Jonathan Schwartz Email and Phone Number

Ministry of Finance• Led policy development for a range of complex property tax assessment issues.• Provided strategic advice, conducted research leading to policy analysis and the development of policy options. • Initiated complex technical and legislative research and analysis.• Provided advice on legislative and regulatory options for implementation of new policy initiatives.• Led the legislative design process for new initiatives, provided interpretations of existing tax legislation, and provided strategic advice regarding proposed new legislation.• Established and maintained effective networks with internal and external stakeholders. Ministry of Education• Provided project leadership and expertise in the development and implementation of policies and programs. • Led development and analysis of policy options, designed programs and detailed funding models. • Reviewed and analyzed research findings, program evaluations and other forms of evidence-based decision making.• Formulated recommendations, strategies and policy options for senior management.Ministry of Health and Long-Term Care• Project lead for reform of Convalescent Care Program. • Led teams devoted to design and evaluation of legislation, regulations, policies and programs, . • Analyzed and advised divisional and government staff regarding negotiations, policy design, and political strategy to implement program policies and standards. • Provided strategic policy expertise and advice based on extensive research across jurisdictions, on governance-based policy initiatives.• Conducted system impact analyses of proposed health care system changes.• Supported activities related to privacy programs for business units and ensured compliance with legislative and regulatory requirements as Manager, Privacy and Access with Cancer Care Ontario.• Developed MOHLTC Data Release Policy, work plan and research paper.

Ministry of Economic Growth and Development/Ministry of Research, Innovation and Science• Manager, New Economy Regulation Unit, part of the Open for Business Division. • Built and managed a high-performing team of 2-3 Senior Policy Advisors committed to collaboration, problem-solving and customer service. • Led team dealing with complex, controversial and politically sensitive initiatives.• Guided team through diagnosis of complex legislative/regulatory/policy problems and co-creating innovative and practical solutions. • Coached and developed talent.• Managed multiple projects and priorities in a matrix environment.• Championed use of agile approaches to regulation in the transformative technology space, including the use of alternatives to regulation such as international standards and “regulatory sandboxes”. Key achievements in this role:• Established process for the early identification of transformative technologies. • Articulated and developed “regulatory foresight” function to anticipate and respond to “new economy”-based challenges.• Partnered with regulatory ministries to develop policy options for diffusion and adoption of transformative technologies.• Led creation of evergreen Information Notes on 13 critical transformative technologies, including media and jurisdictional scans. • Developed and managed creation of “calling card” material including Logic Models, Value Propositions, and Introductory Slide Decks to facilitate Senior Management Presentations. • Designed strategy for involvement in key roundtables including Clean Technology and Block Chain multi-ministry initiatives given limited resources.

• Team Lead, Child Development and Specialized Services Branch. • Provides strategic leadership on cross-branch, multi-pronged initiatives including Complex Special Needs responsiveness and sustainability.• Project lead for development of integrated program design strategy aimed at engaging Ministries of Health and Education in problem-solving for target populations.• Project co-lead for development of Therapeutic Respite strategy to provide complimentary in-home and out of home respite services for Children and Youth with Complex Special Needs.• Leads preparation of Treasury Board Submission to enhance programs that service Children and Youth with Complex Special Needs.

• Provided day-to-day operational management and direction to Information Services (IS) Team comprised of Information and Tribunal Analysts (ITAs) and Information Officers (IOs) • Ensured high-quality client service, resolved individual user/technology issues, and achieved client service standards through measurement and monitoring of IS processes, feedback and case data. • Identified areas for operational and enterprise improvement and worked across the CAO to inform program and policy priorities that strengthened the CAO’s online, client-focused services. • Worked closely with the Senior Management Team (SMT), analysed and resolved complex issues, and recommended process improvements/mitigation strategies. • Coordinated the processing of outbound casework to ensure completion within required timeframes. • Worked with business and reporting analysts to benchmark and improve against the CAO’s performance measures and Key Performance Indicators. • Reviewed, updated and drafted training and reference materials on the Condominium Act, 1998, regulations made thereunder and related resources. • Developed departmental procedure manuals for use by the IS Team, including phone scripts, email templates, frequently asked questions, CRM procedures manuals, and key messaging.• Hired new staff, coached and mentored IS Team members and interns; conducted performance reviews; tracked and developed talent within the team to prepare and produce future CAO leaders.

• Provided strategic advice on a variety of legal and public policy issues affecting Canadians aged 45-plus.• Developed advocacy plans and protocols guiding interactions with government decision-makers and stakeholders.• Prepared documentation for Annual General Meeting and Board of Directors Meeting. • Reviewed advocacy requests from CARP members, provided front-line responses, and facilitated alternative courses of action as appropriate.• Drafted press releases, magazine articles, and other communications tools.

• Modernized national and regional governance structures.• Drafted and presented legal opinions regarding legislation, public policy and corporate governance developments as part of Public Policy team and Legal Advisory Committee. • Provided critical legal advice on a variety of issues, including employment, elections, pensions, corporate, charities and human rights law. • Managed key legal issues including drafting, negotiating, reviewing and enforcing contracts, administrative policies, procedures and best practices.• Facilitated communication between stakeholders regarding possible court actions and instructed outside counsel in litigation matters affecting the organization.

• Coordinated and oversaw implementation of all strategic planning and execution of legal, policy and political advocacy strategies related to faith-based school issues in Ontario.• Drafted legal and policy research memos, action plans, and issue guides to support a program of principled advocacy for faith-based schools.• Designed and implemented stakeholder and public awareness campaigns to publicize arguments in favour of inclusive public education. • Facilitated government relations efforts and ongoing meetings between community representatives with political decision-makers.

• Created conference programs promoting best practices for international corporate counsel, with emphasis on the US and Canadian markets.• Engaged leading corporate counsel, government officials, judges and regulators to speak at conference sessions.

• Drafted materials for, appeared at, or observed motions, mediations, examinations for discovery, small claims pre-trial, trial scheduling, and call-over court. • Conducted legal research and composed legal memoranda on various topics, with emphasis on insurance defence law.

• Conducted legal research and composed legal memoranda on a wide variety of subjects, with emphasis on solicitors’ negligence and liability. • Assisted legal counsel with and attended or observed pleadings, client meetings, motions, trial preparation, negotiations, ADR sessions, pre-trial, trial, and case conference.

Researched, monitored and communicated with non-governmental organizations for Dr. Sylvia Ostry's research team.