Nominee Statement Form

Nominee’s Name / Position I am Nominating For
Thomas Carter / Treasurer

If elected, I pledge to:

a)Serve in the position to which I am nominated for the term of that office and until my successor has been duly elected.

b)Dedicate the needed time to ASP related matters.

Personal Statement

Summary of qualifications and reasons for running.

My Strategy Experience

I was budget chief at Colgate Canada in 1977 and led the group that developed the Long Range Plan, which is what they called strategy. Colgate was big on acquisitions to develop new business, and I had done a lot of acquisition work for Colgate, and had written the global manual. I moved to Consumers Gas and set up the first strategic planning department in the company. I developed the process for the first strategic plan. Then I helped Consumers Gas sell and implement the process in other North American utilities. I also managed the new ventures business, which was a small outcome of the plan. From there I moved to Harlequin Enterprises (yes, the romance novel company) where I was the first director of strategic planning. I helped deal with some tough issues-what languages to expand into, and what business to close. I also did some internal consulting, and managed five businesses in Europe. Then I joined CIBC (a large Canadian Bank) as the strategist for the global Corporate, Commercial and other businesses. We restructured the bank. I moved into the information management area, and later joined the executive team as CFO that ran Commercial Banking. There I was a key participant in the annual strategy review for many years, and led many of the resulting projects. WhenI retired I became the Chairman & President of the Strategic Leadership Forum for three years (about 450 members). I have been a member of SLF since 1979. Since then I have worked on strategy with several organizations.

My Finance Experience

I graduated with an MBA in Finance and Marketing from an entrepreneurial business school. I also earned my Certified Management Accountant designation (similar to a CPA in the US). I worked as a financial analyst at Procter & Gamble, and budget chief for Colgate Canada. I was the Finance Chair on the Board of Centennial College for several years, and I led the strategies that eliminated a severe deficit. At CIBC I served as Chief Financial Officer for Commercial Banking for eight years. I was also an internationally recognized customer profitability expert. We dramatically improved the profitability of the business, step by step.

My Board Experience

Distinguished Service Award, Association for Strategic Planning, 2016
Distinguished Service Award, Ontario Society of Management Accountants
Awarded to CMA for exceptional community service outside CMA area
Treasurer, Board Director, Association for Strategic Planning 2010-2017
First International Board Director. Advocate for Certification, good strategy, strong
execution, sound finances, and working together to advance ASP
Board Director, Chairman of the Finance Committee, Toronto Parking Authority, 2009-11
Well run, $100MM revenues, many parking garages, lots and spots.
Chairman of the Board of Governors, Executive Governor, Centennial College (6 years)
Created and led the new approach for hiring a new President, adopted elsewhere
Eliminated deficit in $85 Million expense base with 1500 employees serving 60,000 students. Significantly improved poor labour-management working relationships.
Negotiated major co-operative development agreements for buildings
Strategic Leadership Forum (business, government, and non-profit learning forum)
Member 35 years, Programming VP with 25 events per year
Chair and President 2005-2009
Large east Toronto Church (20 years)
Chair all major Boards: Council, Spiritual and Property/Finance
Dealt with major issues and strong personalities
Led the successful merger with another church
East York Planning Board (6 years)
We dealt with often-controversial zoning proposals

My Education

B. Commerce in Economics

MBA Finance & Marketing

CPA, CMA Management Accountant
FICB Fellow, Institute of Canadian Banking
SMP, Strategic Management Professional , Pioneer #17!
My Reasons For Running
I am a very strong believer in the value of Educationand I helped the ASP team develop the Certification program, which is very good. I serve on the Certification Committees. I bring perspectives from a Career in Industry, both large and small business. I have worked as a volunteer extensively in non business areas. I have a track record of effective Boardparticipation, and helping Boards achieve results. I think I can help by bringing my Canadian experiences. I want to continue to serve ASP as Treasurer because I believe I make a positive difference. We have moved from a deficit to a surplus..
Nominee’s Signature Tom Carter Dated April 15, 2017