CMC-Canada CMC-Canada fosters excellence and integrity in the management consulting profession as a whole.

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1 CMC-Canada Media Kit " CMC-Canada fosters excellence and integrity in the management consulting profession as a whole. " CMC-Canada administers, and its provincial Institutes confer, the Certified Management Consultant (CMC) designation in Canada. The Association and its 3,000+ members advocate for the CMC designation and are dedicated to advancing the profession and delivering the benefits of those efforts to the client community.!

2 About CMC-Canada" Leadership CMC-Canada provides leadership for the profession, shaping the vision, fostering excellence and integrity, and speaking for the profession with a single voice. " Mission" To advance the practice and profile of management consulting in Canada through:! Education and certification of consultants! Promotion of ethical standards and professional competency! Advocacy for the profession in public and government settings!! The CMC Designation" The Certified Management Consultant (CMC) designation is the profession's only international certification mark, recognized in over 45 countries. It represents a commitment to the highest standards of consulting and adherence to the ethical canons of the profession. CMC-Canada administers, and its provincial Institutes confer, the CMC designation in Canada.!

3 Network"

4 Call us when researching your next story. " Need an expert? Our members represent a cross-section of the management consulting industry, from strategy and large firms, through the ʻbig fourʼ professional services firms, boutiques and specialists, and the independent practitioner.! Finance" Human Resources" Government" Marketing" Organizational Change" Quality Management" Strategy" Technology" Finance consultants provide advice on matters such as business valuation, capital structure, corporate turnaround, and economic forecasting.! Are you looking for a story on recruitment practices, compensation and benefits packages, pension funding, workforce diversification, and/or employee development programs? Our members have many areas of specialization for example, how to receive the best return on investment from your employees, work/life balance, leadership, and generational differences.! Our members work with all levels of government to streamline processes and reduce expenses while improving service delivery.! Marketing consultants work with companies seeking innovative ways to market new or existing products and services. Areas they can speak to include branding, differentiation, market analysis, etc.! Organizational change consultants work with clients undergoing a fundamental re-structuring of the way the organization operates.! Quality management consultants help organizations improve the quality of their products and services. Have you written about Total Quality Management (TQM) or operational excellence?! Strategic consultants help organizations with strategic planning for the foreseeable future. They help organizations allocate scarce resources to help achieve their vision.! Technology consultants help organizations implement new technologies for optimal effectiveness. They advise on when to adopt new technologies and how to be on the leading edge -- ʻleading edgeʼ vs. ʻbleeding edge.ʼ!

5 What is management consulting? " Management consulting is an independent professional advisory service assisting managers and organizations to achieve organizational purposes and objectives by solving management and business problems, identifying and seizing new opportunities, enhancing learning, and implementing changes.

6 CMC-Canadaʼs 2013 Canadian Consulting Industry Report! '("#$ '($ &"#$ &$ %"#$ %$!"#$ )((%$ )('($ )(')$ *+,-./01$ $5*+$ :$

7 What is a Management Consultant? " Professional management consultants are contracted by organizations to provide advisory services in an objective and independent manner. " Services include, but are not limited to:! - Strategic planning! - Facilitation! - Quality assurance! - Education and training! - Investment counsel! - Identification and analysis of management problems! - Developing solutions! - Implementation of proposed solutions!

8 Certified Management Consultant (CMC)" Expertise, Competence, Experience! cmcdesignation.com!

9 Certified Management Consultants differentiate themselves from ʻregularʼ consultants by promoting " High Standards The CMC designation requires commitment to the highest ethical standards through adherence to CMC- Canadaʼs Uniform Code of Professional Conduct. Dedication to the Client Engagements are more than just fees to CMCs, who define success by their clientʼs success. CMCs are motivated by their personal drive to overcome their clientʼs challenges.! Broad Perspectives CMCs are required to demonstrate and maintain competence across a broad set of functional disciplines. CMCs seek to address the ʻcauseʼ of the problem, as opposed to the ʻsymptom.ʼ! Passion for and Commitment to the Profession CMCs have personally invested in management consulting as their career. It is not something they casually do as contract employment. CMCs expect to be evaluated on, and held accountable for, the impact and results of their work.!

10 Professional conduct and ethical practice" Since a consultant's most valuable asset is his or her reputation, successful consultants have a strong sense of ethics.! At the heart of the CMC designation, is the Code of Professional Conduct.! The Code protects the client, the profession, other members, and the public.! The CMC designation unites truly professional consultants under one standard of ethics and creates unified standards of practice.! The Uniform Code of Professional Conduct As a Certified Management Consultant (CMC), one is bound by the Code of Professional Conduct of the Canadian Association of Management Consultants (CMC-Canada) and the relevant regional or provincial Institute of Certified Management Consultants. The Code was designed to protect the public, the profession, other members, and the client. Purpose The purpose of this Code is to identify those professional obligations that serve to protect the public in general, and the client in particular. The Code is also designed to identify clearly the expectations of members with respect to other members and the profession. Definitions Council is the Council or Board of any provincial or regional Institute of Certified Management Consultants affiliated with the Canadian Association of Management Consultants (CMC-Canada). Member is any individual registered and in good standing with a provincial or regional Institute of Certified Management Consultants in Canada. Responsibilities to the Public Legal: A member shall act in accordance with the applicable legislation and laws. Representation: A member shall make representation on behalf of provincial, regional or national Institute members only when authorized. Public Protection: A member shall be liable for suspension or expulsion from membership where that member has behaved in a manner unbecoming to the profession, as judged by Council. Responsibilities to the Profession Knowledge: A member shall keep informed of the applicable Code of Professional Conduct and the profession's Common Body of Knowledge. A member shall strive to keep current with developments in any area of the profession where specific expertise is claimed. Self-Discipline: A member shall recognize that the self disciplinary nature of the profession is a privilege and that the member has a responsibility to merit retention of this privilege. Therefore, a member shall report to Council unbecoming professional conduct by another member. Responsibilities For Others: A member shall ensure that other management consultants carrying out work on the member's behalf are conversant with, and abide by, the applicable Code of Professional Conduct. Image: A member shall behave in a manner that maintains the good reputation of the profession and its ability to serve the public interest. A member shall avoid activities that adversely affect the quality of that member's professional advice. A member may not carry on business that clearly detracts from the member's professional status. Responsibilities to Other Members Review of A Member's Work: A member who has been requested to review critically the work of another member shall inform that member before undertaking the work. Responsibilities to the Client Due Care: A member shall act in the best interest of the client, providing professional services with integrity, objectivity and independence. A member shall not encourage unrealistic client expectations. Business Development: A member shall not adopt any method of obtaining business that detracts from the professional image of the Institute or its members. Competence: A member shall accept only those assignments that the member has the knowledge and skill to perform. Informed Client: A member shall, before accepting an assignment, reach a mutual understanding with the client as to the assignment objectives, scope, workplan and costs. Fee Arrangement: A member shall establish fee arrangements with a client in advance of any substantive work and shall inform all relevant parties when such arrangements may impair or may be seen to impair the objectivity or independence of the member. A member shall not enter into fee arrangements which have the potential to compromise the member's integrity or the quality of services rendered. Conflict: A member shall avoid acting simultaneously for two or more clients in potentially conflicting situations without informing all parties in advance and securing their agreement to the arrangement. A member shall inform a client of any interest that may impair or may be seen to impair professional judgment. A member shall not take advantage of a client relationship by encouraging, unless by way of an advertisement, an employee of that client to consider alternate employment without prior discussion with the client. Confidentiality: A member shall treat all client information as confidential. Objectivity: A member shall refrain from serving a client under terms or conditions that impair independence and a member shall reserve the right to withdraw from the assignment if such becomes the case CMC-Canada The Uniform Code of Professional Conduct Page 1

11 Contact us" Canadian Association of Management Consultants (CMC-Canada) PO Box 20, Bay Street Toronto, ON M5H 2Y4 Canada!!! Ask for Andrea Vandenberg, Director, Business Development and Communications.!!! T: Toll Free: F: Toll Free: E: W: cmc-canada.ca!