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CPMP/CCFA/CCPAA Leadership Conference 2014

CPMP/CCFA/CCPAA Leadership Conference 2014

Keynote : Leadership in an Age of Complexity and Uncertainty (by Syed Sarosh)

In the backdrop of a weak global economic recovery and a highly competitive landscape, large financial organizations are facing profound regulatory changes. The combination of these factors is resulting in a growing need for leaders, at various levels within such organizations, to effectively manage complexity and uncertainty while implementing significant changes. In his keynote address, Syed will talk about a practical roadmap that aspirants for leadership positions at various levels within organizations can use to build and leverage strategic relationships, continually develop their strategic thinking, and to foster a collaborative work culture in their teams.


Date:               November 1st, 2014
Time:              10:00 am- 4:30 pm
PDUs:             6
Location:        Scarborough Civic Center- Council Chamber,
                         150 Borough Drive, Scarborough, Ontario M1P 4P5
Registration:  Starts 9:30 am*
Members:         $30
Non-members: $40
* Morning snacks and light lunch will be provided

Syed Sarosh is the Vice-President of Global Model Risk Management (GMRM) at Scotiabank’s head-office in Toronto.

Syed Sarosh has been with Scotiabank since 2003 and his department is a part of Scotiabank’s Global Risk Management division. His department is responsible for performing analytical/quantitative model validation work and overseeing model risk governance activities across the bank for models used in the measurement, assessment and quantification of various types of risks.


Syed’s educational background consists of a Masters in Finance from the London Business School (UK) and a Bachelors in Engineering from King’s College London (UK). Prior to joining Scotiabank, Syed had worked for several years as a corporate banking relationship manager with Citigroup in the Middle East and South Asia.

Katherine Danks is the President and Founder of Creative Business Culture,where she focuses on helping businesses grow in the global economy

Katherine Danks works across multiple industries to incorporate creativity and ‘outside-the-box’ thinking within the company culture. Drawing on more than twenty years of corporate experience, Katherine understands the challenges and constant pressures that today’s businesses are faced with.


She has designed, developed and executed programs and workshops that infuse creative approaches to leadership, team dynamics and business development. The results of developing new habits of thinking have allowed businesses to become more cohesive, visionary, and open to exploring new possibilities. Her client list includes CPA Canada, CPA Ontario, Hudson’s Bay, Lord & Taylor and Cheil Canada.

Robert Maxwell is a leading authority on helping Organizations to improve their profitability through the use of technology.

Drawing upon a wealth of research and over two decades of experience, Robert Maxwell has developed a unique perspective on aligning.
Organizational objectives with the appropriate technology while introducing progressive solutions to help Organizations to grow.
Whether referring to Organizations operating on a “for-profit” or “not-for profit” basis, or to individuals making contributions within those Organizations, Robert asserts the importance of leveraging technology in a concerted manner to create higher value for that Organization. The cumulative effect of those efforts to leverage technology produces systematic and long term benefits for the Organization. Robert is especially effective at using a Solutions Focused approach to influence the underlying changes required to leverage technology more effectively.
Robert is currently the CEO for TGT Solutions Inc., a Premier Systems Integrator specializing in the use of technology to improve profitability. Robert holds a Bachelors degree in Computer Science and Mathematics, a Masters in Business Administration and is also a Chartered Accountant in both Canada and the United Kingdom.
Robert is also a passionate proponent of the Solutions Focused methodology and is an Associate member of SFCT, the professional body for Solutions Focused consultants, coaches and managers.

Tracy Duan is a co-founder of CPMP.

Tracy Duan has been devoted to serving at CPMP since 2005, with roles of Strategy Director, Public Relations Director and President. Tracy developed the strategic plan as a non-profit organization, and with other BOD members, shaped the CPMP vision, mission and core values. Tracy strives to serve and help members in gaining PM/BA knowledge and skills and advancing career development through consistently organizing professional events and various programs. She contributed to the acquisition of a long term sponsorship with Toronto City Hall and the formation of alliances with PMI affiliates and other professional organizations, building a broader professional network and platform for CPMP members.


Tracy is a seasoned project/program manager and led successful deliveries of numerous large and complex initiatives in banking and IT industries. In addition, Tracy has tremendous knowledge and experience in enterprise business analysis, is a certified business analysis professional (CBAP).

Catherine Daw is Senior Vice President, Management Consulting at Diabsolut Inc. She was the president and co-founder of SPM Group Ltd which was acquired by Diabsolut. in January 2014.

Catherine Daw was the president and co-founder of SPM Group Ltd which was acquired by Diabsolut. in January 2014.
Catherine provides the vision and leadership to build a growing management consulting business including the current corporate direction of enabling effective enterprises through strategic initiative management. Her focus is directing clients – solutions that exceed expectations, save time and money, and help achieve superior business benefits.
Catherine has over twenty-five years of experience – who is a pioneer in working in a variety of public and private sector companies, holding progressively higher positions both in Information Technology and Business areas. Catherine’s personal idiom has always been to deliver results within a foundation of integrity, open communication and with a strong understanding of value creation and strategic advantage for businesses.
Catherine holds a Bachelor of Science degree in Mathematics and Computer Science from Queen’s University and a Masters of Business Administration from York University. She is an active member of the Project Management Institute and is a certified Project Management Professional (PMP) as designated by the Project Management Institute and a Certified Management Consultant (CMC) from Association of Management Consultants.
As a renowned expert, Catherine is a frequently sought out as contributor for her views, to deliver presentations in Canada and internationally. She blogs on topics of interest and concern to the business community is a regular columnist for a number of publications and contributing author to two books – ‘Project Management for Business Professionals’ and ’The Keys to Our Success.

Hadir Ashry is a Project Manager who has worked with diverse groups in various fields, including health care, non-profit and profit organizations.

Hadir Ashry worked overseas for many years leading direct teams and cross-functional teams on small to large scale projects. It was pertinent to motivate all members of the project to achieve success on all levels. Ms. Ashry established the department of Academic and Training Affairs at a Research Center and was responsible for all academic projects pertaining to the Center along with being Chairman of the Organizing Committee.
Ms. Ashry has a Bachelor Degree in Business Administration along with a minor in Computer Science from the American University. She continued later on to pursue her PMP designation. She is currently a member of the Project Management Institute (PMI) and is Chair of Professional Development, Events Committee at PMI Southern Ontario Chapter (PMI-SOC).

Lance Drummond Executive Vice President, Operations & Technology TD Canada Trust
As Executive Vice President, Operations and Technology for TD Canada Trust, Lance is responsible for the technology and operations that support Canadian retail and business banking including one of TD’s leading businesses, MBNA Credit Cards.
Lance joined TD in December 2011. Over the past 35 years of his career, Lance has held a number of senior leadership positions for some of the largest global organizations in the United States. Prior to joining TD, Lance was the Executive Vice President of Human Resources and Shared Services at FiServ Inc, leading human resource strategies for the company’s 20,000 employees and overseeing many of the company’s shared services.
Before FiServ, Lance spent over seven years at the Bank of America, initially leading supply chain management and then transitioning to Service and Fulfillment Operations where he led end-to-end support for all of the bank’s customers, banking centres, and ATMs. Lance also held senior positions in a variety of areas throughout his 26-year career with Eastman Kodak Company, including his last role there as Chief Operating Officer for the Professional Products Division.
Lance earned his MBA from the University of Rochester in 1985 as well as a Masters of Management Science from the Massachusetts Institute of Technology (MIT) in 1995, and holds a Bachelor of Science degree in Business Management from Boston University. In addition, he has also received the MIT Sloan Fellowship in 1994 and the Aspen Institute’s Henry Crown Fellowship in 1998.
As a passionate supporter of the community, Lance founded and actively volunteers for DreamSeeds – a children’s arts program offered through Sojourner House in Rochester, New York. He is also on the Board of
Directors of Symcor Inc. and a Board Trustee for the University of Rochester.

Chin Lee, re-elected Ward 41 Toronto Councillor

Chin Lee was elected to Toronto Council in 2006 and re-elected in 2014 to serve Ward 41 Scarborough – Rouge River, one of the most populous and diverse wards in the city.


Prior to entering politics, Chin was a consultant and manager in the private sector in the Information Technology industry. With over 30 years of business experience, he knows the importance of providing excellent and cost effective service. Chin uses his management expertise to ensure Toronto is a model of fiscal accountability, economic prosperity and environmental sustainability. He is a graduate of York University and Ryerson University.


As a 17 year resident of Ward 41, Chin has been an advocate for building strong communities. He served as the President of the Goldhawk Community Association and co-founded the Scarborough Homeowner Alliance for Fair Taxation (SHAFT). Through SHAFT, Chin was involved in challenging the province’s unfair system of property assessment and helped reduce property taxes for over 90% of Ward 41 homeowners.


In 1993 Chin was part of a grassroots community organization, Scarborough Needs Accountable Politicians (SNAP), which was formed to hold local politicians more accountable to the electorate. Chin’s other volunteer accomplishments include:


  • -Member of the Chinese Community Liaison Committee – 42nd Division Toronto Police
  • -Member of the Milliken Park Community Centre Advisory Committee
  • -Member of the Prince of Peace School Parent Council
  • -Initiated Neighbourhood Watch in Goldhawk Community


In his capacity as a City Councillor, Chin Lee has served on the Toronto Police Services Board and the influential Budget sub-committee. He currently serves on the following city committees, agency, boards and commissions:


  • -Scarborough Community Council
  • -Economic Development Committee
  • -Canadian National Exhibition Association, Municipal Section
  • -Community Partnership and Investment Program Appeals Committee
  • -Greater Toronto Area Agricultural Action Committee (GTAAAC)
  • -Scarborough Hospital Directors Nominating Committee
  • -Sheppard East Village BIA
  • -Toronto Atmospheric Fund, Board of Directors
  • -Greater Toronto Marketing Alliance


Chin and his wife Rita live in the Agincourt Community of Ward 41.

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