Coming from a strong financial base, Graeme is known for aligning departments, enhancing internal controls, financial reporting and operating procedures.
Graeme is known as a dynamic executive operations leader, who understands deep financial modelling and organiztional strategy that spans technology, compliance, marketing, sales, data, project governance and finance.
COO, Wealth Management
Karen is a Business Architect and Transformation Leader with a demonstrated history of working in multiple industries, solving complex problems by focusing on the gap between business and technology. She is a strong executive business advisor, skilled in Operating Model Transformation, Business Process Design and Optimization, Operations Strategy, Technology Strategy, and Growth Strategy and Leadership.
Business Architect and Operational Strategist
Martin is both technologist and employee advocate, instrumental in digital transformation initiatives. As a Digital Experience executive within financial services, he is passionate about employee development and nurturing innovation. He has developed and refined techniques on employee collaboration, empowerment and motivation to overcome numerous challenges and achieve success.
Director, Digital Experience
Vice-President of Digital Marketing at CI Investment, Karen has a deep understanding of the lifetime relationships between financial professionals, their clients and their investment companies of choice. Her passion towards fostering a deeper connection to the customer has enabled her to truly understand behaviours, voice user needs, and be the champion of customer.
Vice President, Digital Marketing
Managing Partner and founder of Prompta Inc., a leading consultancy, Tim brings 20 years of experience successfully leading transformational change for over 20 organizations across 12 industries. He truly partners and supports his clients and coaches leaders to effectively sponsor change programs, to ensure transformational success.
Michael is renowned for passionately leading teams in the development and delivery of technical ecosystems to satisfy ever-changing data and information demands. Bringing 20 years of industry experience, Michael believes employee engagement and building a positive culture is the key to realizing competitive advantage, driving improved customer satisfaction, and increasing profitability.
Vice President, eBusiness
Mike is the founder of Sales Sherpa, a strategic advisory practice that has provided guidance, coaching, mentoring and roll-up-the-sleeves implementation, execution and support to dozens of early stage tech companies. Over the previous 20+ years, Mike has built high performance sales teams and scaled global businesses at 6 companies, selling a wide array of data network equipment, enterprise software and professional services across a broad range of industries.
Founder, Sales Sherpa