
Julie Labonte
CIBC Group of Companies

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About me
Operating Partner & Principal Consultant | EMBA | Tech-focused Operations & Finance Executive
Education

University of Calgary
2004 - 2010Bachelor’s Degree Social and Cultural AnthropologyActivities and Societies: Students' Union, EcoClub, Volunteer Services, Native Centre, Libraries and Cultural Resource Committee, Teaching Excellence Committee, Committee for Students with Disabilities, Career Services Board, Policy Committee Chair, Bylaw Committee, Order of the University of Calgary Committee, Fair Trade Coalition, Campus Recycling Board, Academic Hiring Committee Specializing in inter-cultural business practices and global economy; inter-cultural awareness and communication strategies; military and security perspectives and policies; communities.

University of Calgary
2004 - 2010Associate’s Degree Museum and Heritage StudiesMuseum and heritage policy and practices, collections management and curating, damage and disaster recovery, education program development, research and reporting.

Smith School of Business at Queen's University
2017 - 2019Master of Business Administration - MBA, Executive Business Administration and Management, GeneralActivities and Societies: Class Agent 2019

Cornell Johnson Graduate School of Management
2017 - 2019Master of Business Administration - MBA Executive MBA AmericasActivities and Societies: Class Agent 2019
Experience

CIBC
Sept 1997 - Feb 2019CIBC Group of CompaniesCIBC Wood Gundy - Registered Investment Associate (licensed trader - expired)CIBC Imperial Service - Private portfolio management, MFDA licensed (expired)CIBC Trust - Federal First Nations Portfolio ManagerCIBC - Retail personal and commercial banking, personal and commercial lending, mortgages and structuring, investment and finance planning, risk and fraud investigation.• Consistently meet and exceed sales and service targets• The go-to person for complex deals and customer retention strategy• Coordination and closing of large dollar deals requiring inter-departmental and multidisciplinary teamwork and execution• Design and improvement of processes and documentation Show less
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United Nations Education, Science and Cultural Organization (UNESCO)
Jan 2005 - Sept 2005Conference Coordinator, International Council of Museology (ICOMOS). Annual General Assembly
University of Calgary
May 2006 - May 2007Vice President External, Students' Union• Lobbyist and consultant for post-secondary education and student issues with all levels of government and governing bodies, including meeting with the Prime Minister of Canada. Policy amendment successes for financial requirements for student lending decisions provincially and federally• Policy consultant for operational sustainability, and greentech at scale for the City of Calgary, the Government of Alberta, the Government of Canada, national NGO's and provincial utility companies including ATCO Energy• Working Board member on numerous University governing boards and committees including the Senate, General Faculties Council executive, scholarship committees, accessibility policy group and the Nickle Arts Museum• Successful creation and implementation of the very first organizational and operational sustainability policies across student operations and university departments alongside partners and key stakeholders• Successful mediation and negotiation with parties usually having differing mandates• Management of education and advocacy events, engaging government, military, and community leaders• Media relations and speaking engagements Show less

Canadian Alliance of Student Associations
Jun 2006 - Jun 2007Regional Director, Western Canada• Consultant to the Government of Canada and related stakeholders• Responsible for stakeholder management and communications with governments and media• Lobbying elected officials including meeting with former Prime Minister Stephen Harper and his Ministers in Ottawa

Government of Alberta
Sept 2006 - May 2007Appointment, Financial Assistance Appeal Committee
Inn from the Cold
Nov 2011 - Jul 2014Development Associate• Overhauled organization to manage growing pains from rapid scaling• Project management for IT, operations and fundraising• Creation and revision of programs for shelter children and families, operations and donations• Development of 5-year strategic and marketing plans supported by KPIs and data analytics• Grant research and writing successfully attaining over $2M in grants

Lightcore Group, Inc.
Aug 2014 - Jan 2019General ManagerTelecom and internet, fibre to the home (FTTH), fibre to the business (FTTB), internet of things (IoT), emergency services communications redundancy and municipal economic development in Canada and the US.• Project management and expert analyst for large-scale municipal government projects• Launch and manage finance, HR and operations in Canada and the US• Successfully positioned companies to meet venture capital expectations and pass forensic audit• RFP management and business development• Translator of complex engineering, policy and business concepts Show less

Private Company
Feb 2019 - nowDirector and PrincipalSeasoned business architect specializing in launching startups from the ground up and revitalizing existing companies through customized restructuring. Julie excels in developing comprehensive systems across HR, operations, and finance, utilizing existing and emerging technologies to create efficient, purpose-driven organizations.Primary areas of focus include:Start-ups, scale-ups and business growth in local and international markets,Detailed roadmap and project planning to deploy key business and scaling strategies supported by in-depth data modelling paired with measurable milestones and KPIs,Full-stack IT strategies, including optimization, automation and deployment, with a focus on user experience, system integrations, data management, and enhanced reporting. Use case assessment to integrate new and novel technologies, including AI and blockchain.Financial audits and full restructuring of books for Canadian, US and international companies, including conversion of local GAAP to IFRS,Senior Controller, CFO and COO duties, fractional and contract, including oversight of bookkeeping, accounting, tax, regulatory reporting, treasury (debt and equity) and cap table management,Operational audits and analyses paired with systems and process development,Due diligence, policy and compliance for all areas of operations, including considerations for ESG and SOX,Operational and business culture change management,Manufacturing and production scaling, capital planning and asset analysis,Financial audit, fraud and theft investigation, and quality of books analysis,M&A integration and go-public preparation,Working board member and advisor,Digital sales presence, including Shopify builds,Marketing strategy including product development and pricing.Julie currently acts as the Managing Director and Principal for business partners Selah Trust with KD Professional Services https://www.selahtrust.ca/ and https://kdprofessional.ca/ Show less
Licenses & Certifications
- View certificate

Mergers & Acquisitions
Lynda.comFeb 2019 - View certificate

Blockchain: Beyond the Basics
LinkedInAug 2023 
Basic Emergency Management
Government of AlbertaJul 2015- View certificate

Learning Salesforce
Lynda.comFeb 2019 .webp)
Conduct and Practices Handbook
Canadian Securities Institute (CSI)Jan 2003- View certificate

Blockchain Basics
LinkedInAug 2023 - View certificate

How to Pitch to Investors
Lynda.comSept 2016 .webp)
Canadian Securities Course
Canadian Securities Institute (CSI)Jan 2001.webp)
Professional Financial Planning
Canadian Securities Institute (CSI)Jan 2002- View certificate

Running Company Onboarding
Lynda.comSept 2016 - View certificate

QuickBooks Pro 2017 Essential Training
Lynda.comMar 2019
Volunteer Experience
Youth Mentor
Issued by Youth Mentoring on Sept 2013
Associated with Julie LabonteCommunity Support and Advocate
Issued by By referral on Jan 2004
Associated with Julie LabonteWomen's Resource Centre, Co-Founder and Advisory Committee Executive
Issued by University of Calgary on Jan 2004
Associated with Julie Labonte
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