Daniel is a Manager at Protiviti with over six years of experience delivering performance improvement, risk management and financial transformation advisory work. Throughout his career he has worked to enhance businesses through a focus on operational effectiveness, financial judiciousness and sound strategic planning. His project experience includes leading and supporting project teams for clients in a range of industries from financial services to information technology and software.
Eric Lung is a senior associate practicing in Dentons’ Vancouver office and is a member of the Securities and Corporate Finance group. Eric’s practice is focused primarily on corporate, securities and transactional matters, with a particular emphasis on mergers & acquisitions, financings and corporate reorganizations. He has assisted public and private companies in various types of transactions, including acquisitions and divestitures, arrangements, public offerings, private placements and joint ventures. In addition, Eric has comprehensive experience advising clients on a variety of securities law, corporate governance and strategic matters, as well as general corporate and commercial matters. Eric’s industry experience includes mining, cannabis, manufacturing, health care and consumer products.
Julia Robbins leads integrated reporting at Vancity, Canada’s largest community credit union and a leader in values-based banking and transparency. Julia has been involved in the International Integrated Reporting Council’s Pilot Program and the Integrated Reporting Banking Network. She was also a member of the Global Reporting Initiative’s G4 Sustainability Reporting guidelines Disclosure on Management Approach working group and frequently serves as an expert on reporting. Within Vancity she has worked in Sustainability, Strategy, Enterprise Intelligence, Communications and Finance. Prior to joining Vancity in 2003, she consulted in the field of corporate social responsibility and served in Canada’s diplomatic corps. She holds a BA in International Relations from the University of Toronto and a Masters in Conflict Analysis and Management from Royal Roads University.
Leon Bloom has served as a senior Deloitte partner for more than 20 years in Canada and globally and is a founding partner of Deloitte’s global Risk Advisory practice (formerly global Enterprise Risk Services). He served several terms as an Executive Board member of Deloitte’s Global Financial Services Industry (GFSI) practice and served as the firm’s GFSI Global Deputy Managing Partner for more than 12 years. Leon specializes in risk and capital management in the banking, asset management, property & casualty insurance, life insurance and re-insurance sectors. He has extensive global experience advising regulators, deposit insurers, major financial institutions and rating agencies on governance and regulatory supervision and risk and capital management including for Basel II, Basel III, Solvency II, economic capital, capital optimization and rating agency ratings.
He is a co-architect of Deloitte’s Enterprise Risk Management (ERM) methodology and has led its implementation in leading financial institutions globally. Leon has had articles, papers and interviews published including on Bloomberg TV and in The Economist, The Wall Street Journal, American Banker, The Financial Times, European American Business Journal, Bermuda Reinsurance, Bank Director, Australian Banking & Finance, and China Business Daily. Leon is a co-author of the ‘Basle Implementation Handbook’ published by Erich Schmidt Verlag (ESV) and Information Technology Control Guidelines’ published by the Canadian Institute of Chartered Accountants. He has been a guest lecturer at the Fisher Management School at the Ohio State University, Columbus, Ohio, USA and the Rotman School of Management at the University of Toronto in Toronto, Canada. Leon has also been a speaker in the U.K. at Bank of England Risk Management Symposia. He routinely addresses Board of Directors meetings and retreats, senior executive meetings and leading industry conferences and seminars.
Mr. Bernard founded Secure Knowledge Management an International Cybersecurity Training and Consulting company where he continues to play the role of Chief Executive Officer. He has played a strategic leadership role in many industries including banking, insurance, government, pharmaceutical, nanotechnology, health care, transportation, technology, and manufacturing. Mr. Bernard is regarded as a Cybersecurity thought leader by thousands of followers on social media. In 2002 he founded the Atlantic Canada High Technology Crime Investigation Association. In 2015 Mark published the first NIST Cybersecurity Framework Foundation course. Mr. Bernard was trained by IBM on IBM’s AS400 and worked with IBM Global Services Red Team conducting penetration testing against offshore financial institutions. He has led the design and implementation of domestic and international Enterprise Information Security Programs for US and Canadian organizations using best practices.
In addition, Mr. Bernard taught a Third Year College Diploma Course in Systems Engineering and holds the following professional certification and licenses: CISSP, CISM, CISA, CGEIT, CRISC, ISO 27001 Lead Auditor, COBIT Foundation, ITIL Foundation, PM, PA, Ministry of Justice Security Worker License. Mark is regarded as a Cybersecurity thought Leader. In 2002, Mark founded the Atlantic Canada High Technology Crime Investigation Association. In 2015 Mark published the first NIST Cybersecurity Framework Foundation course. Mark was trained by IBM on IBM’s AS400 and worked with IBM Global Services on a Red Team conducting penetration testing against offshore financial institutions.
Matt is a management consultant with extensive experience in finance transformation and business strategy, having led projects ranging from process improvement to the design and development of technology solutions. Matt previously worked in the Strategy & Operations consulting practice at EY. Prior to joining Protiviti he worked in Benin, West Africa, promoting sustainable economic development and coaching small business owners on financial management and how to scale their businesses. Matt holds a Master’s Degree in Finance and Management.
Norman is a pioneer in the field of operational risk consulting in Brazil, where he worked for over twenty years, advising organizations such as Banco Itaú, HSBC, Uber, Accor Hotels, upLexis, and the World Childhood Foundation. He specializes in detecting and mitigating operational risks, particularly in relation to due diligence projects. Norman is a graduate of the University of British Columbia, and holds an MBA in Strategic Management from the Federal University of Paraná.