After wrapping up my last role, I took time to manage some personal matters and interests. I have continued using my skills in community work and further education.Joined Board of Christie Ossington Neighbourhood Centre, working on certification in Product Design Innovation from Carnegie Mellon University, Earned certifications in ELDOA levels 1 and 2 and became a donor for National Ballet of Canada.

Successfully integrated our acquired firm and a leader in Grant Thornton’s Business Advisory practice responsible for a 20-member team spread across the country. Responsible for sales, marketing, people solutions, digital transformation, integrations, process improvement, client acquisition and retention. ✶ Worked with clients across multiple industries such as technology, insurance, privately owned businesses, not-for-profits, cities, indigenous organizations, food and agriculture, manufacturing and supply chain.✶ Served as the leader of the Growth & Revenue Practice and as part of the Ontario and national leadership for public and NFP clients. ✶ A member of the Not-For-Profit Excellence Centre, Public Sector Excellence Centre and Cannabis Business Excellence Centre.✶ Coached and mentored team members, resulting in two promotions to senior management roles and one to partner. ✶ Built a robust ecosystem with other practices within the Firm, travelling regularly across Ontario and six other provinces.

I established a law firm and business advisory practice. The advisory practice grew rapidly and became the the sole focus under the eventual brand Growthpoint. We built revenue by 900% to $1.6M in 3 years by helping clients harmonize their sales and marketing functions to grow market share and revenue, drive efficiencies, and accelerate business performance improvements. We developed a strong company, a talented team of employees and contractors, a network of referring partner banks, accounting and technology organizations, and lasting relationships with RBC, BDC, EDC, HSBC, Collins Barrow, and SBLR. Sold to Grant Thornton in 2018. On the legal side also providing outsourced fractional law/advisory services including technology, licensing, contracting and IP strategy, organizational management, M&As, advertising, marketing, commercial contracting, distribution, and labour management issues for the initial 3 years.✶ Provided fractional COO services for multiple organizations including business entity and service reviews, sales organizations redesigns, and projects spanning sales, operations, technology, branding, strategy, and people. ✶ Devised a highly effective brand, marketing, and sales strategy that propelled business development, including a compelling customer engagement/experience and intellectual property that increased client retention to a 2-year average. ✶ Managed accounts, partnerships, customer experience, recruitment, in-house education, training, coaching, and mentoring.✶ Delivered a wide range of bespoke projects and provided fractional COO, CRO, and sales leadership talent to clients.✶ Led a seamless transition to pivot the business from a 100% independent contractor model to a 75% employee structure.✶ Successfully handled an array of complex legal and operational challenges, adhering to best practices to mitigate risks.

I was called back to serve on the executive team with signing authority (I was with the company between 2002 and 2006 but left after the go-public to try some entrepreneurial/other adventures). We worked on multiple key acquisitions and maintained seamless business continuity and efficiency through a period of rapid acquisitions and integrations that yielded record sales years. I closed complex, large sales ($10M to +$20M), optimized the contract management process to accelerate closing time by 40%, and instituted a patent program. I stepped out in 2006 to launch Lex Strategies and was recruited back in 2007 to support Constellation’s profitable and sustainable growth. ✶ Oversaw management of sales contracts, risk and legal issues, negotiations, and M&A activities for North America, Europe, Australia, and emerging markets. Worked alongside global sales groups and internal legal/contract specialists.✶ Negotiated and managed software licensing, implementation, and maintenance deals, subcontracting, non-disclosure agreements, data license agreements, hosting agreements, and re-seller agreements for North America and UK. ✶ Conducted M&A-related due diligence and oversaw integration activities as part of an aggressive acquisition program.✶ Managed privacy requests regarding confidential and trade-secret information, trademark, and IP issues related to employment.✶ Developed the organization’s privacy policy and addressed employment, marketing, and internal governance issues.

Managed technology law, corporate/commercial law, intellectual property, litigation, and outsourced counsel services for various organizations, including two Constellation Software Inc. operating groups as clients on a monthly retainer basis.

• Initial Public Offering Experience: Part of the diligence team involved to readying the company for the 2006 IPO.• Technology Licensing, Sales Deals and Contracts: Negotiated +220 software license deals, +230 software maintenance deals, +45 software implementation deals, +40 non-disclosure agreements, +30 subcontracts, data license agreements, re-seller agreements for U.S., Canada, and U.K., hosting agreements.• Corporate & Commercial: Corporate due diligence, M&A deals, maintenance of corporate books, drafting and negotiation of commercial leases, regulatory issues, mergers and acquisitions.• Intellectual Property: Deal with privacy requests regarding confidential and trade-secret information, patent issues, trade-mark issues, infringement issues, intellectual property issues with regards to employment contracts.• Procurement: Involved in procurement process, involved in putting together +130 proposals for custom software solutions; dealt with insurance, indemnification, performance bond, and liquidated damages issues.• Business/Corporate Issues: Employment issues, marketing/advertising issues, internal governance issues, developed company privacy policy. Re-designed contract processes for small sector business.

Advised inventors regarding the commercial applicability of their inventions, engaged with executives and lawyers to identify strategic fits of new technologies within their companies, negotiated agreements, and managed financial accounts for research projects, in collaboration with Ontario Centres of Excellence and funding bodies.