The Boardroom 180 Podcast

By: Munir Haque (ma-near hawk)
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  • Summary

  • Board Governance Best Practices and Stories/Experiences Shared
    ©2024 ActionEdge Executive Development
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Economics Education Management
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Episodes
  • Employee Ownership Trusts with John Stevens and Jason Vandenberg of Camilla Advisory Group

    Employee Ownership Trusts with John Stevens and Jason Vandenberg of Camilla Advisory Group
    Nov 19 2024
    In this episode, Munir Haque speaks with John Stevens and Jason Vandenberg, president and senior vice president of Camilla Advisory Group, about their approach to employee ownership and advisory services. John and Jason discuss Camilla’s three primary service areas: employee share plans, fractional CFO services, and merger and acquisition (M&A) advisory. They emphasize their focus on employee ownership trusts as a means for companies to empower employees and build business value.They explore the rising interest in employee ownership trusts (EOT), an interest which has gained momentum with recent Canadian legislation offering a $10 million capital gains exemption as a tax incentive. Modeled after U.S. and U.K. frameworks, the legislation aims to make employee ownership financially appealing, especially for small to mid-sized businesses. According to John Stevens, employee ownership helps to foster loyalty and alignment among employees, often leading to increased productivity and long-term growth.John and Jason also discuss the practical benefits of EOTs with Munir, such as preserving a company’s brand, culture, and community presence. They highlight potential pitfalls, stress the importance of clear communication and financial literacy in EOTs, and detail some effective communication strategies that include using internal champions from various departments to address employee and family concerns about the trust structure. Additionally, they advise continuous involvement from advisors like themselves, especially for annual updates and administrative changes. Their approach can lead to transformative shifts in company culture, where employees feel invested in business growth and cost management.About John Stevens:John Stevens has had a distinguished career over the past 30+ years, holding titles including Senior Vice President, President, CFO, COO, and CEO of fast-growing organizations like Nilsson Bros. Inc, Eveready Inc., NC Services Group Ltd. and ENTREC Corporation. John was also a member of the Board of Directors of Eveready Inc. and NC Services Group Ltd. Other experience includes being an integral member of a senior management team of a company (Nilsson Bros. Inc.) in the agri-food and livestock industry that experienced annual sales growth from $242 million to $919 million in a four-year period.In addition to his knowledge of employee ownership, John's expertise in mergers and acquisitions is extensive, having been involved in over 100 acquisitions throughout his career. John also holds a certification as an Executive Coach from Royal Roads University. The companies John has been part of have consistently been recognized for many awards including top employers, best workplaces and fastest growing.In 2013, John was named a Business Leader of Tomorrow honoring Edmonton’s visionary business leaders. In 2013 and in 2015, John was named an E and Y Prairies finalist for Entrepreneur of the Year. In 2014 John was named one of the ten executives you need to know in the Oil sands by Oil sands Review Magazine.John understands the need to give back to the community and has volunteered his time and has been actively involved in non-profit organizations such as Prostate Cancer Canada, Kids Up Front and the Christmas Bureau of Edmonton. John was awarded the very distinguished Canada Community Advocate Award from Prostate Cancer Canada. John was very involved with Financial Executives International for over a decade including serving as the local board chair. John served a two-year term on the Petroleum Service Association of Canada board. John currently is a board member of ESOP Association Canada.About Jason Vandeberg: Jason Vandenberg is a senior finance leader with hands-on experience in a number of senior management roles working closely with Management and Boards of Directors. Jason has an established record of achievement with expertise in forecasting and budgeting, strategic planning, corporate governance, banking and finance, mergers and acquisitions, investor relations, accounting and administration, complex business and tax issues, staff management, internal controls, human resources management, financial reporting and regulatory compliance. Jason also brings a wealth of experience in growing companies to maximize their potential. With over 20 years of management experience, Jason has been involved in the substantial growth of multiple companies both organically and through the acquisition and integration of over 60 businesses.Jason was the Chief Financial Officer of ENTREC Corporation from 2011 until 2020. Prior to this Jason was CFO of Eveready Inc. and its predecessor companies until it was acquired by Clean Harbors in 2009. In these roles, Jason was responsible for all finance and administrative functions. During his tenure with ENTREC, the Company grew from annual revenue of $20 million in 2010 to $180 million in 2019 making ENTREC a leader in the provision of crane and heavy haul ...
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    53 mins
  • Family Business and Balance with Shane Wenzel, President & CEO of Shane Homes Group of Companies

    Family Business and Balance with Shane Wenzel, President & CEO of Shane Homes Group of Companies
    Nov 5 2024
    In this episode, host Munir Haque interviews the president and CEO of Shane Homes, Shane Wenzel. Shane Homes, of which Shane Wenzel is the namesake, has been the leading builder in the Calgary region for over 45 years. Shane Wenzel oversees policy advice through Building Industry and Land Development (BILD) Calgary as well as economic engagement with the Alberta Enterprise Group in addition to leading Shane Homes. As a leader in his industry, Shane offers great insight into company growth and governance.Shane Wenzel explains how the branding and unified operation between the divisions of his company - Shane Homes, Shane Multifamily, Shane Communities, and Shane Investments - maintain the successful culture and growth of the Shane Homes name overall. The evolution of the corporate vision and mission that keeps growing the company in sync with the culture and the conscious work to maintain the vision in light of innovation and market shifts is something Munir addresses with Shane.Munir delves into the challenges unique to the family-owned business aspect of Shane Homes and Shane explains the executive structure and biannual strategic planning sessions that help keep everything in balance. Shane talks about the seven pillars his company has developed as a way to drive long-range planning, the external advisors who help shape direction, and how he empowers people to run their respective departments as part of the overall keys to maintaining a growth-oriented business plan. In regards to personal balance, Shane acknowledges philanthropy and personal passions as necessary parts of the whole, as well as addressing the governance that is key to philanthropic endeavours. About Shane Wenzel:Before you ask, yes, the company was named after Shane. Shane joined Shane Homes at a young age and learned the new home building industry from the ground up, first working in the field on job sites, then joining the Sales and Marketing department. While in the role of Senior Vice President of Sales and Marketing, Shane was instrumental in leading innovation in marketing and design for the company.Now, Shane leads the Shane Homes Group of Companies as President, is a social media creative, a mentor, podcaster, speaker, and an active member of the LGBT community. "Earn it, don't expect it."--Contact Munir Haque | ActionEdge Executive Development: Website: AEEDNow.comLinkedin: Action Edge Executive Development Inc.Contact Shane Wenzel: ShaneWenzel.comLinkedIn Twitter / XInstagramYouTubeContact Shane HomesShaneHomes.comFacebookTwitter / XInstagramYouTubeLinkedInPodcast Production:Recording: PushySix StudiosProduction Assistance: Astronomic Audio--Transcript Shane Wenzel: [00:00:01] When you hire the executives or even the operators of specific divisions, their values have to align. I will always hire that first and foremost over a skill set. I'll openly say, we're trying to create something here more than just production factory, where we're turning out houses day in day out and developing land day in day out. You're trying to create something special. That all starts from the top, and if you don't have the people who are operating the company working within those same kind of boundaries, those values and creating that culture, then you're going to fail. You're just going to end up with the McDonald's version of housing.Munir Haque: [00:00:41] Hello everyone, and welcome to another episode of The Boardroom 180 Podcast. I'm your host Munir Haque, an executive coach and senior board strategist. I have partnered with Action Edge Executive Development to lead their governance and political acumen division. In each episode, we meet with governance leaders and step into their boardrooms, where decisions shape the world around us. We'll hear the good, the bad and the ugly, but with a keen focus on where the gaps are, discover emerging best practices, and real world tools to better evaluate, guide and grow you and your boards.Munir Haque: [00:01:12] Today's guest is Shane Wenzel. Shane is the president and CEO of Shane Homes Group of Companies, and he's also its namesake. They are a leading builder in the Calgary region for over 45 years, and their mission is to create thriving communities with innovative design and customer centric services. His leadership focuses on building high quality, sustainable homes while advocating for industry friendly policies and economic growth. Shane oversees strategic direction, policy advice through BILD Calgary, which is Building Industry and Land Development, and economic engagement with the Alberta Enterprise Group, making him an industry leader in his field. Growing up with entrepreneurial parents, Cal and Edith, early on as a laborer within the company, then marketing assistant, moved up to director of marketing and then up through the ranks to president and CEO. He developed a strong foundation in sales and marketing, further enhanced by his involvement in a business advisory group. He ...
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    40 mins
  • Bald Governance: Collin Pullar of the SCSA

    Bald Governance: Collin Pullar of the SCSA
    Oct 22 2024
    In this episode, host Munir Haque interviews Collin Pullar, President of the Saskatchewan Construction Safety Association, in-demand speaker, contributor to Canadian business magazines, and host of The Bald Leadership podcast. The SCSA provides construction, safety training, advisory and auditing services for over 10,000 companies, and when combined with the whole of his career, this gives Collin insight into labor, economic development, government and public relations, and business leadership. Collin and Munir talk about governance, leadership, and learning from mistakes.Collin Pullar states first and foremost that he enjoys governance for a variety of reasons and that enjoyment informs how he works to bring moments of levity into boards he’s involved with. He describes what the board of the Saskatchewan Construction Safety Association looked like before his arrival and how it has changed in functionality and grown in diversity through the years. In every board balance is important and Collin explains how every member will ideally bring multiple skill sets to the table so less experienced members can develop alongside more experienced ones.Munir delves into succession planning with Collin, the importance of the chair position, and Collin details key factors to consider in board strategizing. The importance of leadership and its crossover into governance is something Collin emphasizes as he discusses various boards and the Chamber of Commerce he has served on. He also highlights how dedication and development in sports excellence relate to leadership, drawn from his experiences in powerlifting. Collin’s vast experience, engaging conversational style, and keen insight make this episode an important listen for anyone in governance or, indeed, any facet of business leadership. About Collin Pullar:Collin Pullar has served as President of the Saskatchewan Construction Safety Association since May of 2014; providing construction safety training, advisory, and auditing services to some 10,000+ companies in the Saskatchewan construction sector. The SCSA employs 50 advisory, training, administrative and corporate staff in key operational bases in Saskatoon and Regina. SCSA has received a number of awards such as the Paragon Award for Business Excellence for Marketing and Promotional Achievement, the Saskatchewan Better Business Bureau’s Torch Award for Ethics due to its work in ethical leadership, in 2019 named one of Saskatchewan’s Top Employers and received international recognition being named Construction Safety Experts of the Year. His leadership includes experiences in labour and economic development, government/public relations and business leadership. Collin is an in-demand speaker for a range of business audiences. As a lifelong advocate for drug-free sports, Collin brings successful training and team philosophies to the business environment in his presentations. Collin is a regular contributor to Canadian business magazines including the Journal of Commerce, and Industry West Magazine. He is also co-host of the Bald Leadership Podcast alongside co-host Kavis Reed. --Contact Munir Haque | ActionEdge Executive Development: Website: AEEDNow.comLinkedin: Action Edge Executive Development Inc.Contact Collin Pullar: Website: SCSAonline.caPodcast: Bald LeadershipCollin Pullar on LinkedInBald Leadership on LinkedInTwitter/XPodcast Production:Recording: PushySix StudiosProduction Assistance: Astronomic Audio--Transcript Collin Pullar: [00:00:01] If you’re familiar with the Myers-Briggs Type Index, there’s 16 main personality preference types. 85% of the people who are in executive leadership, of which that’s usually the pool that gets pulled into the board, come from just those four types. The challenge is that you can get caught in the group think that we spoke about earlier. Right from the cognitive level, from the personality level, it can be important to look at that. Boards can, over time, begin to think about things like this. What’s the strengths that people bring?Munir Haque: [00:00:36] Hello everyone, and welcome to another episode of The Boardroom 180 Podcast. I'm your host, Munir Haque, an executive coach and senior board strategist. I have partnered with Action Edge Executive Development to lead their governance and political acumen division. In each episode, we meet with governance leaders and step into their boardrooms, where decisions shape the world around us.Munir Haque: [00:00:56] Today's guest is Mr. Collin Pullar. For the past decade, Collin has been the president of the Saskatchewan Construction Safety Association. It's an organization providing construction, safety training, advisory and auditing services for over 10,000 companies in the Saskatchewan construction sector. Under his leadership, the SCSA has operations in Saskatoon and Regina and received numerous awards. With expertise in labor, economic development, government and public relations, and business ...
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    49 mins

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