Lee Giles CPA, CA

Director, BoardMatch Leaders Program at Altruvest
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Contact Information
us****@****om
(386) 825-5501
Location
Canada, CA

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Experience

    • Canada
    • Non-profit Organizations
    • 1 - 100 Employee
    • Director, BoardMatch Leaders Program
      • Oct 2022 - Present

    • Canada
    • Professional Training and Coaching
    • 1 - 100 Employee
    • Senior Account Executive
      • May 2014 - May 2015

    • Canada
    • Non-profit Organizations
    • 1 - 100 Employee
    • Executive Director
      • Jan 2010 - Jan 2013

      Staff executive for registered charity that provides hope and support to individuals, family, and friends affected by eating disorders. • Responsible for leadership, board relations/governance, funds development, program development & execution, strategic alliances, marketing/promotion, technology, finance, and human resources • Led development of first eLearning module • Raised $16,000 personally by running Scotiabank Waterfront ½ marathon in first year; built team to raise $42K in second year winning top charity award ($6,000) for highest $ raised per member Show less

    • Canada
    • Financial Services
    • 700 & Above Employee
    • Senior Manager, Sales and Service Learning Solutions
      • Jul 2006 - Dec 2009

      Served as primary point of contact enterprise-wide with respect to Sales & Service Learning and Development initiatives • Led design, development & implementation of national sales & management (coaching) skills learning for front line sales staff & managers (6,000 employees) in personal and commercial banking • Analyzed sales & service learning and development required to support business goals and performance objectives of Banking Groups; including current state, best practices and benchmarking • Engaged senior executives as sponsors and stakeholders to promote sales and service curriculum across BMO Financial Group of Companies • Manage third party operations and vendor relationships to maximize value and add top tier suppliers • Contributed to BMO entity sales & service training days increase from 22% to 33% over two years Show less

    • Canada
    • Non-profit Organizations
    • 1 - 100 Employee
    • Executive Director
      • 1999 - 2005

      .Responsible for funds development, program development & execution, strategic alliances, marketing & promotion, technology, finance, and human resources. .Raised multi-year funding commitments over $2,000,000 comprised of $1,200,000 from corporate sector, $500,000 from foundations and $300,000 from government (for a young, unknown registered charity with annual revenues of $359,000) .Developed BoardMatch Fundamentals web-based (eLearning) program .Developed the BoardMatch Leaders program: a fee for service program for corporate strategic talent senior management and executives; includes 1 ½ days of classroom learning from governance experts (Schulich School of Business) and leaders from the voluntary sector; mentoring, networking opportunity and a customized charity board placement .Executed BoardMatch Leaders program delivery over 34 months resulting in 200 corporate participants from 16 national companies generating over $230,000 in fee income .Won Imagine Canada 2004 New Spirit of Community Partnership Award for Bell Canada relationship Show less

    • Canada
    • Financial Services
    • 700 & Above Employee
    • Commercial Account Manager, Assistant Manager Training
      • Feb 1992 - Dec 1999

      Various positions: Commercial Account Manager - regular to high risk accounts Asst Manager Credit training - facilitation of financial analysis and commercial lending/risk programs Asst Manager Sales training - facilitation sales and service programs Various positions: Commercial Account Manager - regular to high risk accounts Asst Manager Credit training - facilitation of financial analysis and commercial lending/risk programs Asst Manager Sales training - facilitation sales and service programs

    • Professional Services
    • 700 & Above Employee
    • Manager
      • 1979 - 1992

      Financial Advisory Services Toronto various time periods Financial Advisory Services Toronto various time periods

Education

  • Ontario Institute of Chartered Accountants
    CPA CA (Chartered Accountant)
  • University of Toronto - Victoria University
    Bachelor of Science (B.Sc.), Biology, General

Community

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