Sherry Lee Gregory

How did it start

Sherry Lee Gregory first joined the Atlantic Regional council in 1990 and since then has been a dedicated supporter of CPBI conferences and events.  In addition to co-chairing the inaugural Atlantic Regional Conference, she also co-chaired the 2005 National Conference in St. John’s, Newfoundland and Labrador. She has also served as a National Board representative for the Atlantic Region, as Vice Chairperson in 2003-04 and ultimately as Chair of the Board of Directors in 2005-06 when she took a leadership role in updating governance policies and defining roles at national and regional levels.  She helped to outline the role of the CEO and to revamp the format of the national conference, taking part in the organizing committee of FORUM 2010 in Halifax, Nova Scotia.  She was the regional Volunteer of the Year in 2009, and in 2011 was presented with the National Volunteer Appreciation Award. From moderating sessions and serving on event committees to attending National Board meetings, Sherry’s personal commitment has been essential to the CPBI’s notable growth and success in the Atlantic Region and is a glowing example of the Institute’s mission in action.

The first Atlantic Regional Conference was held at White Point Beach, Nova Scotia.  That conference was founded and co-chaired by Helen Anderson and Sherry Lee Gregory. Not only was it a success, it has grown every year since to the point that it has become a challenge to find suitable venues to accommodate the size (and atmosphere) of the event.  Everything that it is today is owed to the brilliant foundational effort of its two industrious, visionary founders. 

Gregory is responsible for providing consultants with greater insight into Franklin Templeton’s investment capabilities, and for building relationships with both global and regional consultants. She is part of the company’s Consultant Relations team, which is led by Dennis Rothe, and works out of Toronto.

Prior to joining Franklin Templeton, Gregory was director of Business Development at RBC Investor & Treasury Services. She was then responsible for strategic sales and business development in Atlantic Canada and in the US.

Notable CPBI Contributions

• 1990-: Council member, Atlantic Regional Council
• 2003-04: Vice-Chair, Board of Directors
• 2005: Co-chair, National Conference in St. John’s, Newfoundland and Labrador
• 2005-06: Chair, Board of Directors
• 2010: Organizing committee of FORUM