Lee Giles CPA, CA
Director, BoardMatch Leaders Program at Altruvest- Claim this Profile
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Bio
Experience
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Altruvest
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Canada
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Non-profit Organizations
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1 - 100 Employee
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Director, BoardMatch Leaders Program
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Oct 2022 - Present
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Schulich ExecEd
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Canada
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Professional Training and Coaching
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1 - 100 Employee
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Senior Account Executive
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May 2014 - May 2015
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Sheena's Place
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Canada
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Non-profit Organizations
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1 - 100 Employee
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Executive Director
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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
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BMO
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Canada
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Financial Services
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700 & Above Employee
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Senior Manager, Sales and Service Learning Solutions
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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
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Altruvest
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Canada
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Non-profit Organizations
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1 - 100 Employee
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Executive Director
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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
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BMO
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Canada
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Financial Services
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700 & Above Employee
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Commercial Account Manager, Assistant Manager Training
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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
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PwC
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Professional Services
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700 & Above Employee
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Manager
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1979 - 1992
Financial Advisory Services Toronto various time periods Financial Advisory Services Toronto various time periods
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Education
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Ontario Institute of Chartered Accountants
CPA CA (Chartered Accountant) -
University of Toronto - Victoria University
Bachelor of Science (B.Sc.), Biology, General