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Position Profile

CHIEF EXECUTIVE OFFICER REPORTS TO: BOARD OF DIRECTORS ORGANIZATION: JEWISH FOUNDATION OF MANITOBA DATE: MAY 2017

ABOUT THE JEWISH FOUNDATION OF MANITOBA

The Jewish Foundation of Manitoba, in keeping with its Jewish

heritage and values, has been facilitating the establishment and

growth of endowments since its inception in 1964. The Foundation

works closely with donors at all levels to match their philanthropic

goals with community needs.

The Jewish Foundation of Manitoba effectively stewards the assets

entrusted to it, distributes grants reflecting donor wishes and

community priorities and works closely with other community

agencies to strengthen Jewish and general communities in

Manitoba. The Foundation promotes dialogue, builds partnerships

and connects generations.

“Founded on Jewish values, the Jewish Foundation of Manitoba

cultivates an endowment fund that guarantees growth, innovation

and vibrancy of the Jewish and general community in

Manitoba. Forever.”

ABOUT THE POSITION

The Chief Executive Officer (CEO) leads the organization to

implement the strategic directions of the Board and achieve its

vision, goals and objectives. The CEO is the Foundation’s leader

and is ultimately accountable for its performance. The CEO is a

passionate and highly visible ambassador for the Foundation in the

community. The CEO is the steward of the brand and vigorously

builds and protects the reputation of the Foundation as a trusted,

relevant, valuable contributor to the community.

A Few Facts

Over $100 million in

assets

81 funds over $100,000

Endowment Book of Life

with over 750 bequests

and $25 million in

expectancies

Women’s Endowment

Fund with assets valued

at $1.5 million

Jewish Legacy Program

promoting planned giving

using life insurance as an

estate planning strategy

Bar / Bat Mitzvah Funds

encouraging children’s

philanthropy

JEWISH FOUNDATION OF MANITOBA CHIEF EXECUTIVE OFFICER

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The Chief Executive Officer works closely with staff to increase and grow endowments and other gifts. The CEO

oversees the administration of the grants and scholarship application and distribution processes. The CEO creates a

culture and environment that supports growth, creativity, innovation and high engagement.

KEY LEADERSHIP ACCOUNTABILITIES

Achievement of the Foundation’s vision, goals and objectives requires the leadership, support and work of the Board

of Directors, senior management, staff, volunteers and partners from all sectors. As its leader, the CEO has four

major accountabilities.

ACCOUNTABILITY 1: STRATEGY DEVELOPMENT AND IMPLEMENTATION

The Chief Executive Officer ensures the coordination and alignment of all Foundation activities to the strategic direction established by the Board of Directors, and

Assesses organizational capacity to implement strategies and identifies gaps in systems and resources

Translates the strategic plan into specific actions and communicates objectives to employees, volunteers, and partners

Ensures the preparation of annual departmental plans and budgets aligned with the organizational strategic and operational plans and the goals and objectives of the Board of Directors

Develops and implements a development plan for Board of Directors’ consideration and approval

Identifies within a risk management framework, all risks to the organization and develops and implements plans to mitigate these risks

ACCOUNTABILITY 2: BOARD OF DIRECTORS SUPPORT

The Chief Executive Officer serves as the principal resource to the Board of Directors and its key committees, and

Working with the Board Chair, identifies key issues for board deliberations and develops agendas and materials for board meetings

Advises and assists the Board of Directors in the development of strategic goals and objectives, programs, services and new initiatives based on sound research and broad community consultation as well as provide current information about a changing environmental landscape

Ensures formal written documentation including reports, background information and briefing materials are prepared and presented to the Board of Directors and its committees as required to support decisions and the development of policy and direction as well as to ensure the Board is appropriately informed of progress and all stakeholders are kept well-informed.

Implements the by-laws, policies and strategy set by the Board

Oversees the development and presentation of the annual report

As the official link between the Board and the employees of the organization, ensures effective formal communication and the appropriate sharing of information between the Board and the organization’s employees

Supports the development of individual directors as board members

JEWISH FOUNDATION OF MANITOBA CHIEF EXECUTIVE OFFICER

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ACCOUNTABILITY 3: STAKEHOLDER, DONOR AND PUBLIC RELATIONS

The Chief Executive Officer builds a culture of stakeholder engagement throughout the organization, ensuring opportunities for all of the organization’s stakeholders: donors, volunteers, staff, and partners from across the community, to personally engage with the organization’s mission in authentic and meaningful ways, and

Ensures the establishment of multi-faceted communication strategies to engage internal and external stakeholders in the work of the Foundation and demonstrates how their contribution impacts the lives within the Jewish and broader communities

Develops and sustain effective relationships with Jewish and broader community agencies such as the Jewish Federation

Promotes the Jewish Foundation of Manitoba throughout the province

Establishes and implements a development approach based on defined principles, policies and practices

Personally works with target donors to encourage the establishment of endowments

Is highly visible in the community through attendance at events, speaking opportunities and sponsorships

ACCOUNTABILITY 4: FINANCAL, OPERATIONAL AND ORGANIZATIONAL LEADERSHIP

The Chief Executive Officer maintains accountability for the operational and fiscal integrity of the organization within the policies and plans set by the Board of Directors, and

Guides, mentors and coaches a senior leadership team to ensure achievement of identified outcomes

Develops and nurtures a culture and environment based on the values and philosophy of the Foundation

Ensures the development, implementation and monitoring of an effective organizational structure that supports:

o short and long-term workforce development and succession plans

o volunteer recruitment, development, and succession

Leads the development of the organization’s operational and financial plan, including the development and monitoring of annual operating budgets

Develops and oversees the establishment of rigorous policies, criteria and processes for the administration of grants and scholarships

Works collaboratively with the Investment Committee and the Board of Directors to protect and grow the Foundation’s assets

Establishes sound financial and operating policies and procedures for the organization

Negotiates a wide range of contracts for the benefit of the organization

Implements financial policies and processes in accordance with policies and guidelines established by the Board and generally accepted accounting practices

Develops key and operational performance indicators and targets for the Jewish Foundation of Manitoba

Monitors the performance of the organization to ensure adherence to Board direction, established budgets and performance expectations

Ensures regular reviews of performance against the goals of the organization are completed and provide regular and ad hoc reports to the Board and stakeholders

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Establishes strong human resource practices that ensure highly qualified staff are recruited and retained, performance expectations are clearly defined, and the compensation and reward structures appropriately compensate individuals for their contribution and incent desired behaviours

Establishes and implements a succession management and professional development process to ensure staff have the appropriate competencies to effectively perform the activities of their positions and advance within the organization

ABOUT THE EDUCATION, EXPERIENCE AND COMPETENCY REQUIREMENTS

A post-secondary degree in business or a related discipline complemented with 10 years’ senior leadership

experience in a large public, non-profit or private sector organization is required. An in-depth understanding of the

Jewish community is a must. A demonstrated track record developing and implementing strategies, managing large

budgets and philanthropic fund development is required. Experience and expertise in fund management,

investments and estate planning would be considered an asset.

COMPETENCY REQUIREMENTS

The Jewish Foundation of Manitoba is a growing and innovative local organization with deep roots in

the community that provide highly personalized service tailored to their donors’ charitable and

financial interests. Candidates must be able to demonstrate the following leadership competencies to

be successful in the role:

INTEGRITY AND PROFESSIONALISM

Acts in the best interests of the Jewish Foundation of Manitoba

Builds others’ trust in one’s expertise and ability to get results

Assumes responsibility and accountability and follows through when making commitments

Appreciates the importance of and appropriately manages sensitive and confidential information

VISIONARY LEADERSHIP

Has broad knowledge and perspectives

Establishes a shared vision and common goals and creates the environment where the organization can be innovative and accepting of appropriate risks

Adopts a long-term view of organizational strengths, weaknesses, opportunities and risks in a changing operational environment

Respects the unique roles of all internal and external stakeholders

Able to clearly articulate a practical vision for the future, a credible case for change / enhancement and to influence and inspire others to work as part of a team toward that vision

Able to identify critical issues and risks that will have an impact on the organization

POLITICAL ACUMEN Understands and respects the roles of all parties

Understands complex political situations and determines effective strategies to maximize opportunity and minimize risk

Understands and respects the role of different stakeholders and how they might work together

Gains and effectively uses knowledge of formal and informal political, social and organizational structures and relationships to achieve positive change

RELATIONSHIP AND COLLABORATION FOCUSED

Promotes dialogue, cooperation, collaboration and partnerships between individuals or groups both within and outside the Jewish Foundation of Manitoba, ensuring everyone understands each others’ roles, responsibilities and contributions

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Is an active listener to messages being communicated by stakeholders and authentically engages them in the work of the organization

Understands and respects the role of governments, business, community and social agencies and how they might work together

Values and leverages the power of networks

EFFECTIVE ORAL, WRITTEN, PRESENTATION AND MEDIA RELATIONS SKILLS

Defines the principles and framework of effective organizational communication

Articulates complex ideas in a clear understandable way

The ability to create and conduct engaging presentations to small and large groups

Appropriately utilizes established media relations to advance organizational goals

Develops well-constructed documents and reports

Provides sound, credible and thorough information to the Board of Directors and ensures the Board is appropriately informed of issues

Effectively facilitates meetings and discussions to assist participants in reaching shared decisions and fostering positive relationships

We ask that individuals with an interest in further exploring this exciting opportunity provide your resume by June 23,

2017 to:

LESLIE DORNAN, Senior Partner & National Director of Consulting

MNP LLP

Direct: 204.788.6072

Email: leslie.dornan@mnp.ca

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ABOUT WINNIPEG Winnipeg is the vibrant capital city of Manitoba and lies at the geographic heart of North America.

“The Peg” is located in the fertile Red River Valley at the junction of the Red and Assiniboine

Rivers. One of the most economically and culturally diverse cities in Canada, Winnipeg is well

known for its cultural achievement, flourishing arts scene, and welcoming spirit.

A “City of Sunshine” we have the highest average number of sunlight hours in Canada with an

average summer temperature of 25.4°C and an average winter temperature of -12.9°C.

Well known as a transportation hub and the “Gateway to the West”, key industries in Winnipeg

include aerospace, agribusiness, finance and insurance, health and biotechnology, information

and communications, electric power and apparel and furniture manufacturing. Major employers

include Investors Group, MTS Allstream, Great West Life, Palliser Furniture, Motor Coach

Industries, New Flyer, Boeing, Standard Aero, Pollard Banknote and Bristol Aerospace.

Our city is in the midst of expansive growth and development that is cementing our reputation as

a community with growth opportunities in every industry and sector. Here we highlight but a few

of the exciting initiatives underway:

CentrePort – The development of an inland port

which will be a hub of transportation activity that

brings together road, rail and air cargo to a central

location for re-distribution with the intent of

facilitating international trade and distribution and

creating value added services as goods move thought the supply chain. Winnipeg’s

proximity to the geographic centre of North America, and 20,000 acres of land around

the airport will be capitalized on to expand Winnipeg’s position as one of North

America’s most important trading centres.

Assiniboine Park & Zoo Expansion – Winnipeg’s premier green space is already

visited by millions of people annually and already boasts the Leo Mol Sculpture

Garden, the Assiniboine Park Zoo, a Conservatory, and the Lyric Theater at which

free concerts play throughout the summer season. With the establishment of the

Assiniboine Park Conservancy, a private not-for-profit corporation dedicated to

improving its infrastructure and services, the park and zoo are quickly expanding upon

their world-class floral, zoological, artistic and activity based attractions to deliver

internationally renowned entertainment and recreation options. The Journey to

Churchill exhibit and the planned Diversity Gardens will attract visitors from around

the world.

The Canadian Museum for Human Rights – located in the heart of downtown Winnipeg, the Canadian Museum for Human

Rights, Canada’s first federal museum located outside Ottawa, is housed in an iconic building and will be a national and

international destination and a centre of learning where Canadians and people from around the world can engage in discussion

and commit to taking action against hate and oppression. Opened in 2014, it enhances the public understanding of human rights,

promotes respect for others, and further cements Canada’s reputation for championing human rights issues from right here in

Winnipeg.

SHED – CentreVenture Development Corporation’s proposed Sport, Hospitality and Entertainment District (SHED) development

plan for downtown Winnipeg includes an outdoor public square, two new mixed commercial developments, and additional parking

facilities in addition to plans for expanded retail development and expansion of Winnipeg’s sheltered skywalk system.

James Richardson International Airport – The $585 million transformation of Winnipeg’s airport including the construction of a

new terminal, access road, parkade and an additional hotel means Winnipeg’s ever increasing passenger and cargo traffic levels

will continue to be managed safely and efficiently. With expanded retail services reflective of Winnipeg, the ability to accommodate

more and larger international flights, the opening of a new bus terminal, and the relocation of the Canada Post plant nearby,

Winnipeg’s airport is literally positioned to become one of the busiest in Canada.

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Investors Group Field – World-class athletic and recreation venues constructed near the University of Manitoba. The facility

includes a new stadium with over 33,000 seats and 40 private suites with additional hospitality areas, and a new fitness centre.

With over 935 parks, 24 golf courses, 50 indoor arenas and curling rinks, 40 galleries, 50 theatres and performance venues, and

20 libraries we believe in community, recreation and fun. Some of the top attractions in Winnipeg include:

The Assiniboine River walk - a lighted pathway that lies on the north shore of the Assiniboine River from the Forks to the

Legislative Grounds.

The Manitoba Centennial Centre - home to Canada’s Royal Winnipeg Ballet, the Winnipeg Opera Company and the Winnipeg

Symphony Orchestra, located in downtown Winnipeg includes the Concert Hall and Planetarium and the Manitoba Museum.

Rainbow Stage - located at Kildonan Park offers fun, superb, award winning performances of popular Broadway hits in a covered

outdoor setting.

The Manitoba Theatre Centre – Canada’s first English-speaking regional theater and a model for regional theatres throughout

North America; presents over 250 performances annually for more than 150,000 theatre lovers.

Fort Whyte Centre for Environmental Education - is a wild oasis offering forests; self-guided trails, an interpretive centre and

fresh water aquarium.

We enjoy numerous unique festivals in our community including the Red River Exhibition with Manitoba’s largest midway and a

wide variety of family entertainment. Folklorama is the largest running multicultural event in the world of its kind, held throughout

the city for two consecutive weeks during the summer months. The Winnipeg Fringe Theatre Festival is the second-largest fringe

festival in North America. The annual Winnipeg Folk Festival is internationally renowned, 40 years old and running strong. The

Festival du Voyageur is one of North America’s longest running winter festivals. These along with numerous others including

Winnipeg International Children’s Festival, and the Winnipeg Jazz Festival, which hosts some of the finest Jazz Musicians from

around the world and converges at the Winnipeg Art Gallery (Canada’s oldest public Art Gallery,) help ensure that our unique

contemporary culture grows and thrives.

Adding to the excitement of two professional sports teams,

the Winnipeg Blue Bombers and the Winnipeg Goldeyes,

True North Sports and Entertainment brought us back our

beloved Winnipeg Jets in the 2011/2012 season.

There is no shortage of entertainment options and we

have a sophisticated and open cultural scene. Canada’s

crossroads is easy to get to by land, rail or air; but difficult

to leave.

For more information on Winnipeg please visit

www.winnipeg.ca,

www.economicdevelopmentwinnipeg.com,

www.winnipeginlandport.ca, and

www.centreventure.com. Photos by Bryan Scott.