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Ingrid (Frizzell) Dunn
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Credentials
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How to Make Strategic Thinking a Habit
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Strategic Thinking
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Foundations of Diversity, Equity, Inclusion, and Belonging
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Essentials of Mindfulness and Compassion with Scott Shute
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Nano Tips for Establishing an Entrepreneurial Mindset with Ross Simmonds
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Essential French in Two Hours with Paul Noble
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Essential Spanish in Two Hours with Paul Noble
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How to Use LinkedIn Learning
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Nano Tips for Interpersonal Communication with Shadé Zahrai
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Navigating Ambiguity
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Tools for Decreasing Ambiguity and Increasing Clarity
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Make Belonging Real in the Workplace
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Cultivating Mental Agility
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Moving DEI from Intention to Impact with Ruchika Tulshyan
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Accounting Foundations
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Building Your Visibility as a Leader
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How to Keep High Performers Engaged
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Make the Move from Individual Contributor to Manager
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Enhance Your Productivity with Effective Note-Taking
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It's All Possible (Blinkist Summary)
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Powerful Prioritization with the 80/20 Rule
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Balancing Work and Life as a Work-from-Home Parent
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Microsoft Forms Quick Tips
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The Six Morning Habits of High Performers
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Experience
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Canada
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Utilities
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700 & Above Employee
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Senior Advisor, Corporate Governance
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Mar 2023 - Present
Trademark Portfolio including internal sub-licensing IP agreementsRecords Retention Director PayrollReview and Approve SEDI insider filings, advise as required.Attending and Minuting management committee meetings.Arranging translation of proxy circular, code of ethics, and internal practices and procedures.
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Advisor, Corporate Governance
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Jan 2018 - Mar 2023
Trademark Portfolio - work with internal stakeholders and external legal counsel on the maintenance of existing trademark registrations, preparing (drafting and working with stakeholders) new trademark applications, documenting decisions, reviewing Serion watch reports for similar 3rd party trademarks.Records Retention - researching retention requirements as applicable to the Corporate Governance & Secretarial department's records - Business Corporations' Acts, CRA and other tax requirements, National Standards of Canada (Electronic Documents), etc. Preparing a retention guide (handbook) for department and sharing learnings with other departments as needed.Director Payroll - managing and administering the payroll of the ATCO, Canadian Utilities and CU Inc. non-executive directors and liaising with external service provider (ADP Payroll) to effect efficient and timely remuneration. Created an effectual manual recordkeeping tool in Excel using pivot tables and formulas specific to the needs of the Company. Liaising with internal audit for efficiency reviews and validation of data to be disclosed in annual management proxy circulars.Strong support to other team members responsible for SEDI insider filings, reviewing and approving insider filings, providing backup support for TSX monthly Form 1 filings, providing support in review/approval of same as needed.Create a strong reference tool in the O365 Notebook for the purposes of director payroll recordkeeping, annual and quarterly certification of data for MD&A (quarterly) and AIF (YE) material.Participate in review of disclosure documents and provide feedback.Draw on long-term experience in multiple and varied roles within the Company along with 7 years at the Company's Transfer Agent & Registrar (service provider); providing unique insight and feedback to managers and peers.Attend and take minutes for pension and disclosure management committee meetings.
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Analyst
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Mar 2010 - Jan 2018
In absence of a Manager, took the sole role in all aspects of the preparation of proxy circular disclosure document for YE 2015; Administrating the Director compensation/Payroll for 3 related public companies (attendance tracking, maintain accurate records in Excel and payroll system (Oracle), effecting the timely payment and productions/review of pay reports and end-of-year reports and tax slips);Managing Director Share Purchase Plans, ("DSPP") for two public companies - ATCO Ltd. and Canadian Utilities Limited (engaging the directors annually to request their preferred deduction amounts for succeeding year, providing their equity at risk calculated amounts that define their minimum contributions to the DSPP, providing detailed calculations and reports to corporate finance department for annual reporting purposes and for inclusion in ATCO and Canadian Utilities' annual disclosure in their respective management proxy circulars ("MPC")). Ensuring retiring directors' DSPP share holdings are withdrawn following established procedures and are smoothly transitioned to their brokers outside of the DSPP administrator while in-coming directors are added into the DSPP in an equally timely and efficient manner; liaising with the DSPP administrator to effect the quarterly share purchases for ATCO and CU DSPP participants; Insider Reporting (maintaining insider list, tracking all reporting insiders' holdings and ensuring all necessary filings are up-to-date and properly documented in company records, maintaining on-going contact with specific reporting insiders to ensure they are fully aware of their responsibilities in the notification of any equity purchases/disposition details within the regulatory timelines to ensure compliance with regulatory agencies and providing share holding details as necessary for publication in the MPCs); Blackout Notifications; Month end regulatory filings; Managing monthly G&A and budget.Minute mgmt cmtee mtgs.Supervise new Administrator.
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Corporate Secretarial Adminstrator
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Jun 2008 - Mar 2010
Similar to previous role:Maintained Company's original (and non-Canadian shadow) corporate records/minutebooks, including the publicly-traded ATCO, Canadian Utilities and CU Inc., along with approximately 114 privately-owned subsidiary companies.Filing of annual returns of ATCO, Canadian Utilities and CU Inc., along with all Canadian subsidiaries (over 70).Conducted unofficial and ongoing audit of the entity database product to ensure accuracy and reliability of the data. Updated all current and historical Director and Officer data in the database.Liaised with Directors to acquire signatures on written resolutions in timely manner, recording same in corporate records.Liaised with Transfer Agent (former employer) with regard to shareholder queries, annual shareholder meetings and annual and interim mailings.Arranged logistics of annual shareholder mailings for ATCO and Canadian Utilities, including hotel contracts, director and senior officer travel (corporate jet), director accommodations, meeting meals and director luncheon.
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Corporate Secretarial Assistant
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Jun 2005 - Jun 2008
Maintained Company's original (and non-Canadian shadow) corporate records/minutebooks, including the publicly-traded ATCO, Canadian Utilities and CU Inc., along with approximately 114 privately-owned subsidiary companies.Filing of annual returns of ATCO, Canadian Utilities and CU Inc., along with all Canadian subsidiaries (over 70).Conducted unofficial and ongoing audit of the entity database product to ensure accuracy and reliability of the data. Updated all current and historical Director and Officer data in the database.Liaised with Directors to acquire signatures on written resolutions in timely manner, recording same in corporate records.Liaised with Transfer Agent (former employer) with regard to shareholder queries, annual shareholder meetings and annual and interim mailings.Arranged logistics of annual shareholder mailings for ATCO and Canadian Utilities, including hotel contracts, director and senior officer travel (corporate jet), director accommodations, meeting meals and director luncheon.Trained new department assistant and provided guidance as required.
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Administrative Assistant
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Nov 2004 - Jun 2005
Answered phone queries and forwarded as required.Prepared Board and Committee meeting material in physical binders (pre-dates use of electronic board books). Arranged for the distribution of material to meeting participants in timely manner.Arranged meeting room bookings, luncheons, meeting material for board and committee meetings.
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CIBC Mellon Trust Company (Transfer Agent and Registrar of securities)
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Calgary, Alberta, Canada
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Associate Manager, Client Relations
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Mar 1997 - Nov 2004
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Calgary, Alberta, Canada
Liaised with clients listed on the TSX to ensure their annual shareholder meetings and related action dates were in alignment with regulatory requirements;Completed necessary notifications (i.e. Globe and Mail publications of meeting and record dates, beneficial shareholder services searches conducted per National Instrument (Securities Commission) requirements;Arranged the legal shareholder mailings (both annual and quarterly interim reports) and confirmed completion (including statutory declaration of mailing);Prepared meeting documents and attended shareholder meetings acting as scrutineer for the meetings (involved taking attendance of both registered, non-registered shareholders, as well as guests, and responsible to quickly discern the difference when the attendee did not know what category they went into;Tabulated meeting attendance and voting results and provided them in a timely manner to the Chair of the meeting, as well as preparing final reports on attendance immediately upon completion of the meeting.
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Friday Personnel
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Calgary, Alberta, Canada
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Temporary employee
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Sep 1996 - Mar 1997
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Calgary, Alberta, Canada
Various short-term, temporary contracts
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MDM Medical Design & Management
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Calgary, Alberta, Canada
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Administrative Assistant and Receptionist
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Jul 1993 - Aug 1995
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Calgary, Alberta, Canada
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QL Systems Limited
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Calgary, Alberta, Canada
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Administrative Assistant and Receptionist
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Jan 1992 - Jun 1993
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Calgary, Alberta, Canada
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Bennett Jones LLP
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Calgary, Alberta, Canada
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Word Processor - Litigation Support Group Short-term Contract
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Jul 1991 - Nov 1991
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Calgary, Alberta, Canada
Data input for a litigation matter.
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Canadian Tire
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Calgary, Alberta, Canada
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Summer Position - warehouse worker & cashier Summer Job
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Apr 1990 - Aug 1990
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Calgary, Alberta, Canada
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Olds Co-Op
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Olds, Alberta, Canada
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Cafe/Cafeteria worker/waitress Summer Job
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May 1989 - Aug 1989
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Olds, Alberta, Canada
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Medical Office
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Red Deer, Alberta, Canada
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Administrative Assistant and Receptionist - Summer Job
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Jul 1986 - Aug 1986
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Red Deer, Alberta, Canada
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Education
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University of Calgary
Bachelor of Arts (BA), Canadian Studies -
1990 - 1991
Olds College
Certificate, Administrative Secretarial
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Industry Focus. “Utilities”
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