CORPORATE ADVISORY BOARD

Corporate Advisory Board 2017-07-07T10:30:33+00:00

ROBERT DAVIS

PARTNER

KPMG

Rob Davis is a Partner with KPMG’s Transfer Pricing Practice in Toronto.   Rob brings over 20 years of diverse tax and finance experience to his transfer pricing projects.  He has spent over fourteen of those years in KPMG’s tax practice where he gained extensive experience in international structuring for global expansions and IP migration.  He has extensive experience in conducting transfer pricing analysis for multinational enterprises with respect to advisory, planning, audit and compliance matters.  This includes assisting clients to identify and implement transfer pricing strategies that have generated substantial value in achieving their business and tax objectives, as well as prepare transfer pricing documentation for a strong defense against tax authority audits.

He has been involved in various global tax planning initiatives.  He also has experience in technology intangibles valuation and planning and the effective implementation of cost sharing arrangements. Rob has spent six years in industry in such diverse sectors as automotive, real estate, marketing services, software, broadcasting, and manufacturing.  His industry accomplishments include managing all tax aspects of the successful spin-off of real estate assets of an existing public company into a new public company.  He was also responsible for implementing tax effective international financing structures for large public companies.  He has dealt with CRA on various audit defense matters.

Rob’s experience in consulting and industry gives him a unique perspective and understanding of his clients’ practical requirements. Rob is a member of Institute of Chartered Accountants of Ontario and a member of the Canadian Tax Foundation.  He obtained a Bachelor of Arts degree from the University of Toronto and received his CA designation in 1992.

MARK HART

PRINCIPAL

NCompass Financial

Mark Hart is the Principal of NCompass Financial Inc. Prior to starting his own business Mark served as Vice President, CIBC Commercial Mortgages – with $8.5B in loans under administration and 80 staff. He has a broad base of financial services experience spanning 20 years in both U.S and Canada. Prior to CIBC, he was Senior Vice President and Chief Sales Officer for CIT Canada Commercial Finance.

Mark has also worked at Atlanta-based SunTrust Bank (7th largest bank in the US) as a Vice President Business Development, International Factoring before he was promoted to Group Vice President of the Suntrust’s Equity Wholesale Lending Group. Previously he had worked in the U.S. as Director of Sales for Paris-based, Coface, one of the world’s largest credit insurers and risk management companies – opening up one their first offices in North America. He also held a management position with CIBC Mortgages in 1995.

Mark joined CAUFP as a Corporate Advisory Board Member in January 2011.

STANLEY JULIEN

MANAGING DIRECTOR, CREDIT STRUCTURING

BMO Bank of Montreal

Stanley is the Managing Director, Credit Structuring, Corporate Finance Division, BMO Bank of Montreal.   In this role, Stanley is responsible for leading a team of professionals through the successful structuring and execution of new business opportunities, risk management of the existing structured finance portfolio and aggressively growing the Corporate Finance portfolio with the appropriate loan and credit structures.

Prior to his most recent appointment, Stanley was National Director, Special Accounts Management Unit responsible for leading a team engaged in the management and restructuring of the Bank’s high-risk corporate loans portfolio.

Stanley is involved in a number of volunteer activities and enjoys coaching and mentoring young people.  He is a co-founder and former president of the CAUFP (formerly UFSC Toronto).  He is the former Chair of the BBPA National Scholarship Fund which provides scholarships to students attending universities and colleges across Canada.  Stanley is currently a member of the DiverseCity Champions Council for the Greater Toronto Civic Action Alliance and a member of the Board of the Turnaround Management Association.  In 2007, Stanley was awarded the Planet Africa award for community development.

Stanley has a Bachelor of Commerce degree in Finance, an MBA and is a Fellow of the Institute of Canadian Bankers.

GEOFF KING

DIRECTOR/SENIOR ADVISOR, FINANCIAL SERVICES INDUSTRY

Cisco Canada

Geoff is the lead for Cisco’s Business Operations Innovation and Transformation solutions for the Financial Services Industry in Canada. Geoff works with Business leaders to develop initiatives that maximize tCisco’s expertise, solutions, services and partners to improve operating economics, increase productivity and organization agility, and deliver superior Client experiences across all points of interaction.

Geoff draws on a broad base of international experience leading, Business Transformation, Mergers and Acquisitions and Human Capital strategies in large private sector organizations and private-public sector partnerships in Canada, the US, and emerging markets.

Over his career, Geoff has worked in Energy, I/T Services, Executive Consulting, Telecommunications and Financial Services sectors.

Prior to joining Cisco Canada, Geoff worked with the Toronto Financial Services Alliance, a strategic private-public partnership comprised of Canada’s major Financial Services organizations, three levels of Government, and Educational Institutions focused on building the international reputation of the Toronto region as a vibrant and strong Top 10 Global Financial Centre.

Prior to his return to Canada in 2009, Geoff was based in Barbados where he was a member of the senior leadership team building and expanding CIBC FirstCaribbean International Bank, CIBC’s multi-line Caribbean franchise with operations across 21 countries. Prior to that, Geoff was based in Houston Texas with Williams Communications, where he led the integration of several acquisitions and Strategic Alliances with key US and International firms.

SCOTT CROWLEY

MANAGING PARTNER

MNP LLP

Scott is a Regional Managing Partner for MNP’s Toronto Region and leads MNP’s Enterprise Risk Services for Eastern Canada. He has over 25 years experience in effectively transforming organizations by designing, implementing and advising on integrated security, asset protection, business continuity, crisis management, risk management and performance improvement solutions for a diverse range of organizations and industries. Scott has been instrumental in improving processes, profitability, managing risk, and ensuring the resilience and accelerated growth of a diverse range of businesses in both the public and private sectors.

Blending knowledge of the external environment with the strategic ambitions of the business, Scott has developed and implemented practical solutions for improved performance from the executive suite to the shop floor. In particular, Scott has developed and facilitated the implementation of effective risk and quality management programs for a number of organizations, as well as the implementation of sound cost reduction strategies to maximize customer service, maximize profitability and ensure brand is protected across all business units.

Among other qualifications and certifications Scott holds a Bachelor of Science (Honours) degree in Mathematics & Physics from the Royal Military College of Canada, and a Master of Business Administration from the University of Ottawa. He also is a Certified Anti-terrorist Specialist (CAS), Fellow in Risk Management (FRM), a Certified Business Continuity Professional (CBCP), a Certified Risk Management Auditor (CRMA), a certified Six Sigma Performance Improvement Master Black Belt, and a Certified Protection Professional (CPP).

LINC ROGERS

PARTNER

Blake, Cassels & Graydon

Linc Rogers is a Partner in the Restructuring & Insolvency Group of Blake, Cassels & Graydon.  His practice focuses on all aspects of commercial reorganizations, distressed acquisitions, debtor-in-possession (DIP) financing and security enforcement.  Linc has been involved in a number of high profile engagements in a variety of industry sectors. He is also an active contributor to legal education.

Linc has published extensively in Canadian, U.S. and international periodicals, and has guest lectured in the insolvency sections of the Osgoode Hall Law School’s business intensive program and the Windsor Law School advanced business law program.  He also speaks frequently on diversity issues in the legal profession and has been recognized by a number of leading publications for his accomplishments in this area.

Linc holds a law degree (LLB) from the University of Ottawa, and Master degree in International Affairs from the Norman Paterson School of International Affairs, and an undergraduate degree in Political Science from the University of Alberta.

JAVON FINDLATOR

PRODUCT MANAGER

TD Bank

Javon is currently a Product Manager in Credit Cards at TD Bank. Javon began his career with TD Canada Trust, five years ago as a part-time Teller and after gaining exposure to financial services, he made a personal commitment to advance within the organization and serve as a role model for those around him. Javon has worked in a variety of roles in the bank including, Financial Advisor, Project Analyst (Project Management), Management Associate and Social Media Manager.

In addition to his full time pursuits at the bank, Javon launched his own company, The Daring Collective (TDC – www.daringcollective.com) in November 2014. TDC is a clothing company that specializes in men’s accessories for the modern day gentleman (ties, lapel flowers, pocket squares, etc.).

Javon is also very active within the black community and passionate about empowering those along the way.