Are We Prepared for Demographic Changes Ahead? PEAK MAY HONOURING WOMEN IN FINANCE Fairmont Waterfront Hotel, Vancouver, BC

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1 EXCELLENCE IN THE PRIVATE SECTOR EXCELLENCE IN THE PUBLIC SECTOR LIFETIME ACHIEVEMENT COMMUNITY LEGACY RISING STAR mind Are We Prepared for Demographic Changes Ahead? PEAK MAY HONOURING WOMEN IN FINANCE Fairmont Waterfront Hotel, Vancouver, BC PARTNERSHIP

2 What are the AWF PEAK Awards? On May 8, 2014, the 17th annual PEAK Awards will be presented by the Association of Women in Finance (also known as the AWF). PEAK stands for Performance, Excellence, Achievement, and Knowledge. The PEAK Awards recognize five accomplished women in the following fields of finance: Lifetime Achievement, Excellence in the Private Sector, Excellence in the Public Sector, Community Legacy, and Rising Star. The PEAK Awards also present the perfect setting to highlight the AWF s Scholarship Fund. The AWF will host 400 guests at the PEAK Awards, including a gourmet dinner and exciting keynote address, at the luxurious Fairmont Waterfront Hotel. Every aspect of the evening is carefully planned and professionally executed. Prior to the ceremony partners are encouraged to network at an exclusive wine reception. The evening is moderated by an emcee who brings showbiz finesse. Finally, the entire AWF Board of Directors is on hand to ensure that each of its partners and all of its guests have an enjoyable PEAK experience. The reputation of the PEAK Awards and the mission of the AWF make this a sellout event every year. Who has been recently honoured with an AWF PEAK Award? Lifetime Achievement Shelley Brown Partner, Deloitte Excellence in the Private Sector Gail Edwards President, JH Investments Inc. Excellence in the Public Sector Cheryl Yaremko EVP Finance & CFO, BC Hydro Community Legacy Elise Rees Partner, Ernst & Young LLP Rising Star Julie McGill Director, CAI Capital Management Co AWF PEAK Honourees Lifetime Achievement Anne M. Stewart, Q.C. Partner, Blake, Cassels & Graydon, LLP Excellence in the Private Sector Jane Russell, Senior Vice President, TD Canada Trust, Pacific Region, TD Bank Group Excellence in the Public Sector Stephanie Sharp, President, Ferax Consulting Corp Community Legacy Joanne Hausch, Associate Partner, Deloitte Rising Star Christine Bergeron, Investment Manager, Vancity Capital AWF PEAK Lifetime Achievement Honourees 2011 Nancy McKinstry, C.M., Chair of the Board of Directors, ICBC and Founding Member, Minerva Foundation for BC Women 2010 Sarah Morgan-Silvester, Chancellor - UBC 2009 Virginia Greene, President & CEO - Business Council of BC 2008 Carol Newell, Principal - Renewal Partners 2007 Doreen McKenzie-Sanders, Executive Director - Women in the Lead PARTNERSHIP 2

3 What are five reasons you should partner with the AWF for PEAK 2014? 1. Showcase your place among Vancouver s most senior and influential business leaders; 2. Build your local brand engagement by addressing the audience as a key PEAK partner; 3. Be recognized as a corporate leader supporting female finance talent in Vancouver; 4. Support your clients or colleagues being honoured with flexible partnership options; and 5. Associate your brand with a stylish, thought provoking themed event Mind the Gap. Who is this year s AWF PEAK keynote speaker? Lynn Lancaster Bestselling author and co-founder of BridgeWorks, LLC, speaking on generational issues in the work place Lynne Lancaster is a management consultant, coaching senior executives from major U.S. companies on communication issues, and award winning author and speaker. Lynne is co-author of the best-selling business book When Generations Collide: Who They Are. Why They Clash. How to Solve the Generational Puzzle at Work. A consistent favorite among CEOs, the book spent time on several best-seller lists and is one of only two titles published by HarperCollins in 2003 that has sold more copies each year since publication. Her new book, The M-Factor: How the Millennial Generation is Rocking the Workplace, co-authored with business partner David Stillman, has just been published and has already garnered a gold medal from the Axiom business book awards. PARTNERSHIP 3

4 What are the AWF PEAK Awards Criteria? LIFETIME ACHIEVEMENT A Lifetime Achievement PEAK Nominee is a woman in the field of finance who: * has 30+ years of experience; * demonstrates an enduring commitment to achieving excellence; * guides, supports and encourages the development of others or the promotion of women; * is actively involved in her professional or personal community; and * is described as a leader, ground-breaker, or visionary by her peers. EXCELLENCE IN THE PRIVATE SECTOR An Excellence in the Private Sector PEAK Nominee is a woman in the field of finance who: * works in the private sector; * demonstrates a high and quantifiable contribution to her company or industry; * guides, supports and encourages the development of others or the promotion of women; and * is actively involved in her professional or personal community. EXCELLENCE IN THE PUBLIC SECTOR An Excellence in the Public Sector PEAK Nominee is a woman in the field of finance who: * works in the public or not-for-profit sector; * demonstrates a high and quantifiable contribution to her institution or industry; * guides, supports and encourages the development of others or the promotion of women; and * is actively involved in her professional or personal community. COMMUNITY LEGACY A Community Legacy PEAK Nominee is a woman in the field of finance who: * demonstrates a sustained commitment to the finance community in advancing diversity on boards for the goal of better business; * is respected by her community for her contributions; and * guides, supports and encourages the development of others or the promotion of women. RISING STAR A Rising Star PEAK Nominee is a woman in the field of finance who: * has less than 15 years of experience and is under 40 years of age; * is an early leader who has made meaningful professional contributions that are outstanding and unique; * guides, supports and encourages the development of others or the promotion of women; and * is actively involved in her professional or personal community. PARTNERSHIP 4

5 How do you become an AWF PEAK Awards Partner? PRESENTING PARTNER ($17,500) one (1) available * Industry exclusivity at Presenting Partner level. * Scripted introduction of keynote speaker or PEAK Honouree in chosen category (Presenting Partner has first choice). Please see award criteria on page 4. Honourees announced in early February * Speaking opportunity at AWF PEAK VIP Reception. * Exclusive Presenting Partner tier word mark or logo placement (full colour or black and white depending on placement piece) on call for nominations, save the date, media releases, partnership package, invitation, gala visual presentation, program and marketing materials, and AWF/PEAK website. * Exclusive Presenting Partner word mark or logo (full colour or black and white depending on placement piece) on three-quarter page Globe and Mail ad and all Business in Vancouver advertorials (minimum of six). * Full page outside, back-cover ad in the AWF PEAK Awards program (full colour). * Seat on one 2014 Judging Panel for the AWF PEAK Awards. * Twenty (20) tickets to the AWF PEAK Awards VIP Reception. * Two (2) tables of ten (10) at the AWF PEAK Awards, with signage, valued at $7,000 (additional tables(s) available at cost). HONOURING PARTNER ($8,000) five (5) available * Industry exclusivity at Honouring Partner level. * Scripted introduction of keynote speaker or PEAK Honouree in chosen category (Presenting Partner has first choice). Please see award criteria on page 4. Honourees announced in early February * Honouring Partner tier word mark or logo placement (full colour or black and white depending on placement piece) on gala visual presentation, program and marketing materials, and AWF/PEAK website. * Word mark or logo recognized with Award Presented By or Keynote Presented By on three-quarter page Globe and Mail ad (full colour or black and white depending on placement piece). * Word mark or logo (full colour or black and white depending on placement piece) recognized with Award Presented By or Keynote Presented By featured in Business in Vancouver advertorial. * Full page ad in the AWF PEAK Awards program (full colour). * Ten (10) tickets to the AWF PEAK Awards VIP Reception. * One (1) table of ten (10) at the AWF PEAK Awards, with signage, valued at $3,500 (additional tables(s) available at cost). PARTNERSHIP 5

6 How do you become an AWF PEAK Awards Partner? SCHOLARSHIP FUND PARTNER ($6,000) one (1) available * Industry exclusivity at the Scholarship Fund level. * Scholarship Fund Partner tier word mark or logo placement (full colour or black and white depending on placement piece) on gala visual presentation, program and marketing materials, and AWF PEAK website. * Scholarship Fund Partner word mark or logo on three-quarter page Globe and Mail ad (full colour). * Half page ad in the AWF PEAK Awards program. * Ten (10) tickets to the AWF PEAK Awards VIP Reception. * One (1) table of ten (10) at the AWF PEAK Awards, with signage, valued at $3,500. HOSTING PARTNER ($3,500) * Hosted Table signage. * One (1) table of ten (10) at the AWF PEAK Awards. * Logo in the AWF PEAK Awards program (full colour). GIFT BAG PARTNER ($2,500 in kind) * Gift Bag Partner tier word mark or logo placement (full colour or black and white depending on placement piece) on gala visual presentation, program and marketing materials, and AWF PEAK website. * Gift Bag Partner tier word mark or logo placement in gala program (full colour). * Supply 450 co-branded gift bags (Partner logo and, AWF PEAK logo). * Opportunity to create further branding presence with employee volunteers handing out gift bags (in collaboration with AFW Board Members). * Half page ad in the AWF PEAK Awards program (full colour). * Two (2) tickets to the AWF PEAK Awards VIP Reception. * Two (2) tickets to the AWF PEAK Awards, valued at $500. PARTNERSHIP 6

7 What is the Association of Women in Finance? Who are we? The AWF is a group of finance professionals dedicated to supporting the advancement of women in finance. We are executives, bankers, lawyers, accountants, investment professionals, actuaries, venture capitalists, insurers, and entrepreneurs. We work in both private and public practice across a wide range of industries. What do we do? Quite simply, we exist to encourage women finance professionals to claim their seats at boardroom tables. How do we do it? Since 1996, we ve been honouring successes, supporting advancement, and exchanging knowledge: (1) by recognizing women in finance who have achieved excellence; (2) by encouraging women to enter the finance field through our scholarship program; and (3) by involving, connecting, and developing women in the business community through events like our Economic Update, Real Estate Forum, and Fireside Chats. Why do we do it? Women remain under-represented in top leadership positions and on corporate boards. The 2011 biennial Catalyst Census: Financial Post 500 Women Board Directors details women s representation on corporate boards at the largest companies in Canada ( * In 2011, the percentage of women directors at public companies was 10.3 percent (the same as in 2009). * In 2011, women held just 3.6 percent of board chair positions at public companies, an increase of less than a half of a percent since * In 2011, approximately 40 percent of companies still had no women board directors. PARTNERSHIP 7

8 Who should you contact for more information? Partnerships Lisa Holland, AWF PEAK Sponsorships Tickets Sales Paula Craig, AWF Administrator Sandra Abley AWF President The AWF and the AWF PEAK Awards Kate Ayoubi AWF Vice President Danielle Slavin PEAK Chair Erica McGuinness PEAK Vice Chair ext 203 Who sits on the AWF Board of Directors? Sandra Abley Senior Manager, High Net Worth Planning, TD Waterhouse President Kate Ayoubi Senior Manager, National Assurance Services, Ernst & Young LLP Vice President Sandra Tetzlaff Heaver Tetzlaff, Professional Accountants Treasurer Danielle Slavin Investment Counsellor, CIBC Private Investment Counsel PEAK Chair Erica McGuinness Associate, Sequeira Partners PEAK Vice Chair Julia Yan Vice-President, Regional Sales, TMX Equity Transfer Services Events Chair Anna-Marie Lyons Financial Planning Consultant, RBC Dominion Securities Inc., Wealth Management Services PEAK Nominations Lisa Holland Investment Advisor, RBC Dominion Securities Inc. PEAK Sponsorships Beth Hardy Director of Marketing, Farris, Vaughn, Wills & Murphy LLP AWF Communications Una de Boer Director of Marketing, Delta Controls AWF - Director at Large, Marketing & Community Relations Karen Carteri Partner, McMillan LLP AWF - Governance/Secretary Sylvia Kovesdi Senior Account Manager, Commercial Real Estate, HSBC AWF - Director at Large, Major Events Erica Weiss Associate, McMillan LLP AWF - Director at Large, Fireside Chats PARTNERSHIP 8

9 Association of Women in Finance AWFbc