practices around the assignment of delegation of work (internally and externally), together with a discussion of potential approaches to legal automation. Finally, with respect to work delegated to external service providers, we will discuss the value of KPI’s and high frequency reporting.

Competencies
Cultivates Innovation: Creating new and better ways for the organization to be successful.
Directs Work: Providing direction, delegating, and removing obstacles to get work done.

Your Facilitator

Peter Carayiannis is the president of Conduit Law, a leading alternative model law firm. After practicing law for several years at one of Canada’s largest national law firms as a corporate lawyer, Peter set out to build a new model of law firm focused on finding more efficient and effective ways of working with his clients and to deliver quality legal services to Canadian businesses. It was this experience of delivering on-site and on-demand legal services that would lead to the founding of Conduit Law. He has also worked closely with the LegalTech community in Canada and is a frequent speaker on entrepreneurship and innovation, especially as it applies to the practice and business of law. He has spoken at numerous conferences and events in the US, Canada and Europe.

Peter attended Osgoode Hall Law School, Toronto, Ontario, 1997; Michigan State University, Juris Doctor, Cum Laude, 1996; University of Toronto, BA (Honours), 1992, and is currently an active member of both The Law Society of Upper Canada, (admitted 1999); and the State Bar of Michigan, (admitted 1996).


PEOPLE + SELF + Competencies

Facilitated by: Cleo Kirkland & Kendra Marion, Korn Ferry

Competencies
Collaborates: Building partnerships and working collaboratively with others to meet shared objectives.
Develops Talent: Developing people to meet both their career goals and the organization’s goals.
Engages and Inspires: Creating a climate where people are motivated to do their best to help the organization achieve its objectives.
Instills Trust: Gaining the confidence and trust of others through honesty, integrity, and authenticity.
Managing Ambiguity: Operating effectively, even when things are not certain or the way forward is unclear.
Situational Adaptability: Adapting approach and demeanour in real time to match the shifting demands of different situations.

YOUR FACILITATORS

Cleo Kirkland is the Managing Partner of Korn Ferry's Toronto and Montreal offices and is a key member of the Firm's Financial Services Practice.

Cleo has led hundreds of general counsel, chief compliance officer, corporate secretary, chief risk officer and other senior in-house legal, compliance, risk and executive searches. Much of her time is spent advising leading Canadian and International law firms on succession planning, expansion and targeted lateral partner recruitment. She is also actively involved in broader firm-building activities, including serving on the North American Promotions Committee, acting as a faculty for new partner training and leading development sessions for consultants across lines of business. She also sits on the Participant Approval Committee for the Catalyst Women On Board Program.

Cleo is a lawyer and before starting her career in search, she practiced commercial litigation. She holds a bachelor of arts in philosophy and music (with First Class Honours) from Queen's University and both civil and common law degrees (with Distinction) from McGill University. She was admitted to the Ontario Bar in 2004.

Kendra Marion  co-leads Korn Ferry's North American Search Assessment practice. In this role she assesses executives and consults with clients to identify the most qualified candidates for the key roles that drive the success of their organizations. In addition to selection, she leverages her psychology and assessment expertise to coach executives offering insight and feedback and helping them to accelerate into new positions.

Kendra is a specialist in understanding the way talent management supports organizations. She has diverse career experience, working in the public sector as well as the private resource sector in talent management and leadership development. Prior to joining Korn Ferry, she worked for a mining organization where she created and managed leadership development initiatives globally. With over 17 years' experience in talent management, executive assessment and career placement, Kendra approaches assessment and coaching with a strong sense of the skills required for leaders to succeed. 

Kendra holds a Master of Applied Science degree in Industrial/Organizational psychology from the University of Waterloo and an Honours B.A. in Psychology from Wilfrid Laurier University. She is also an ICF credentialed coach. She is fluent in English and Portuguese, and has lived in countries on three continents.


Global Mindset: Approaches to Working, Leading and Managing Globally

Facilitated by: Keya Dasgupta, Head of Learning & Development, Norton Rose Fulbright

During this discussion you will hear from our panel about how they developed their global network both internally and externally to their organizations. They will share experiences and stories of why this has been an advantage to their work and careers and pitfalls they faced as they navigated global complexities and cultural competence. Learn from each other and the panel in break-outs about sponsorship and mentorship and what to bear in mind when leading and managing global remote or hybrid teams.

Competencies
Develops Talent: Developing people to meet both their career goals and the organization’s goals.
Engages and Inspires: Creating a climate where people are motivated to do their best to help the organization achieve its objectives.
Global Perspectives: Taking a broad view when approaching issues, using a global lens.
Instills Trust: Gaining the confidence and trust of others through honesty, integrity, and authenticity.
Strategic Vision: Seeing ahead to future possibilities and translating then into breakthrough strategies.

YOUR FACILITATOR

Keya Dasgupta, Head of Learning & Development, Norton Rose Fulbright. As head of learning and development in Canada, Keya leads a national team of in-house trainers in both professional skills and technology learning. Keya sets and executes our continuing professional development strategy for legal and business services talent. She has over a decade of experience designing and delivering professional skills programs, providing executive coaching on management, leadership and communication skills, and speaking at legal and professional development industry conferences.

Prior to joining us, Keya practised as a civil litigator, both in intellectual property and general commercial litigation. She has appeared before the Federal Court of Canada in complex patent litigation matters and before the Ontario Superior Court in commercial litigation disputes. Her years of practice have given her insight into the learning and development needs of people in the professional services sector.

PANELISTS

Terra Rebick, Deputy General Counsel, Thomson Reuters. With over 20 years of experience as a corporate commercial lawyer, Terra is an execution-driven, customer-focused leader with strong business acumen and management skills. Terra's strengths lie in influencing stakeholders, empowering teams, building trust and delivering on change and innovation agendas. Terra is a growth-minded, agile leader, with a customer-first, problem solving mindset. Terra has provided legal advice to a broad range of clients both in-house and at two of Canada's top law firms.

Emily Wesson, Associate Director, Legal Project Management, Norton Rose Fulbright. Emily leads the Canadian legal project management (LPM) function. This national team provides project management services and support to the firm and its clients. She is responsible for ensuring the firm's legal service delivery model aligns with the changing expectations of our clients by providing a structured approach to planning, pricing and managing legal work. The LPM team actively oversees several global client portfolios. She helps the firm manage client relationships through up-front planning and transparent reporting.

Alison Babbitt, Partner, Norton Rose Fulbright. Alison is a project finance lawyer focused on mining, renewables and clean technology sectors. Having previously worked in our London and Bahrain offices, and now located in Canada, she has significant experience advising on both domestic and multi-jurisdictional international projects. She is an organized, solutions-oriented lawyer with a strong familiarity of the policies and terms and conditions of many financial institutions and the commercial realities and issues faced by project developers and among lending groups. Her ability to navigate complex issues and assist with formulating solutions to satisfy often disparate requirements among project participants has been recognized by the clients she serves. Alison is the Ottawa chair of our business law group.


DiSC Assessment: What is Your Leadership Style?

Facilitated by: Sandra Abitan and Lori Gauld, Osler

DiSC is a behavioural profile assessment - one of the most commonly used tools in leadership training around the world. It is both a self-awareness tool, and a framework for working effectively with different behavioural styles. As a leader, you must collaborate with others to get work done. Being able to recognize when & how to flex your preferred approach can help you communicate and persuade across differences, and build stronger teams. All participants will have an opportunity to complete a 10 minute online assessment and will receive a personalized report before the program.

Competencies
Develops Talent: Developing people to meet both their career goals and the organization’s goals.
Engages and Inspires: Creating a climate where people are motivated to do their best to help the organization achieve its objectives.
Instills Trust: Gaining the confidence and trust of others through honesty, integrity, and authenticity.

YOUR FACILITORS

Sandra Abitan is the Managing Partner of the Montreal office. She has played a significant role in the development of the office over the years and has held various leadership roles within the Firm. Sandra is a recognized leader in the insolvency and restructuring practice in Quebec and nationally. Her clientele is diverse and reflective of the Canadian and international business community – global companies, financial institutions, equity participants, and court officers who have sought her advice in working through reorganizations, recapitalizations, restructurings and strategic acquisitions.

With over 30 years of experience, Sandra has an expertise in cross border and international matters, acting for a number of major private and public corporations operating in a variety of areas. She is lauded for her creative and practical approach to problem solving and finding solutions to complex business and legal problems. Read more

As an experienced learning designer with a master’s certification in organizational development and an interest in educational technology, Lori Gaulds focus is on building engaging, purposeful participant experiences. A frequent presenter, Lori has designed and delivered a wide variety of leadership, skills and education topics, and has facilitated strategic planning and group decision-making events for professional groups and international associations.

Currently the Director, Learning Initiatives at Osler, Hoskin, Harcourt LLP where she oversees the delivery of national learning, Lori has worked in a number of roles and industries prior to law, including instructional designer at the corporate university of a large bank; leadership consultant; and leader of the medical Simulation Centre and Student Centre at an academic teaching hospital. She is a member of the Professional Development Consortium, previously acted as co-chair of the eLearning Alliance of Canadian Hospitals and was a board member for ACCORD, an organizational development professionals group.




The Art of Feedback

Facilitated by: Shuli Rodal and Janette Canvin, Osler; Jolie Lin, Linnovation Works

What should the feedback culture be like in your organization? As a leader, you play an essential role in setting the tone for how feedback is used and perceived. While it often gets a bad rap, feedback comes in a variety of forms: praise so good work is celebrated, developmental feedback to grow skills in your team, and the more challenging course corrections to redirect behaviours before they turn into bigger issues. While even the simplest constructive feedback can have unpredictable results, there are strategies that can help you address work results comfortably and quickly – with your staff and peers alike. Done well, feedback builds performance without sacrificing relationships.

Competencies
Develops Talent: Developing people to meet both their career goals and the organization’s goals.
Instills Trust: Gaining the confidence and trust of others through honesty, integrity, and authenticity.

YOUR FACILITATORS

Shuli Rodal is Chair of Osler’s highly regarded Competition Law and Foreign Investment group. She has extensive experience in all aspects of competition law and foreign investment review, including mergers & acquisitions, strategic alliances, price fixing & bid-rigging investigations, and pricing and distribution matters. She represents clients across a broad range of industry sectors, including financial services, entertainment, new media, manufacturing, steel, automotive, chemicals, energy & mining, real estate, food & consumer packaged goods, and transportation.

Shuli has successfully obtained clearances under the Competition Act for numerous complex domestic, cross-border and international transactions. She also has extensive experience in providing counselling to companies on compliance under the Competition Act and in conducting internal antitrust investigations and audits. Read more


Janette Cavin serves as the Chief Legal Talent Officer for Osler. In this role, Janette oversees all programs relating to associates, law students and paraprofessionals. She has over twenty years of progressive experience and responsibility in the legal services industry including recruitment, performance management, career progression, compensation and professional development of legal professionals. Prior to joining Osler in 2003, Janette was both a partner and the Director of Professional Development at large national law firms and has extensive experience and knowledge of the uniqueness of the law firm business, environment and culture.


Jolie Lin is the Founder & CEO of Linnovation Works. She is a creative and collaborative thought leader who truly impacts the organizations she serves. Her calm, direct and innovative approach enhances both effectiveness and productivity in whatever capacity she’s engaged, and she brings tremendous experience and insight to each matter she approaches.

Before founding Linnovation Works, Jolie was Deputy General Counsel at Bank of Montreal from 2009 to 2019. As DGC and Chief Knowledge Officer, she led global knowledge management initiatives for BMO’s Legal & Regulatory Compliance group. She was responsible for spearheading innovation projects to optimize resources and bring greater efficiencies. She established functions for project management, records and information management, centralized litigation support (eDiscovery and legal holds), internal knowledge-sharing systems, and continuing professional development. Beginning in 2014, Jolie’s team also had accountability for managing legal and regulatory risk for BMO’s Technology & Operations functions, including cybersecurity, privacy, procurement, technology outsourcing, brand IP, marketing, advertising and social media.

In 2017, Jolie became the Chief Legal Officer for BMO’s Canadian Personal and Commercial Banking businesses. As VP & Deputy General Counsel, she was accountable for managing legal and regulatory risk relating to the bank’s retail branches across Canada, personal and corporate credit cards, its commercial loan portfolio, Corporate Finance Division, Treasury & Payment Solutions and Special Accounts Management. Jolie led her team in managing significant regulatory exams and reviews, cyber attacks, unprecedented consumer class actions, innovative new product development, and countless customer questions.

Prior to joining BMO, Jolie was a partner in the Financial Services Group at Osler, Hoskin and Harcourt LLP. She was also responsible for KM at Vale Inco Limited immediately before joining BMO.

Jolie received her LLB from Osgoode Hall Law School in Toronto. She is a board member of Canada’s National Ballet School (Chair, Nominating and Governance),  an emeritus member of Women General Counsel Canada, and a certified coach.


Strategic Vision

Facilitated by: Simon Fish, EVP, BMO Financial Group, and former General Counsel BMO and Dale Ponder, former Co-Chair of Osler, Hoskin & Harcourt LLP,

Strategic Vision is the ability to see ahead to future possibilities and translating them into breakthrough strategies. Being strategic involves looking, planning, and moving into the future with clear intentions and purposeful actions. You need to consistently ask where you are going and how you will get there."

In this session, Simon and Dale will they discuss their extensive experiences leading each of their prestigious teams.

Competencies
Aligns Execution: Planning and prioritizing work to meet commitments aligned with organizational goals.
Directs Work: Providing direction, delegating, and removing obstacles to get work done.
Drives Results: Constantly achieving results, even under tough circumstances.
Cultivates Innovation: Creating new and better ways for the organization to be successful.
Global Perspectives: Taking a broad view when approaching issues, using a global lens.
Strategic Vision: Seeing ahead to future possibilities and translating then into breakthrough strategies.

YOUR FACILITATORS

Simon Fish is special Advisor to the CEO, BMO Financial Group and former General Counsel BMO, as such he is responsible for advising on the development and application of the bank’s sustainability strategy, approaches to climate change and related financial risk, environmental and social risk management, and impact measurement and reporting.

BMO’s former General Counsel, Simon is a seasoned executive with 30 years of international experience at leading global companies BMO, Vale and Royal Dutch Shell. Earlier in his career, Simon practiced law at Dechert, an international law firm. He has a track record of providing valuable counsel and managing complex legal and regulatory environments, reputational risk and multi-jurisdictional compliance issues in financial services, mining and energy. Among his specialties are corporate governance, mergers and acquisitions, securities, transaction structuring and ESG.

Simon is a director of SSR Mining Inc. (TSX: SSRMS S R M), where he chairs the Nominating & Governance Committee and serves on the Compensation & Leadership Development Committee. He also serves on the board of Alexa Translations, a leading translation service provider to the Canadian legal, securities, financial and government sectors. Simon is a director of the Environmental Law & Policy Centre and Queen’s University’s Institute for Sustainable Finance. He is a former director of the Canadian Centre for Ethics and Corporate Policy.

Simon has earned a number of distinctions, including Canada’s General Counsel of the Year, was named one of Canada’s Top 25 Most Influential Lawyers, and is included among the Legal 500’s GC PowerList. He has been recognized as a Catalyst Canada Honours Champion for his work in advancing the role of women in the workplace.

 


Dale Ponder is the former Co-Chair of Osler, Hoskin & Harcourt LLP, retiring from that role in December 2021, and served on its Partnership Board for over 20 years. She is the Firm’s immediate past National Managing Partner and Chief Executive, a position she held for over nine years. In her role as a long time senior member of the Firm’s M&A practice, she has had extensive experience leading transactions relating to public and private M&A matters, including cross border transactions, and advising public boards on governance, capital markets and securities law matters, particularly in the course of transformative transactions.

Dale’s legal background has focused on M&A, securities regulation and corporate governance. She’s represented Canadian market leaders in various industry sectors with cross-border and international business interests, including the financial services, mining, consumer, food and pension plan sectors. She has been repeatedly recognized as a leading corporate and M&A lawyer by various peer ranking publications, including Chambers Global: The World’s Leading Lawyers for Business, the Lexpert/American Lawyer Guide to the Leading 500 Lawyers in Canada, Lexpert’s Leading Corporate Lawyers and Best Lawyers in Canada.

Dale is a current and former member of various public, private and not for profit boards. She is the Founding Chair of the Canadian Business Growth Fund and a current member of the boards of LifeWorks, Choice Properties REIT, CBGF, Holland Bloorview Kids Rehabilitation Hospital, and the Caldwell Partners Top 40 Under 40 Advisory Board; and a past board member of St. Michael’s Hospital.

Dale has spoken extensively on leadership in professional services industries and M&A and is a past special lecturer at both Western University and University of Toronto Law Schools, teaching advanced business law and M&A courses. She has been an advocate for women in leadership throughout her career. She was the recipient of the 2017 Toronto Lawyers Association Award of Distinction, a 2017 Top 100 WXN Hall of Fame inductee, the 2016 Israel Cancer Research Fund Business Award of Distinction and a 2013 Lexpert Zenith award. Dale also received the 2018 “Lifetime achievement” award from the Euromoney Legal Media Group Americas Women in Business Law Awards.



Strategic Execution 

YOUR FACILITATOR

 Paula Pepin is the Founder of LexGO, a boutique consulting firm that drives transformation and scaling of in-house legal departments. LexGO partners with legal departments of all sizes taking a hands-on, integrated approach to transform stagnant in-house legal departments into operationally focused, efficient and cohesive teams. Prior to LexGO, Paula held several executive roles leading both Legal and HR functions through scale and transformation. Most recently, Paula served as Senior Vice-President and Head of Legal at Hootsuite, the most widely used social media relationship platform, where she led the strategic expansion of Hootsuite’s legal team, workforce, and offices as it grew to a social media platform with 18 million users in 175 countries. Paula holds an LLB from Laval University, a Master’s degree in Business Administration from the University of Ottawa, and has recently started her journey to become a certified professional Executive Coach through the College of Executive Coaching


Building and Leading a Strong Culture

This is an extraordinary time in history, where organizations are challenged more than ever to recruit and develop strong individuals who will make up their executive team and help to advance their short and long-term strategic plans. Capable, ethical leaders are needed who can develop high-functioning teams and help to protect their organizations from risk, including risks related to integrity, people and culture.

This interactive session will support the competencies related to developing talent, instilling trust, and building engagement through systems, processes and values. We will touch on:

  • The role of the General Counsel when protecting culture, working through challenges and mitigating risk;
  • Building strong, collaborative teams;
  • Best practices for codes of conduct, whistleblower policies and ethics programs, including workplace investigations.

Competencies
Engages and Inspires: Creating a climate where people are motivated to do their best to help the organization achieve its objectives.
Global Perspectives: Taking a broad view when approaching issues, using a global lens.
Instills Trust: Gaining the confidence and trust of others through honesty, integrity, and authenticity.
Managing Ambiguity: Operating effectively, even when things are not certain or the way forward is unclear.

YOUR FACILITATOR

Jamie Pytel has been a practicing lawyer since 1993 and co-founded Kingsgate Legal in January 2017. Kingsgate is medium-sized, “alternative” firm, made up of quality lawyers who advise on all types of corporate and litigation matters. Jamie’s focus is providing outside general counsel advice, with particular attention to workplace investigations, culture and governance. She has personally conducted more than 130 investigations and balances a very busy investigation and consulting practice. She and her colleagues also conduct in-depth workplace culture assessments and train internal investigators on best practices for workplace investigations. She is seen as one of the premier workplace investigators and advisors on codes of conduct and ethics programs in Canada. She works for private industry, public organizations, including Provincial and Federally regulated organizations.

In 2018, she was appointed as the first Integrity Commissioner for the City of Edmonton. This involves investigating Council Code of Conduct complaints made against Members of City Council, plus advising on Code content and process. Separately, she investigates elected officials in other jurisdictions and advises on issues related to these types of Codes and investigations.


Addressing Ambiguity in Responding to Risk Through Internal Investigations

Panel: GC (TBD), Shane D’Souza, Andrew Matheson, Julie-Martine Loranger, Christine Wadsworth, Shana Wolch, Susan Wortzman, McCarthy Tétrault

Business organizations are confronted by an increasing array of legal and reputational risks. Challenges for general counsel have multiplied and become more nuanced. There are no simple rules for detecting, preventing, investigating or remediating wrongdoing, or improving culture.

What principles and best practices should general counsel apply in response to so much ambiguity? Internal investigations often play a key role. However, there is no ‘one size fits all’ for internal investigations. The scope, independence, and timeliness warranted in respect of an internal investigation must be tailored to the circumstances.

In this hour and a half session, expert investigations counsel and experienced general counsel will offer insights on key and emerging risks, and how to address them.

  • The first half will focus on the essential principles to follow in identifying and triaging risks, and in initiating and pursuing internal investigations. Emphasis will be placed on increasing exposure areas, new regulatory expectations, and cutting edge techniques.
  • The second half will focus on breakouts, in which different types of investigations and remediation will be examined. The overriding theme will be the importance of fitting an investigation and remediation to the nature of the problem presented. Appropriate investigative approaches are as varied as the problems they respond to. What may be right in response to a significant legal risk already identified by a regulator is likely very different than what is right to assess systemic discrimination in the workplace, for example.

Competencies
Managing Ambiguity: Operating effectively, even when things are not certain or the way forward is unclear.
Situational Adaptability: Adapting approach and demeanour in real time to match the shifting demands of different situations.

PANELISTS

Shane D'Souza is a partner in the Litigation Group of McCarthy Tetrault LLP. His commercial litigation practice focuses on securities litigation, proxy litigation, shareholder disputes, M&A litigation, insider trading, and broker/dealer liability. Shane assists clients with their most complex and sensitive problems by conducting internal investigations into potential violations of securities law, anti-corruption and bribery legislation, fraud and regulatory breaches, and conduct/HR issues.

Shane was an adjunct professor of Advanced Securities and a member of the teaching team for the Lawyer As Negotiator course at Osgoode Hall Law School. He has spoken at The Directors College, Osgoode Professional Development, The Advocates’ Society, The Law Society of Ontario and the Association of Corporate Counsel (Canada) on topics relating to corporate governance, shareholder disputes and securities litigation.

Andrew Matheson is the Head of McCarthy Tetrault’s National White Collar and Investigations Group. He specializes in complex and cross-border investigations, regulatory and criminal defence, and professional discipline matters.

His diverse experience includes practicing with a multinational firm in New York City. He is recognized by Chambers Canada a leading lawyer in White Collar Crime and Government Investigations and by Benchmark as a Litigation Star: White Collar Crime. He teaches Advanced Criminal Law: Financial Crime in University of Toronto Law School’s masters of law program.

Julie-Martine Loranger is a partner in the firm’s Litigation Group in Montréal. Drawing on more than 30 years of experience, her practice focuses on class actions related to contractual and extra-contractual matters, product liability, tort, consumer protection and securities.  She has counseled and represented financial institutions, and their subsidiaries, manufacturers, distributors and vendors in complex assignments and high-profile class actions, responding to specific needs and concerns by providing clients with practical legal and risk management advice, based on their business and reputational priorities.

Julie-Martine is also recognized by her peers as a legal expert and skilled negotiator with a proven ability to develop strategies, excellent management skills and an impressive capacity for innovation. She is respected for her sound advice, ongoing collaboration with her clients’ internal teams and her judicious use of resources to help clients achieve their objectives. Moreover, she is one of the firm national leaders of the Crisis Law system, a solution that provides our clients with a cohesive integration of legal advice, reputation management and business priorities when they are facing a crisis.

Christine Wadsworth is a member of McCarthy Tétrault’s White Collar Defence and Investigations Group. Her litigation practice focuses on internal investigations, commercial litigation, and professional liability.

Christine has acted as counsel on an internal investigation for a public company and run a multi-part CPD series on internal investigations. She frequently presents on internal investigations topics. She has tried cases before judges, juries and arbitrators. She is co-director of McCarthy’s pro bono criminal defence program.

Shana Wolch is a partner in McCarthy Tétrault Labour and Employment Group in Calgary. She assists clients with their day-to-day human resources matters, including all issues associated with hiring, managing, and terminating employees. Shana’s practice also includes occupational health and safety, workers’ compensation, disability management, human rights, privacy, pension and benefits, workplace investigations, white collar crime, mergers and acquisitions, independent contractor issues and management side labour issues. She has extensive experience with alcohol and drug policies, from creation/administration to compliance and with the cannabis industry, from assisting producers to retailers and also with employers managing medicinal and recreational use in the workplace. 

Shana is recognized by Chambers Canada and Best Lawyers in Canada in the area of Labour and Employment Law and in the Canadian Legal Lexpert Directory in the area of Workplace Human Rights (Employer) and Employment Law. She is also recognized in The Legal 500 - Canada as a Next Generation Lawyer in the area of Labour & Employment. 

Susan Wortzman is a partner of McCarthy Tétrault and leads the firm’s e-Discovery and information management practice. She was named one of the Top 25 Most Influential Lawyers in 2020 by Canadian Lawyer Magazine.Susan is the Founder of MT>3, formerly Wortzmans, which is recognized as Canada’s leading law firm specializing in e-Discovery and information governance. MT>3 was acquired by McCarthy Tétrault on December 31, 2016. In addition to supporting the firm’s Litigation and Competition Law groups, it also supports the Tax, Business Law and Real Property groups using technology to assist with all aspects of document review, due diligence, and data analysis. The MT>3 Team have assisted the firm’s clients with many investigations, using e-Discovery, AI and machine learning tools to expedite and ensure cost effective and accurate analysis of large datasets.

A leader in the e-Discovery community, Susan served as Chair of the Sedona Canada Working Group from 2006 to 2010, supervising the development of provincial and national guidelines for e-Discovery. Susan is a sought-after and frequent lecturer on e-discovery and information governance topics, and is regularly quoted in industry publications and other media. She has written several seminal papers concerning e-discovery and its impact on litigation in Canada.



Effecting Change through Strategic Law Firm Collaboration

Panel: Julia Shin Doi, Miranda Lam, Matthew Peters, Judith McKay

By working together differently--more deliberately and with a mutual game plan—we can radically change the dynamic between in-house counsel and their law firms and effect important change within both organizations while meeting important business goals and exceeding expectations.

With COVID, ESG, social justice and industrial policy considerations dominating the landscape, companies have seen a sharp rise in volatile, uncertain, complex and ambiguous issues that can make or break an organization. The role of the GC has never been more challenging as business problem transcend practice areas and disciplinary silos, while criss-crossing multiple jurisdictions. By tapping into the full potential of both the in-house department and the law firms who serve them, GCs have the potential to elevate their ability to achieve positive business impacts for the business.

Traditional law firm/in-house relationships have not evolved to meet the immense changes in the business world and risk undermining GC effectiveness. These relationships are more arms-length than collaborative and sometimes fractious due to lack of alignment and effective communication. Procurement processes, designed for more commodity-type products and services, often serve to heighten a ‘we/they’ mentality and result in sub-optimal long term outcomes for the business and the profession. The ‘tick-the-box’ approach to complex areas like risk management, cost containment and diversity and inclusion may result in unintended consequences that benefit neither organization.

In this session, we explore an alternative and more modern relationship model—built on trust and deep collaboration with a heavy emphasis on communication, managing processes and measurements of success to align on goals and objectives, founded on shared values and mutual accountability. This new model is based on four areas of focus:

Communications: Creating the conditions for an open and transparent dialogue with two-way constructive feedback. Ensuring ongoing alignment on values, expectations, requirements and business goals. Committing to a cadence of check-ins and touchpoints via multiple channels.

Collaboration: Bringing the best minds together to problem-solve holistically with knowledge of trends and emerging issues within and across industries. Working together to support a mutual set of values and effect change within each others’ organizations and in the industry.

Managing Processes: Aligning on risk tolerance, promoting diverse staffing with deep expertise, process improvement and technology implementation to drive efficient and effective execution of desired business outcomes

Measurement: Identifying and committing to shared expectations on a common set of goals and related metrics to enable quantifiable outcomes and a win/win relationship, including budget and business outcome reviews—and implementing the means to address variances in real time.

This session will involve a panel discussion on these four areas, followed by break-out groups to share best practices and ideas to drive change while optimizing the modern in-house counsel/law firm relationship.

Competencies
Global Perspectives: Taking a broad view when approaching issues, using a global lens.
Situational Adaptability: Adapting approach and demeanour in real time to match the shifting demands of different situations.

PANELISTS

Julia Shin Doi is General Counsel, Secretary of the Board of Governors and University Privacy Officer of Ryerson University. As an Executive Group member, she provides legal and governance advice and has operational responsibility for access to information, privacy, records management, and compliance. Julia leads a team of lawyers and professionals, and advises the board. Read more

Miranda Lam is a partner in our Litigation Group, she is also the Retail Sector Lead in the firm’s national Retail and Consumer Markets Group, and a core member of our Mining and Technology Groups; and the chair of the firm’s National Gender Equality Action Group, as part of our Inclusion Now priority.

Miranda resolves complex disputes and is a highly regarded trusted business advisor to private and public enterprises. Her practice focuses on contractual claims, economic torts, securities litigation, shareholder remedies, corporate governance, internal investigations, as well as internet and e-commerce issues and defamation. Miranda also has extensive experience working with retailers and consumer-facing businesses on consumer protection, supply chain and related strategic and operational issues. She has advised on a number of procurement mandates, for owners and proponents. She has appeared as counsel in the Supreme Court of Canada, as well as the superior and appeal courts of British Columbia and Ontario, and the Yukon Supreme Court. 

Judith McKay is Chief Client & Innovation Officer at McCarthy Tétrault. She leads the firm’s client relations and marketing strategy, and oversees business development, research, pricing, knowledge integration and innovation capabilities. She founded the firm’s MT>Align division which provides clients with access to top tier independent contract lawyers to support their short-term or temporary legal needs. She also provides strategic commercial and intellectual property counsel to clients.

Prior to joining the firm, Judith (a chemical engineer and an IP lawyer by training) was Vice President and General Counsel for DuPont Pioneer, responsible for legal affairs internationally. Prior to this position, she was Chief Administrative Officer and General Counsel for DuPont Canada, where she led the company's operating team as well as legal and public affairs.

Mathew Peters is the National Innovation Leader, member of Senior Leadership Team and Partner in the National Technology Group. He is responsible for the firm’s market strategy, approach to client service and leads the firm’s cutting edge initiatives around innovation, new lines of business, client service, pricing and service delivery, and client satisfaction measurement program. He spearheads the firm’s technology and processes that bring law firms and the provision of legal services into the future, including optimizing service deliverability, creating transparency and predictability in fees and leveraging new forms of technology to facilitate those services. A partner in the Technology Group where he leads market changing commercial deals for some of our most strategic clients. Celebrated as a Change Agent in Law by the 2019 Lexpert Zenith Awards and recognized in the Business category for being a driver of change in the firm and legal industry by the Top 25 Most Influential Lawyers in 2019. A speaker and presenter at various programs and conferences on sharing ideas with the global legal community, presenting on an array of topics like the future of the legal profession, re-engineering legal services and technology in the legal industry. Admitted to the British Columbia Bar in 1995.


Beyond the Law: Ensuring Your Seat at the Table

Facilitated by: Anne Drost and Stacy McLean, Blakes

Today's general counsel must have the ability to manage emerging risks at the intersection of business law, corporate strategy and stakeholder relations.

The urgency for change, innovation and transformation has reached unprecedented levels for most organizations. The global pandemic, digitization, climate change, social justice, geo-politics and heightened stakeholder scrutiny are just some of the accelerators of change that are pushing governance to the forefront. To ensure a seat at the executive table today, General Counsel must be capable of stepping up to the opportunity to go beyond the law and help drive transformational change across the organization for tomorrow.

This interactive workshop will explore the skills and competencies required to step up in this new paradigm and ensure your seat at the table.

Competencies
Collaborates: Building partnerships and working collaboratively with others to meet shared objectives.
Instills Trust: Gaining the confidence and trust of others through honesty, integrity, and authenticity.
Managing Ambiguity: Operating effectively, even when things are not certain or the way forward is unclear.
Situational Adaptability: Adapting approach and demeanour in real time to match the shifting demands of different situations.

YOUR FACILITATORS

Anne Drost practises business law and works with clients from various industries, including the transportation and energy sectors. She assists companies with their regulatory and environmental compliance needs, approval processes, and land transactions. Anne also advises companies on best practices relating to community engagement, consultation and negotiations with Indigenous communities, and environmental, social and governance (ESG) strategies.

Anne has extensive experience at all stages of project development, including obtaining regulatory approvals and permits, devising and implementing land acquisition strategies, and carrying out environmental assessments and permitting. She represents clients in regulatory proceedings before, notably, the Canadian Energy Regulator (previously, National Energy Board) and the Canadian Transportation Agency.

With respect to consultation and negotiations with Indigenous communities, Anne provides strategic advice to corporate clients on various issues relating to Indigenous and treaty rights, the Crown duty to consult and accommodate, Indigenous land claims and assertions, and related statutory and regulatory matters, in connection with energy, mining and natural resources development projects.

Stacy McLean is a member of the Firm's Executive Committee and leads the Blakes Investment Products & Asset Management group. Her legal practice focuses on investment funds, corporate finance, securities regulatory matters and public company transactions.

Stacy advises Canadian and international asset management companies on the structuring, regulation and registration of closed-end investment funds, mutual funds, structured notes and flow-through limited partnerships. She also works closely with investment dealers, financial institutions and companies on debt and equity financings, registration and regulatory compliance, private placements and fund formation.

She has expertise in contested proxy battles and regularly advises public issuers and their boards on various matters, including governance and shareholder engagement.


Privacy Policy        --        Terms of Use

Powered by Wild Apricot Membership Software