Publications and Presentations
Women in Law Conference
Speaker, Career Women Interaction, Toronto
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November 25, 2010
"Get on Board" Education Program Advanced Series
Speaker, Canadian Board Diversity Council
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September 28, 2010
Corporate Governance 2010: The New Reality
Co-Chair and Speaker, Lexpert Conference
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September 27, 2010
Compensating to Manage Risk: Pay for Prudent Performance
Author, Client Bulletin
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July 2010
Sound Compensation Practices
Speaker and Author, 2010 CLHIA Compliance & Consumer Complaints Conference
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May 13, 2010
4th Annual Executive Compensation: Getting It Right
Co-Chair and Conference Leader, Lexpert Seminar, Toronto
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April 28, 2010
Employment Contracts and Compensation Trends
Speaker and Author, Phoenix Executive Network
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March 15, 2010
Canada's 2010 Budget Affects Options and Stock Appreciation Rights
Pension and Employment Bulletin
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March 9, 2010
Compensation for Troubled Times
Financial Executives Institute Career Services Workshop
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February 9, 2010
Growing Your SME in a Changing Economy, Executive Compensation Issues
Speaker and Author, Financial Executives Institute Career Services Workshop
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October 22, 2009
Cross Border Executive Compensation Issues Arising in Canadian Transactions
Speaker and Author, Client Seminar
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October 21, 2009
Corporate Governance for Today and Tomorrow
Co-Chair and Speaker, Lexpert Conference
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October 8, 2009
Dealing with Underwater Options: Sinking or Swimming in the Credit Crunch
Torys Corporate and Capital Markets Bulletin
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May 5, 2009
3rd Annual Executive Compensation: Getting It Right
Author, Lexpert Seminar, Toronto
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May 2009
Incentive Strategies for Canadian Executives in Troubled Times
Corporate Governance Quarterly
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Spring 2009
The New Executive Compensation Disclosure Rules
Co-presenter with Cornell Wright, Torys' Video Podcast Series
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February 2009
Incentive Strategies for Troubled Times
Torys' Video Podcast Series
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December 2008
New Rules for Executive Compensation Disclosure
Torys Corporate and Capital Markets Bulletin
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September 30, 2008
Executive Compensation: Director Liability and Directors' and Officers' Insurance
The 2008/2009 Lexpert CCCA/ACCJE Corporate Counsel Directory and Yearbook
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September 2008
Ten Key Differences in Canadian, U.S. Employment Law
TLOMA Today
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Spring 2008
Reporting It Right: Insider Reporting of Equity-Based Awards
A Director's Guide to Executive Compensation, vol. 3, issue 1
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February 13, 2008
Recent Developments: Executive Compensation
The 2007/2008 Lexpert CCCA/ACCJE Corporate Counsel Directory and Yearbook
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October 25, 2007
Performance Share Units: Restricted Share Units with a Twist
A Director's Guide to Executive Compensation, vol. 2, issue 3
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October 18, 2007
Executive Compensation: Recent Developments of Importance
Canadian Corporate Counsel, vol.17, no.1
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September 2007
Also published in Lexpert/Thomson Canada's Canadian Legal Lexpert Directory 2007, Lexpert/American Lawyer's Guide to the Leading 500 Lawyers in Canada 2007 and Lexpert/Thomson Canada's Canadian Legal Lexpert Directory 2006
Compensation Discussion and Analysis: Comprehensive Narrative Disclosure and Certification
Chair, Acumen Information Services' Executive Compensation and Stock Options: Financial Accounting and Reporting, Toronto
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June 5-6, 2007
Compensating for Change
Going Private Transactions: How to Avoid Legal Minefields and Serious Execution Risk, Insight, Toronto
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May 30, 2007
Ending It Right: Terminating Executives
A Director's Guide to Executive Compensation, vol. 2, issue 2
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May 1, 2007
Preparing for Transition: Executive Change-of-Control Agreements
American Lawyer U.S./Canadian Cross Border M&A Forum, New York
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April 26, 2007
Know Your Options: Mitigating the Risks of Backdating and Springloading
Canadian Investment Review, vol. 20, no. 1
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March 1, 2007
Transition Compensation for Financial Executives
Financial Executives Institute Career Services Workshop, Toronto
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February 7, 2007
Getting the Team Right: Recruitment, Retention and Succession
A Director's Guide to Executive Compensation, vol. 2, issue 1
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February 1, 2007
Surviving Change: Compensation Issues Arising in Transactions
A Director's Guide to Executive Compensation, issue 4
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November 1, 2006
Executive Compensation
Lexpert Seminar, Toronto
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October 2006
Telling It Right
A Director's Guide to Executive Compensation, issue 3
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September 18, 2006
Pension Plans: A Very Risky Business
Canadian Institute of Financial Executive Conference, Toronto
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June 2006
Stock Options
A Director's Guide to Executive Compensation, issue 2
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May 1, 2006
Tax Treatment of Share-Based Compensation in the New Era
Taxation of Executive Compensation and Retirement, Toronto: Federated Press
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February/March 2006
Recent Trends in Pension Law
Pension Plan Governance, Torys seminar, Toronto
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February 16, 2006
Getting It Right
A Director's Guide to Executive Compensation, issue 1
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February 1, 2006
Pension Rights and Pension Wrongs: Pension Issues in Corporate Transactions
Ontario Bar Association, Toronto
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January 24, 2006
Resolving Conflicts of Interest in Pension Fund Management
Pension Law, Litigation and Governance, Canadian Institute, Toronto
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January 20, 2006
Mandatory Retirement To Be Eliminated in Ontario
Torys' Bulletin
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June 15, 2005
Corporate Governance: American Jobs Creation Act
Co-author, Lexpert
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April 2005
New U.S. Internal Revenue Code Provision Affects Canadian Incentive Plans
Torys' Bulletin
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March 8, 2005
New TSX Rules Regarding Share-Based Compensation Plans
Torys Securities Awareness Seminar, Toronto
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February 17, 2005
Incentive Compensation Plan Alert
Torys' Client Memo
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February 1, 2005
The Potential Effect of the American Jobs Creation Act
Taxation of Executive Compensation and Retirement, Toronto: Federated Press
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December/January 2005
Pension and Tax Issues for Employment Lawyers: Recognizing the 'Red Flags' When Negotiating
Fifth Annual Employment Law Summit, Law Society of Upper Canada
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November 26, 2004
Cross-Border Executive Compensation and Compensation Governance Update
Torys Seminar, Toronto
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November 17, 2004
After Sarbanes-Oxley: Designing an Effective Executive Compensation Strategy in the Age of Transparency
Conference Board of Canada
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November 1, 2004
Fixing the Post-Retirement Blues: Strategies for Managing Post-Retirement Benefit Liabilities
CPBI Regional Conference
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October 1, 2004
New Workplace Watchdogs in Ontario
Torys' Bulletin
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September 1, 2004
Government Eliminates Doubling Up of CPP and Employment Insurance Contributions on the Sale of a Business
Torys' Bulletin
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June 1, 2004
Ontario to Eliminate Mandatory Retirement
Torys' Bulletin
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April 15, 2004
Hot Topics in Canadian and U.S. Pension Plan Governance
Torys Seminar, Toronto
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February 24, 2004
Pension Plan Governance
Seminar for Academic Clinicians Management Services, Sunnybrook and Women's College Health Sciences Centre, Toronto
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February 2, 2004
Consensual Relationships in the Workplace and Sexual Harassment
Torys' Bulletin
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December 15, 2003
International Executive Compensation
Course material peer reviewer, Dalhousie University
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December 2, 2003
Here Today Gone Tomorrow: Employment Law
Torys Seminar
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December 2003
Uses of Trusts in Pension and Employee Benefit Arrangements
Head instructor, Osgoode Hall Law School Master of Trusts Course
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November 2003
Traps for the Unwary: What Every Canadian Company with U.S. Operations Needs to Know about U.S. Employment Laws
Client seminar chair
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November 2003
Compensation Governance
Reviewer, C.D. Howe Institute
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November 2003
Executive Compensation Share Unit Plans Offer New Approach
Benefits and Pensions Monitor
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October 2003
Pension and Benefits Elements in Executive Compensation Arrangements
Insight
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October 2003
Cross-Border Stock-Based Compensation
Infonex
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October 2003
Governance Related to the Ontario Innovation Trust/Ontario Research and Development Challenge Fund
Torys seminar, Toronto
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October 2003
Same-Sex Marriage: Practical Issues for Employers
Torys' Bulletin
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June 25, 2003
Seven Deadly Sins of Email and the Internet
Torys' Bulletin
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May 1, 2003
What Would You Do... With Employees Who Refuse to Work Friday Nights?
Torys' Bulletin
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April 1, 2003
Executive Compensation: Keep Your Company Compensation Structures Competitive, Attractive and Responsible
Chair, Insight
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February 27-28, 2003
Restricted Share Unit Plans: The Baby Goes Out With Bathwater
Taxation of Executive Compensation and Retirement, vol. 14, no. 6, Toronto: Federated Press
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February 2003
Unexpected Consequences of Reassessment of an Independent Contractor
Taxation of Executive Compensation and Retirement, Toronto: Federated Press
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July/August 2002
Cross-Border Stock Option Plans: Dealing with Different Regimes
Taxation of Executive Compensation and Retirement, Toronto: Federated Press
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February 2001
Deferred Share Unit Plans, Part II: Treatment of Non-Resident Directors
Taxation of Executive Compensation and Retirement, Toronto: Federated Press
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October 2000
Deferred Share Unit Plans, Part II: Pricing of Deferred Share Units
Taxation of Executive Compensation and Retirement, Toronto: Federated Press
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July 2000