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Establishing a Board as a Mechanism for Succession Planning — GTA
November 30 @ 7:30 am - 9:30 am EST
→ A Family Enterprise Learning Series event
Join hosts Sharon Rudy and Sara Boulet from WATSON Advisors for an engaging session where they will discuss the fundamentals of establishing a board for your family enterprise and explore how this process, from planning to execution, can support your family’s succession planning journey. Beverages and a light breakfast will be provided!
Thursday, November 30, 2023
7:30 AM - 9:30 AM EST
7 St. Thomas Street, Suite 408
Building Access: Please enter through the main doors on St. Thomas Street. The concierge can direct you to the 4th floor or please make your way up the elevator to the 4th floor and turn right to find Suite 408.
Parking: There are two parking lots located nearby – Impark which is located at 57 Charles St W (closest option) and a Green P lot in Yorkville Village at 74 Yorkville Ave – both are paid parking lots.
Public Transport: The nearest subway stations are Bay Station & Museum Station which are a 3 – 5 minute walk from the building.
Reception: If you have any questions or issues finding the place, please reach out to the Office Manager, Joanna, at 647-408-9874.
Partner, WATSON Advisors
Sharon is a Partner and a leader of WATSON’s Board Director and Executive Search practice. Based in Toronto, Sharon joined WATSON to lead the firm’s expansion in Ontario, offering a distinctive approach to serving organizations driven by purpose and dedicated to making a better Canada. Over her 24-year career in search, Sharon has earned a reputation as a hands-on, trusted partner who is motivated by building lasting relationships with clients and candidates. Sharon works closely with board search committees in the selection of Presidents and CEOs for multi-stakeholder, mission-based institutions across Canada. She has also developed a specialization in the Chief Human Resources Officer function across all industries. Sharon takes the time to understand the unique circumstances and dynamics of every leadership and director mandate and is committed to supporting lasting success beyond the placement. She has worked with boards in their most important role, the recruitment of their organization’s CEO, and then gone on to assist those CEOs in building the right leadership team for the next phase of evolution and growth.
Sara Boulet, FEA
Associate, WATSON Advisors
Sara is an Associate at WATSON. Based in Toronto, she supports clients on governance and succession planning engagements. She brings nearly a decade of diverse experience in family enterprise consulting, management consulting, and human resources. She has supported a wide range of clients across various industries including family businesses, public sector organizations, and private & public corporations. Prior to joining WATSON, Sara was part of KPMG’s Family Office practice where she supported enterprising families with their family, ownership, and business continuity planning. Her work focused on governance, family dynamics, next generation learning & development, and family business strategy. Prior to this, Sara worked in KPMG and EY’s management consulting practices where she supported engagements centered around strategic planning, change management, organization design, and employee experience. Sara holds a Bachelor of Arts from the University of Waterloo and a Master of Global Business from the University of Victoria. She is also a member of Family Enterprise Canada and a certified Family Enterprise Advisor (FEA).