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2017 Conference Agenda
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2017 Conference Agenda

Subject to change



Pre Conference - Wednesday May 24

Conference Day 1 - Thursday May 25

Conference Day 2 - Friday May 26


with descriptions




Join us one day early to take advantage of our deep dive masterclasses.

Invite your colleagues who cannot attend the conference but want to take advantage of our excellent roster of speakers.

YES - you can just come for the masterclasses!


For more information on pre conference masterclasses, click here.


$195 per Masterclass


 09:00 - 12:00 Masterclass 1 Masterclass 2 Masterclass 3

Dan Montgomery

Agile Strategies


Achieving Business Agility with OKRs

Greg Pilkington



12 Strategy Formulation & Execution Frameworks

Dr. Sheri Barker & Valerie McLeod

Haines Centre for Strategic Management


Facilitating Strategy Sessions: The Systems Thinking Approach

 13:30 - 16:30 Masterclass 4 Masterclass 5 Masterclass 6 Masterclass 7

David Wilsey

Balanced Scorecard Institute / Strategy Management Group, Inc.


Measure What Matters - Improve Strategic Execution with KPIs

Frank Spencer &
Yvette Montero Salvatico

Kedge, LLC


Strategy Plus: From Insights to Impact

Peg Anthony

A-G Associates, Inc.


Managing the Disruption of Global Turbulence

Peter Sorenson

Strategic Organization Design


Strategy Driven Deliberate Organization Design

 17:00 - 19:00 Opening Reception & Exhibitor Showcase








07:30 - 18:00

Registration and Exhibitor Showcase
08:00 - 08:30 Breakfast
08:30 - 08:45 Welcome Remarks
08:45 - 09:30

Keynote Presentation - Paul Sturgess, Royal Bank of Canada - Strategic Leadership and Business Architecture

 09:45 - 11:00 Session 1 Session 2 Session 3 Session 4

Nadia Khaled Al-Zeabot

Kuwait Oil Company

Managing Change Through "Center of Excellence" Implementation for the Upstream Oil Sector in Kuwait

Jitu Marwaha

SanDisk/ Western Digital

Creating New Markets Through Disruptive Innovation

Elliot Rawls

U.S. Cellular

Don't Let Your Strategic Plan Get in the Way of Your Strategy

Philip Rowley

Berkeley Research Group

Creating an Agile Culture

 11:00 - 11:30 Break and Exhibitor Showcase
 11:30 - 12:45  Session 5 Session 6 Session 7 Session 8

Blair Dimock

Ontario Trillium Foundation

From Strategy to Impact: One Funder's Journey to Granting for Outcomes


Matt Sitter

CrossLead, Inc.

Strategy in the Digital Age: Leveraging Organizational Networks to Connect Strategy with Execution

David Kalinowski

Proactive Worldwide, Inc.

Leveraging Strategic War Games for Competitive Advantage 

Brian Cassell, Linda Fineman, Dan Montgomery

Ethos Veterinary Health

Agile Alignment into Action: A Strategic Planning Case Study using a Transformative Platform

 12:45 - 13:45 Lunch
 13:45 - 14:30

Keynote Presentation - Devyn Smith, Sigilon - Building and holding a Strategy during Turbulence

 14:45 - 16:00 Session 9 Session 10 Session 11 Session 12


Gwen Manderson, Daniel Olding

Town of Richmond Hill

People Plan Richmond Hill - Putting all the Elements of Strategic Planning and Strategic Implementation Together

Brian Emmett

Imagine Canada

Charities and Non Profits in an Era of Eonomic and Demographic Change


Dr. Tanai Charinsarn

Innovance Partners Co. Ltd

Using Emerging Business Opportunities (EBO) model in Corporate Portfolio Strategic Planning

Dr. Sean Stein Smith

Rutgers University

Quantifying the Qualitative - Better Data & Strategic Decision Making

 16:00 - 16:30 Break and Exhibitor Showcase
 16:30 - 17:45  Session 13 Session 14 Session 15 Session 16


Jaime Schonfeldt, Denise McNerney

iBossWell, Inc.

Assessing the Effectiveness & Sustainability of Your Program Portfolio

Rossana Creo

United Nations Federal Credit Union

Culture Eats Strategy for Breakfast: Using Strategic Communications to Manage Change and Create Organizational Alignment 

Brett Knowles

Performance Measurement & Management (Pm2)

The Personal Strategic Scorecard

Tom Witty

Americo Financial Life Insurance Co.

Bridging the Gap between Business Strategy and Project Execution

19:00 - 22:00  Networking Dinners (optional)






08:00 - 16:00

Registration and Exhibitor Showcase
 08:00 - 08:30 Breakfast
08:30 - 09:00 Association for Strategic Planning / Strategic Planning Society Alliance Update
09:05 - 10:00

Panel Discussion: Agile Smackdown!


Chris Hafner - Think Aspirant (Panel Moderator)

Howard Rohm - Balanced Scorecard Institute

Alan Leeds - Agile Strategy Manager

 10:00 - 10:45 Break and Exhibitor Showcase
 10:45 - 12:00 Session 17 Session 18 Session 19 Session 20

John LaBrie

Northeastern University - Toronto


Navigating Change using Strategic Direction: One University's Journey through Disruptive Change

Jennifer Baker



What Good is Strategy if You Can't Implement It?


Diane Meister/ Neelima Firth

Meridian Associates / Best Laid Plans Inc.


Outfox Organizational Risk with Scenario-Based Strategic Planning


Mike Abrey - Bugg, Robert Wyatt

Strategic Planning Society


Strategic Implications for Corporate Reputation Management

 12:00 - 13:15 Lunch and Awards
13:15 - 14:00  Disruption in Healthcare Leading Strategy in these Challenging Times. A Healthcare Panel Discussion


Chinue Uecker - ICMC (Panel Moderator)

Dr. Chet S. Rihal - Mayo Clinic

Devyn Smith - Sigilon

Michael Kessel - Cleveland Clinic Canada

 14:15 - 15:30  Session 21 Session 22 Session 23

Jesse Russell

Big Picture Research & Consulting


Don Quixote or Sancho Panza: Who Is Doing Your Planning?

Pamela Lomax

YZ Strategies


It's not just for Senior Management - Case Studies using an inclusive Strategic Planning Process

Christina Burns Bruce

City of Vaughan


The Stewardship of Service Excellence at the City of Vaughan: Measuring our Success

15:30 Conference Close