Women in the Financial Industry
Creditworthy: navigating success as a woman in the financial industry
Across generations, women are facing unique challenges in the workforce. This year’s conference will explore common challenges and strategies for success as a woman in the financial industry. Expert speakers will take a deep dive into topics such as ending negative self-talk, taking credit where credit is due, mentorship and leadership storytelling. The event will also feature expert panels on topics including how corporations show their commitment to a diverse workforce and the experiences of women across generations.
Women in the Financial Industry will cost $249 plus tax to attend.
Register here (Single Ticket)
Register here (Table of 8)
Register for the event in Montreal (June 5, 2019)
Register for the event in Toronto (September 18, 2019)
Women in the Financial Industry - Vancouver
*Please note agenda is subject to change*
8:45 - 9:15 a.m.
Coffee and registration
9:15 - 9:20 a.m.
Opening remarks
9:20 - 9:45 a.m.
Icebreaker - It was the best advice, it was the worst advice
This session is a chance to network with others and share the best and worst piece of career advice you’ve been given. At the end, participants will present the best and worst advice they’ve heard and submit their answers to be shared throughout the conference.
9:45 - 10:25 a.m.
Full circle: A life of lessons and choice
At the age of 23, Cheryl Bernard started an insurance brokerage and propelled the agency to six million dollars in sales in just 11 years. At the age of 43, she helped Canada win a silver medal in curling at the 2010 Vancouver Olympic Games. And now, she is back in the business world as President and CEO of Canada’s Sports Hall of Fame. In this session, Bernard will share how everything you become in life is based on choices. Based on her own journey, she’ll share how it’s never easy, and provide guidance to navigate forks in the road and learn from failures.
Speaker:
Cheryl Bernard, Canadian olympic curler
10:25-10:45 a.m.
Networking break
10:45-11:25 a.m.
Unconscious bias and imposter syndrome: Evidence, challenges and strategies
This session will explore how to recognize and overcome unconscious bias and imposter syndrome. Going beyond anecdote, Fiona Rawle will examine data and evidence for both of these phenomena. She’ll investigate strategies for overcoming unconscious bias and imposter syndrome, and challenges inherent in doing so, drawing on examples from diverse fields, including finance, medicine, science, academia, and music.
Speaker:
Fiona Rawle, associate dean, undergraduate, University of Toronto Mississauga
11:25 a.m.-12:10 p.m.
Corporate commitment to women panel
In this session, business leaders will share their journeys to the top and what their workforces do to encourage more diversity. How do they build a business case that it pays to have women in senior roles? How do they navigate being some of the few women in leadership positions? Panellists will discuss strategies, policies and tactics that work and don’t work and how they think the financial industry needs to evolve to ensure more diversity- moving beyond gender to other forms of diversity as well.
Speakers:
Melanie Adams, vice president & head, corporate governance & responsible investment, RBC Global Asset Management
Diana Godfrey, senior vice president, human resources, Fidelity Canada
Lori Landry, chief marketing officer, Sun Life Global Investments
Moderated by Melissa Shin, editorial director, Advisor's Edge and Investment Executive
12:10-1:25 p.m.
Lunch
12:55-1:25 p.m.
Forging a new path for women: being your authentic self
Being authentic sounds like it should be the easiest thing in the world – just be yourself! We all strive for it in our own life and work and yet it is a rare thing – studies indicate the majority of employees cover up some part of their personality at work. Carey Dillen believes that being authentic is key to living a satisfying and meaningful life. She has seen that if you have to continually suppress who you really are, and hide what you think, believe and feel, it causes anxiety, stress and dissatisfaction. In the midst of a world where so many are disengaged, it’s time to join together in building a new community founded upon real relationships, open-minded leadership and authentic engagement. This session will explore how to rise up, speak up and stand up for your life; respect and honor more openly your own values, beliefs and feelings; and explore ways to boost authenticity in the workplace.
Speaker:
Carey Dillen, president, YYOGA
1:25-1:55 p.m.
Original research spotlight session – Creditworthy: navigating success as a woman in the financial industry
In this session, Yaelle Gang, editor of Canadian Investment Review will present original research on how people in the financial industry navigate success, with a particular focus on the experiences of women. The research covers topics ranging from negative self-talk, taking credit for a job well done, receiving feedback, mentorship and navigating leave. It will also dig into people’s views on career progression. Drawing on the responses of hundreds of women and men from both the retail and institutional sides of the financial industry, this research will provide a snapshot of what it’s like to work in finance in 2019.
Speaker:
Yaelle Gang, editor, Canadian Investment Review
1:55-2:40 p.m.
Leadership storytelling panel
Storytelling is an essential tool that leaders can use to share their experiences and help build a culture in their workplace. In this panel, hear about the paths that successful women in finance have taken to the rise to the top, including their tales of defeat and triumph along the way.
Speakers:
Vanessa Flockton, financial advisor, Nicola Wealth
Janine Guenther, portfolio manager and investment advisor, CIBC Wood Gundy
Lori Norman, partner, Steadyhand
Tina Osen, president, Hub International Canada
Moderated by Melissa Shin, editorial director, Advisor's Edge and Investment Executive
2:40-3:10 p.m.
Networking break
3:10-3:55 p.m.
Women in finance across generations panel
In this session, panellists from multiple generations will discuss their experiences working as women in the financial industry. What challenges do women starting out face? How do people navigate leaving and coming back from parental leave? And what advice do those in later stages of their career have for those just starting out? In this panel, you’ll hear it all based on first-hand experience.
Speakers:
Arezou Bahari, executive director, foreign exchange, CIBC Capital Markets
Naomi Denning, principal, Eckler
Catherine Heath, vice-president, portfolio manager, Leith Wheeler Investment Counsel Ltd.
Mathilde Ho, analyst, global investment banking, Scotia Capital Inc.
Moderated by Yaelle Gang, editor, Canadian Investment Review
3:55 p.m.
Closing remarks and cocktails
Event Location: Fairmont Waterfront, Vancouver
Contemporary accommodations bring more fun to travelers staying at 489-room The Fairmont Waterfront, a luxury hotel set in a prime location in Vancouver where lots of fun destinations are within reach. A wide array of delicious food choices are featured at ARC Restaurant + Bar, with guests and locals invited to indulge in the local and handcrafted cuisine offered throughout the day
Address:
900 Canada Place Way, Vancouver, BC V6C3L5
For more information about the conference accommodations please contact Emma Ramsey at
Emma.Ramsey@tc.tc
FOR SPONSORSHIP OPPORTUNITIES: Alison.Webb@tc.tc
FOR REGISTRATION INFORMATION: Emma.Ramsey@tc.tc
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