January 2025 - First Anniversary of Puimac Consulting

January marks a special milestone as I celebrate the first anniversary of my governance consulting business, Puimac Consulting. And what a year it has been!

I ventured into business ownership and entrepreneurship, gaining invaluable lessons along the way. I spent significant time in Victoria, Vancouver, and even took a trip to Toronto, connecting with many of you to discuss the challenges directors and management currently face as I explored how I could add value.

Thank you for being part of this journey. I couldn’t have done it without your encouragement and guidance.

Over the past year, I worked with clients to:

🥳 Refocus their board reporting, governance frameworks, and director onboarding presentations, aligning them with key board responsibilities and significant oversight areas.

🥳 Refresh reporting expectations from their investment service providers to eliminate bulk and prioritize information that added value and was relevant to their oversight role.

🥳 Transform board handbooks and key policies, clarifying board-management roles for greater efficiency.

What else did I do in 2024?

I joined a few boards, including the B.C. Passenger Transportation Board, Clean Prosperity, and Project Change Foundation. I also helped launch a local seniors’ community centre (which I don’t qualify to attend 😉).

Additionally, I guided a legal department in building a strategic plan, presented on improving board reporting, attended courses and conferences, and enjoyed some incredible vacations—with and without my family—to South Africa, Bali, and Saskatchewan.

Thank you for making 2024 such an interesting and fulfilling year.

My Gift to You

Free guide 

Guide: Why the Board May Reach into Management Areas of Responsibility

Based on my boardroom experience and conversations over the past year, this guide explores why boards of directors, typically focused on governance, sometimes delve into operational matters. It highlights the reasons behind such involvement and offers constructive strategies to address these situations effectively.

You can download the guide HERE.

Or email me at [email protected] to request a copy.

I hope that you find it valuable. I’d love to hear your feedback or suggestions for improvement. Feel free to share the guide with your connections.

What’s Ahead in 2025

I’m committed to helping boards and management teams use their time more effectively and work more collaboratively by clarifying roles, enhancing reporting, and fostering meaningful, results-driven discussions.

My expertise uniquely positions me to support organizations with stakeholder-appointed boards or those overseeing large investment funds.

Here are examples of how I plan to assist clients in 2025:

• Presentations and workshops on the role, relationship and dynamic between management and directors.

• Improving board reporting to provide directors with better information for decision-making and to demonstrate value.

• Mentoring and guiding clients through governance challenges.

I prioritize practical tools and tailored strategies over generic best practices, ensuring immediate, impactful results in the boardroom.

👉 Call 250-588-3819 or 📧 [email protected] to learn more

If you know someone who could benefit from my services, referrals are always appreciated!

Supporting Non-Profits: Are you improving the world on a tight budget? As part of giving back, Puimac Consulting Ltd. provides a number of presentations pro bono each year. Non-profits with limited budgets can inquire for more information and on availability.

I value your support.

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AND please share this newsletter with your connections - my services may be exactly what they need right now.