The Career Management Committee presents:

Leadership in Finance: Industry and Career Perspectives


Date: Tuesday April 14, 2015

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Topics Include
Learning Outcomes
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CFA Institute Activity
Time: 3:30 PM – 6:00 PM
6:00 PM – 7:30 PM (Reception)
Location: TMX Broadcast Centre Gallery
130 King St. West
Toronto, ON
Event Type: Evening Topical Seminar
CE Credits: Eligible for 2 CFA Institute CE credit hours
May be eligible for CE credits to maintain CFP® certification    
Level:      General


Accomplished industry leaders will share their experiences and perspectives on leadership, industry trends and developing a career strategy with a competitive advantage.  Gain ideas on how to enhance your leadership profile and capitalize on opportunities in the financial industry. 

Participants are encouraged to come with questions and engage with the event’s distinguished speakers and other guests.

Topics Include

  • Demonstrating effective leadership
  • Making an impact and enhancing your personal brand
  • Developing a talent pipeline and a high performing team
  • Effectively managing change
  • Building relationships
  • Views on industry trends, challenges and opportunities

Learning Outcomes

  • Learn from the leadership experiences and advice of successful industry executives. 
  • Hear insights on how to capitalize on industry trends and opportunities. 
  • Gain ideas on your career management strategy and improving your leadership skills.
  • Network with the event's accomplished speakers and other guests. 


3:30 PM - 4:00 PM Registration and Networking
4:00 PM - 4:05 PM Welcome
4:05 PM - 4:20 PM

Opening Remarks 
Speaker: Anne Richards, CBE, MBA, Chief Investment Officer, Aberdeen Asset Management

4:20 PM - 5:50 PM Leadership in Finance Panel
Moderator: Sue Lemon, CFA, CEO and Board Member, CFA Society Toronto
Panel:Andrew Kriegler, MBA, President and CEO, Investment Industry Regulatory Organization of Canada
Robbie Pryde, CFA, Vice Chair and Head of Equities, TD Securities
Anne Richards, Chief Investment Officer, Aberdeen Asset Management
Kim Shannon, MBA, CFA, President, Founder and Chief Investment Officer, Sionna Investment Managers
5:50 PM - 6:00 PM Closing Remarks
6:00 PM - 7:30 PM Networking Reception

Who Should Attend

This event will appeal to financial professionals who want to take their leadership profile to the next level.

Register for this event

Prices are subject to 13% HST
Prices: Members: $65 Non-Members: $75
Early Bird Pricing before March 31 Members: $55 Non-Members: $65
For general registration information or to redeem your CFA Society Toronto voucher, please contact

NEW: Discount Pricing for Members: *A 10% discount on any continuing education course with three (3) or more participants from the same firm. The discount will be applied to the total cost (before taxes). To obtain this special discount, contact **Some restrictions may apply.

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CFA Institute Activity

This program qualifies for credit under the guidelines for the CFA Institute Continuing Education Program