Director, KPMG’s Centre for Universal Health Coverage

Andrew is a Management Consultant with 19 years working in the health and public sectors in Canada, the Caribbean and internationally. Andrew is a founding member and Director of KPMG’s Centre for Universal Health Coverage and now advises government on approaches to health system transformation including funding reform and service delivery transformation. Andrew is known for his success managing large and politically sensitive projects, providing clients with tangible and timely results and supporting the development of colleagues. Andrew is also a strong communicator in both English and French and has proven project management and leadership skills. Andrew holds an MBA in Finance and International Business from McGill University, and Bachelors’ of Arts in Economics and French Literature. He is a Certified Management Consultant (CMC) and is a member of the Canadian Evaluation Society.

Lecturer and Director, Social Enterprise Initiative, Rotman School of Management

Dr. Ann Armstrong was an instructor at the Rotman School of Management for the past 15 years. She was the Director of the Social Enterprise Initiative responsible for increasing the School’s involvement in the non-profit and social enterprise sectors through curriculum design, research and community engagement.

Ann teaches change management in the Executive Development Program as well as in the MBiotech and Innovation Programs at the University of Toronto at Mississauga. She was the Academic Co-Director of Rotman’s Learning Exchange with Regent Park. Ann is working on an SSHRC-supported research project that looks at the social economy of Ontario. She has written articles on a broad range of subjects such as diversity in the non-profit sector to case studies on green social enterprises.

She has co-authored the Canadian edition of a textbook on organization design with Dr. Richard Daft and a textbook on Canada’s social economy with Drs. Jack Quarter and Laurie Mook. Ann has ‘Canadianized’, with Joan Condie, ORGB by Nelson and Quick.

Ann received her Ph.D. in organizational behaviour from the University of Toronto. In addition, she sits on several not-for-profit boards.

Principal, Charitably Speaking

Ann Rosenfield, MBA, CFRE is an award-winning professional who has been helping donors, volunteers, Boards, and neighbours make good decisions about charity for over 20 years. She is Principal of Charitably Speaking and serves as the the Editor of Hilborn Charity eNews. She has spoken on philanthropy from Amsterdam to San Francisco and her professional volunteer leadership service includes over 8 years with Imagine Canada. She is the Chair of Association of Fundraising Professionals Congress in 2018 – the largest fundraising conference in Canada. In her spare time, she serves as Board Secretary of Rainbow Railroad and is a roll up the sleeves volunteer with several local charities including Not Far From The Tree.

Strategic Advisor

Candice collaborates with leadership / corporate boards to define and execute growth strategies, supporting their journey from initial insights through to the operational and organizational transformations. As a senior advisor to both emerging and established brands, she has helped create new business models, enter new markets, and develop new products and services.  With a focus on retail and consumer-facing industries, Candice worked across a broad range of industries, including cannabis, healthcare, manufacturing, and distribution. She holds a Bachelor of Commerce from Mount Allison University.

Director of Education and Youth Engagement, Jane Goodall Institute of Canada (JGI)

Carissa MacLennan is the Director of Education and Youth Engagement at the Jane Goodall Institute of Canada (JGI). Prior to JGI, Carissa was an Education Manager with UNICEF Canada, working on children’s rights-based approaches to education. She has also worked for JHR (Journalists for Human Rights) where she developed and managed programming for their domestic and international departments, working in Liberia, Sierra Leone, Ghana, Zambia, and in universities across Canada. Carissa’s governance experience includes serving on the boards for Canadian-Sudanese Volunteers for Development, OneChild, and Local Buttons.

Chris Carter is the principal of orgshift solutions, which helps clients from all sectors – non-profit, private and public – design and deliver strategic and operational decision-making, value-driven transformation programs, and breakthrough group collaboration performance. Prior to orgshift, Chris worked for some of Canada’s top consulting firms – such as KPMG, A.T. Kearney and DMR Consulting – leading Canadian and global teams deliver organizational transformation services, both for clients and internally within the firms. Chris holds a Masters of Science in Management from Antioch University in Seattle, and a Bachelor of Applied Science in Systems Design Engineering from the University of Waterloo. He is a Certified Management Consultant (CMC) and a Project Management Professional (PMP), as well as a member of the International Association of Facilitators (IAF) and the Project Management Association of Canada (PMAC). He is on the Board of Directors for both the Canadian Association of Management Consultants and PMAC.

With over 25 years assisting clients in all aspects of change, especially when enabled by technology, Chris provides a broad range of consulting services, such as: facilitating strategic direction, designing appropriate and flexible organizational structures and processes, documenting business and system requirements, creating road maps and action plans, conducting stakeholder consultations, assessing organizational culture, preparing transformation program business cases, recommending governance structures, developing outsourcing strategies, implementing benefit realization plans and systems, and providing program management leadership and support to achieve desired business outcomes.

For Endeavour, Chris is excited to bring his deep interest in capability development and digital interaction technologies. Passionate about promoting excellence and building capability in the management consulting field, Chris has designed and facilitated many interactive and intensive learning and development programs, delivered both in-person and virtually, in areas such as: strategic relationship building, value management, specialized transformation solutions, and consulting engagement delivery. Chris believes the future of collaboration lies in leveraging digital interaction technologies to enhance processes like strategic planning, service delivery reviews, and transformation program development and deployment. The blending of innovative in-person and virtual practices and tools leads to greater stakeholder engagement, increased quality and depth of participant contributions, more transparent group agreements, direction-setting and decision-making, and ultimately a higher quality consultation process with higher levels of acceptance.

Independent Consultant

Hilary is a management consultant with over 25 years’ experience in leading transformational change across a wide range of industry sectors, including not for profit. Hilary is known for working collaboratively with stakeholder groups to deliver pragmatic solutions that have organization-wide impacts. Hilary is a certified practitioner in change management and conflict resolution.

Director, Product Strategy and Innovation, RBC Ventures

Julian Antony is Director of Product Strategy and Innovation at RBC Ventures, focused on building and acquiring new business ventures to re-imagine the future of banking. Julian brings a mix of banking, management consulting and social sector experience in developed and emerging markets, with 10 years of projects in Corporate Strategy, M&A Due Diligence, Business Building and Operations Optimization.

Julian started his career in Canada as an engineer at BlackBerry, followed by business strategy at Capital One, where he worked on new product launches and growth partnerships. Julian then took on a variety of international roles, including scaling a social enterprise in Haiti, launching a microfinance bank in the Philippines and developing global corporate strategy for Standard Chartered Bank, based in Singapore.

Julian is passionate about leveraging business sector approaches to drive sustainable impact in the social sector, and returns to Endeavour after previous experiences as a Senior Consultant and a member of the Development Committee. Julian holds a Chartered Financial Analyst designation and has an Honours Bachelor of Electrical Engineering degree from McGill University.

Health Care Executive, Assistant Professor and Consultant

Lorne Zon is a retired health care executive, assistant professor and consultant whose expertise spans governance, strategy, and partnerships.

Lorne has held leadership positions in several non-profit health care agencies at the provincial, regional and local levels.  As a CEO, he helped several agencies through renewal processes and has mediated the mergers of several health care agencies.  At York University, he developed and delivered courses in management, leadership, and seniors’ policy.  Lorne has consulted for government and community organizations and has also served as a Director and Chair of several non-profit boards.

Director, Volunteer Relations, Project Managers without Borders  

Lynn Shannon is an experienced project manager and program director with over 25 years of experience in the IT, communications and media industries. Her career includes senior management positions in digital strategy at Rogers Communications, Torstar Digital, and McClelland and Stewart Publishers.

Originally trained as a teacher, Lynn continues to coach and mentor students and is a popular project management instructor at the University of Toronto’s School of Continuing Studies.

Lynn is also an active volunteer with the Project Management Institute (PMI), is a former president of its Toronto Chapter, and continues to represent and present at PMI conferences around the world.

Besides her PMP designation, Lynn holds a Bachelor of Education from McGill University and certifications in Graphic Arts Management from Ryerson University.

Mehroz is a clinician scientist trainee at Western University. Passionate about digital health, he has worked and consulted for a number of healthcare startups along with having worked as an investment associate in a healthcare venture capital. Mehroz specializes in drug development, clinical trial design, and was awarded a fellowship for developing and commercializing drugs for rare cardiovascular diseases. Mehroz has a BSc and MSc in medical science from University of Toronto, a PhD in Medicine from the University of Oxford, and was also an I2I Fellow at the Said Business School at the University of Oxford.

President, Common Good Strategies

Steven Ayer is the Founder and President of Common Good Strategies, a market research and strategic consulting group that specializes in research for the non-profit sector. Current non-profit projects include surveys, evaluations, fund development, and data strategies.

Before starting Common Good Strategies, Steven was a Senior Research Associate at Imagine Canada where he co-authored several reports on the non-profit sector. His publications include Corporate Community Investment Practices, Motivations and Challenges: Findings from the Canada Survey of Business Contributions to Community, believed to be the most comprehensive study of corporate contributions to non-profit and charitable organizations conducted in North America, and the 2007 Highlights Report for the Canada Survey of Giving, Volunteering, and Participating, the largest study of individual giving and volunteering behaviour in Canada. He has also written extensively on fundraising costs, transparency and revenue strategies. Prior to his work at Imagine Canada, Steven was Research Manager and Research Associate at the Institute for Sport Marketing, where he managed an array of research and consulting projects related to marketing and sponsorship.

Steven holds an MBA degree from Laurentian University and is a recipient of the Social Science and Humanities Research Council’s Canada Graduate Scholarship. In his spare time, Steven is an enthusiastic volunteer and an equally enthusiastic mediocre athlete.

Independent Consultant

Steven is a Management Consultant with 30 years experience in many roles and industries. Steven’s experience Includes Management Consulting, Operational CIO, Process Improvement and Organization Design, Software Implementation, Professional Services Delivery, Program/Project Management, Quality Assurance Reviews, Risk Management, Security and Privacy. Steven has experience in multiple industries including Public Sector (all levels), Financial Services, Real Estate, Telecommunications, Utilities, Mining, Professional Services, Logistics, Mill and Manufacturing in all aspects of these businesses. Steven is known for his ability to come up with innovative solutions, deliver complex programs and projects, and to deliver not just on metrics but on business outcomes and value. Steven has Bachelor of Business Management from Ryerson University, is ITIL certified, and has a Government of Canada Reliability Status clearance.

Manager, KPMG Strategy & Operations

Stuart is a consultant with KPMG’s Strategy & Operations practice in Toronto, and his experience has been focused on providing strategic advice for companies in energy, fast-moving consumer packaged goods, public and financial services sectors across three continents – North America, Europe and Africa – helping them address issues related to operational effectiveness, identifying new, untapped growth markets, optimizing product distribution and leading large, transformational change initiatives.

Stuart is former Rotarian who is passionate about working with non-profit and community organizations, with a specific focus on youth education in underprivileged communities both here and abroad. His service to helping the local and student community in London, Ontario garnered him the “Humanitarian of the Year” award for his graduating class. While at KPMG, Stuart has been an active volunteer at Free The Children’s Me-To-We Take Action Camp helping young leaders with strategic planning.

Stuart holds an MBA from IESE Business School, University of Navarra, and an Bachelor of Management and Organization Studies from The University of Western Ontario

Senior Manager, KPMG Advisory Services

Tae Hyun An is a Senior Manager in the Advisory Services practice of KPMG LLP, with over 15 years of professional services experience primarily in both corporate and investment finance. He has been involved in a variety of management consulting projects including operating model design, integrated business planning, post-merger integration / finance transformation, driver-based management, and global implementation of finance systems.

Prior to venturing into the world of management consulting, Tae worked as a senior emerging market equity research analyst, advising major institutional investors on the current valuation and assessment of their potential investment targets.

As a proven business professional with knowledge and expertise in business strategy, enterprise performance management, and equity valuation, Tae brings a very unique blend of skillset in both equity research and management consulting. Methodical and systematic in his approach to solve business problems, he is able to provide both outside-in and inside-out views of a company in a highly insightful manner. He has worked directly with clients across a number of industries including Financial Services, Manufacturing, Mining, Pharmaceuticals, Retail, Telecommunications, and Utilities. He also brings specialized knowledge in the Transportation and Infrastructure segments. He has provided independent equity valuation of publicly-traded companies in both developed and emerging markets.

Senior Manager, Run for the Cure Fundraising, Canadian Cancer Society

Tanya Rumble is an authentic and results-driven relationship and fundraising manager with over 10 years of tenure. Her background includes diverse and deep experience in government relations; community and public health; and the non-profit and academic sectors. She has cultivated expertise in fund development for the health charity industry, and is a Certified Fundraising Executive (CFRE).

She is Senior Manager, Run for the Cure Fundraising at the Canadian Cancer Society and in this role leads all community engagement functions for the CIBC Run for the Cure with a fundraising portfolio of $17MM.

Tanya is Co-Founder of Toronto plus Acumen, an official chapter of Acumen. Tanya is a past 7 year leadership volunteer with Canada’s largest grant maker – the Ontario Trillium Foundation. She was most recently appointed by the Ontario Minister of Health and Long-term Care to the Citizen’s Council advising the Minister on healthcare and drug policy in the province. Additionally Tanya enjoys grassroots volunteer opportunities – she is a Project Advisor with Endeavour Volunteer Consulting for Non-profits, is a Jane’s Walk leader, and regularly volunteers with the Daily Bread Food Bank.

Tanya completed a Honours Bachelor of Arts in Political Science at McMaster University and a Masters Certificate at New York University with the World Health Organization. She is currently pursuing the Masters of Public Policy, Administration and Law at York University. Tanya is naturally inquisitive and a lifelong learner – she is a graduate of the 2017 AFP Inclusion and Philanthropy Fellowship, and 2010 DiverseCity Fellowship.

Principal, Lough Barnes Consulting Group

Tony Yu is a Principal at Lough Barnes Consulting Group. Tony is a skilled public sector and not-for-profit consultant with experience in conducting program/performance evaluations, strategic planning and implementation, service model design and business planning. His clients include Ontario’s Ministries and the broader public sector in the areas of health, child welfare, mental health and addictions, transportation and culture.

Tony holds an MBA from Schulich School of Business, York University, BSc from University of Toronto and is currently the Vice-Chair on the board of St. Michael’s Homes.

Senior Director of Product Management, Avanade

Jeff is the Senior Director of the Product Management practice within the Avanade Digital Innovation Studio Network, based out of Toronto. He has more than 20 years experience building and operating large digital systems, and the teams that build them.

At Avanade, Jeff has previously been responsible for building capabilities in new digital areas such as Cloud, Mobile, and AR/VR, as well as building and leading large Engineering and Design teams. He consults in product strategy and is an expert in Design Thinking. Before joining Avanade, Jeff held Senior Product Management roles at multiple high growth technology firms, and ran business & product operations for a large software product portfolio company.

Jeff holds Bachelors of Applied Science (Electrical Engineering) and a Bachelors of Arts from the University of Waterloo, and an MBA from INSEAD (Strategy).

Director Business Architecture, RBC

Krishna Aggarwal is Director of Business Architecture at RBC, managing internal consulting projects by helping senior executives with their top priority strategic problems. Prior to joining RBC, Krishna was a senior consultant for EY’s Performance Improvement practice helping organizations with standing-up and/or improving their risk management practices and programs. Krishna’s governance experience includes serving on the board of Hope 24/7 a Sexual Assault Clinic, where she was the Finance chair and supported efforts to lobby for better funding to support key programs that supported clients of the clinic. Krishna is passionate about applying her learnings and skillset from the business sector to drive sustainable impact in the social sector and our communities. Krishna holds an MA and BA in Economics from the University of Waterloo.