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BEAR x BIOrg Webinar Series

BEAR x BIOrg Webinar: Lisa Brenneman

  • Speaker: Lisa Brenneman, Applied Behavioural Finance, TD Wealth

    Lisa manages the application of Behavioural Finance & Thought Leadership at TD Wealth.  She created the TD Wealth Personality Assessment Tool using the Five Factor Model of Personality, enabling clients and advisors to identify their financial and investing blind spots – the key to delivering relevant financial advice that helps people achieve their goals and stay on track.  Lisa also leads Thought Leadership, conducting and applying behavioural finance research to digital tools, training and strategy.  She collaborates with Behavioural Economics academics and practitioners around the world conducting research, authoring industry reports and creating content that educates people on how to overcome their behavioural biases. Prior to TD, Lisa worked primarily in the packaged goods industry specializing in Innovation.

  • Date: November 14, 2019 12 PM ET
  • Topic: Exploring Financial Personality and the Impact on Our Investing Decisions
  • Description: This webinar will focus on how TD Wealth Management has applied behavioural economics to develop a differentiated relationship model with clients.  It will also dive into recent TD research on personality and financial decision making.

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Questions? Contact Liz Kang liz.kang@rotman.utoronto.ca



Past BEAR x BIOrg Webinar Sessions

BEAR Webinar Series: Sasha Tregebov

BEAR x BIOrg Webinar: Sasha Tregebov 

  • Speaker: Sasha Tregebov, Director, The Behavioural Insights Team Canada

    Sasha is the Director of BIT Canada, leading BIT’s team in Toronto and its work across Canada. Previous to taking his current role, Sasha oversaw BIT’s work with local governments in the US through the What Works Cities initiative. This initiative helps cities build their capacity for using data and evidence, including the application of behavioural insights. Prior to joining BIT, Sasha co-developed and led Deloitte’s Canadian behavioural insights capabilities, where he consulted to public sector organizations across Canada with a focus on strategy and innovation. He began his career as a policy advisor with the Government of Ontario. Sasha holds a Master’s degree in Public Policy and Administration from Ryerson University.
  • Date: October 17, 2019 12 PM ET
  • Topic: Reducing Burnout Through Behavioural Insights 
  • Description: This webinar will focus on a recent trial conducted by the Behavioural Insights Team that reduced burnout and resignations among 911 call takers and dispatchers in the United States. It will also describe how similar approaches are being taken to reduce physician burnout in the UK and teacher / school staff burnout in Canada. 

BEAR Webinar Series:Joyce He & Sarah Kaplan

BEAR x BIOrg Webinar: Joyce He and Sarah Kaplan

  • Speaker(s): Joyce He, Ph.D. Student in Organizational Behaviour and Human Resource Management, University of Toronto
    Sarah Kaplan, Distinguished Professor, Director, Institute for Gender and the Economy, Professor of Strategic Management, University of Toronto

    Joyce He is a PhD candidate in Organizational Behaviour and Human Resource Management at the Rotman School of Management at the University of Toronto. She obtained her Honours Bachelors of Science with high distinction in Psychology from the University of Toronto. Her research has examined how female job seekers attempt to overcome anticipated gender biases in hiring decisions for male-dominated jobs. Her current work harnesses behavioural insights to apply structural changes and “nudges” to the selection procedure to reduce gender biases. 


    Sarah Kaplan is Distinguish Professor, Director, Institute for Gender and the Economy, and Professor of Strategic Management at the Rotman School of Management at the University of Toronto. She is a co-author of the bestselling business book, Creative Destruction as well as Survive and Thrive: Winning Against Strategic Threats to Your Business. Her latest book, The 360° Corporation: From Stakeholder Trade-offs to Transformation appeared in 2019. Her research has covered how organizations participate in and respond to the emergence of new fields and technologies in biotechnology, fiber optics, financial services, nanotechnology and most recently, the field emerging at the nexus of gender and finance. She recently authored “Gender Equality as an Innovation Challenge” (2017) in the Rotman Management Magazine, “The Risky Rhetoric of Female Risk Aversion” (2016) in the Stanford Social Innovation Review, “Meritocracy: From Myth to Reality” in the Rotman Management Magazine (2015), and “The Rise of Gender Capitalism,” in the Stanford Social Innovation Review (2014). Her current work focuses on applying an innovation lens to understanding the challenges for achieving gender equality.

  • Date: September 17, 2019 12PM ET
  • Topic: Designing for Equality: 5 myths and 5 solutions
  • Description: In this webinar, Joyce He and Sarah Kaplan of the University of Toronto’s Institute for Gender and the Economy use insights from scholarly research to shed light on how to achieve gender equality. They bust 5 common myths and discuss 5 potential solutions for organizations.
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