Discussion Leaders

Patrick W. Fowler

Forum Moderator

Todd Jankowski, CFA, CIPM

Forum Moderator

Carol Penhale

Data Quality

108th Meeting of

The Performance Measurement Forum

Thursday, April 24, 2025

8:30 – 9:00 A.M.

CONTINENTAL BREAKFAST

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9:00 – 10:45 A.M.

Zoom Meeting Starts

MEMBER INTRODUCTIONS,

UPDATES, & QUESTIONS

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10:45 – 11:00 A.M.

MORNING BREAK

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11:00 – 12:00 P.M.

DATA QUALITY AND MONITORING

Carol Penhale – Head of Canada, Rimes Technologies 

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12:00 – 1:00 P.M.

LUNCHEON

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1:00 – 2:00 P.M.

CURRENCY ATTRIBUTION

Lindsey Beecroft, CDPQ

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2:00 – 3:00 P.M

OPEN DISCUSSION

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3:00 – 3:20 P.M.

AFTERNOON BREAK

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3:20 – 4:20 P.M.

AI USE CASES AND JARGON DEFINITIONS

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4:20 – 4:45 P.M.

Toronto & Canada’s History:

Insights on CIPC, CFA Toronto, and the Financial Landscape

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4:45 – 5:00 P.M.

NEXT DAY & END OF DAY WRAP-UP

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Friday, April 25, 2025

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8:30 – 9:00 A.M.

CONTINENTAL BREAKFAST

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9:00 – 10:30 A.M.

OPEN DISCUSSION

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10:30 – 11:00 A.M.

MORNING BREAK

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11:00 A.M. – 12:00 Noon

PERFORMANCE ATTRIBUTION:

WHAT’S WANTED, WHAT’S USED, AND WHAT’S NOT

Alex Serman, CIPM, First Rate

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12:00 noon – 1:00 P.M.

WRAP-UP & LUNCHEON

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April 24-25, 2025

Thursday

9:00 AM – 5:00 PM ET

Friday

9:00 AM – 12:00 NOON ET

LOCATION

Delta Toronto

75 Lower Simcoe Street

Toronto, ON M5J 3A6

Lindsey Beecroft

Currency Attribution

Alex Serman, CIPM

Attribution in Reality

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