Interactive Business Case Study

March 23, 2018 @ 7:00 am – 10:00 am
Bingemans Conference Centre
425 Bingemans Centre Dr
Kitchener, ON N2B 3X7
Stephanie Rose

John and Jo will take you on a journey, not unlike those family businesses travel each day, where you will work in groups to examine and hopefully help solve everyday issues we all face in family business.  The interactive business case will draw on the intertwined aspects of strategy and leadership, conflict management, change management, ethics, and providing feedback. 

 Together, in a short 60-70 minutes we will examine the design, coaching, and strategic leadership factors that contribute to team performance in business.  Discussion will include topics such as the impact of an organization’s performance measurement and incentive system on strategy implementation; management’s philosophy and leadership style and organizational structure and the assignment of authority and responsibility; it will touch on personnel policies and procedures and the external environment.  In small groups we will help evaluate risk levels for the organization and proposes procedures for reducing risk, while analyzing human resource issues, including behavioural implications, related to the incentive structure.  Then as a large group we will discuss and evaluate ethical issues and how to help encourage individual participation in the achievement of organizational goals.

 We expect that by the end of the business case participants will be energized and motivated to look at their own businesses such that they may need to critically evaluate situations where actions may not be congruent with their strategy and objectives, or hopefully with the confidence that they are heading in the right direction.  Either way, we look forward to an entertaining, fun and exciting morning. 

John Rose. BA, MBA, CPA, CMA


John has led and motivated diverse teams and managed numerous businesses in a varied number of industries.  As president of Oak Bridge Holdings Inc., he currently oversees a diverse portfolio of ventures, property and investment holdings.  Prior to joining Oak Bridge Holdings, John has held senior level positions in management and operations with international companies, helping start, grow or redesign firms to achieve desired goals and objectives.    Possessing a CPA CMA, an MBA (Strategy) and a BA (Economics), John has taught for the Society of Management Accountants of Ontario, the executive and part-time MBA programs for the Laurier Lazaridis School of Business, and Conestoga College’s School of Business.  John has held numerous board and executive level positions with private SME’s as well as Not-for-Profit organizations and industry associations and has a long history of community involvement, having held executive level positions in junior hockey, while currently coaching softball and being a volunteer captain in his local community fire department in Wellesley.


Jo Taylor, CHRM


Jo has been a consultant, trainer and facilitator in the private, public and not-for-profit sector for many years. Educated in human resource management, change management and psychology, she is a skilled communicator, analyst and strategist — skills grown during over 35 years of leadership experience, more than 20 of which have been spent consulting both locally and nationally.  Before her “semi” retirement, Jo ran her own consulting business and affiliated with other consulting organizations. She has designed and delivered a variety of services and programs, including leading people through change; employee relations; training and coaching in leadership, team building, communication skills, and customer service; recruitment and selection; compensation, benefits and pay equity; organization design.   Jo served as a committee and board member of the Grand Valley Human Resources Professionals Association for ten years, for two years as both a member and as a chair of allocations committees for the K-W United Way, and for two years was a board member of Regional Addiction & Family Counselling, a local not-for-profit organization.






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