2014 MEDIA KIT

MAKING CONNECTIONS Helping Canadian finance & IT executives keep their financial ecosystems flowing.

Advertising Marketing Campaigns Media Partnerships Event Sponsorship

Advertorial Contributions Online & Email Campaigns

Vendor Classifieds Editorial Roundtables

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Press Release...November 1, 2013

New magazine launch

Financial Operations magazine to give Canadian executives insights, ideas, and practical information about their corporate financial ecosystems to help drive strategy, cash flow MARKHAM, ON--- In 2014 senior financial executives in Canada will get a new quarterly trade magazine called FINANCIAL OPERATIONS. The new magazine is Canada’s magazine of accounts automation, document services, collections management, and more. Financial Operations magazine reaches approximately 5,000 senior finance, operations and technology executives who are responsible for their organization’s strategy and implementation of back office functions. The first issue will be mailed to readers in March 2014. The magazine and its related website www.financialoperations.ca will focus on features, news and special reports on vital areas such as accounts payable and receivable, expense management, data capture, collections and outsourcing, billing systems, purchasing cards, financial reporting, document management and more. The magazine—the fourth launch in the financial services sector by Canadian publisher Lloydmedia, Inc over the past four years--will reach individuals by name and title who are responsible for, or involved in, financial operations, from strategic corporate direction advice, to tactical and technology evaluation in Canadian companies and government. Financial Operations arrives at a time when Canadian businesses face a growing challenge to the successful management of their financial supply chain to serve the diverse needs of their operations. Companies are increasingly seeking outside help for crucial functions to improve the control of the money supply while providing their organizations with abundant data, analytics and metrics and more. Today’s financial managers and IT executives face an increasingly complex mandate where business conditions, marketing trends, technological advances, regulatory adjustments, and new corporate strategies have expanded the impact of their role. These developments have created an escalating need for a Canadian magazine which addresses these changes with extensive, independent, professional editorial coverage, both in print and online. Readers include C-Level executives from private companies, federal, provincial and municipal governments, large non-profits, as well as major Canadian financial institutions in all sectors. The readers include decision makers responsible for supporting and fulfilling all back office functions which comprise an organization’s financial ecosystem. Financial Operations is published by Lloydmedia, Inc, a Canadian company established in 1988. Lloydmedia also publishes Payments Business magazine, Canadian Treasurer, Canadian Equipment Finance, Direct Marketing magazine, Contact Management magazine, and the annual national directories DM Industry Sourcebook and The List of Lists. Lloydmedia, Inc is based in Markham, Ontario. Contact details for a Charter Media Kit. Steve Lloyd Chantal Goudreau President & Publisher Senior Advertising Sales Lloydmedia, Inc Financial Operations Magazine 302-137 Main St N 905-201-6600 x 224 Markham, ON L3P 1Y2 905-201-6600 or 1-800-668-1838 x 225 Email: steve@financialoperations.ca chantal@financialoperations.ca

Editorial Coverage Of:

Accounting Systems Accounts Payable

Accounts Receivable Audit Services & Systems

Collections & Credit Management Data Capture

Document Management Expense Management

Fraud & Anti-Laundering Financial Metrics

Outsourcing (BPO) P-Card Systems and Programs

Procurement Security & Records Tax and Regulatory

Published Quarterly Q1| SPRING mailed March 2014

Q2 | SUMMER mailed June 2014 (IFO Fusion issue)

Q3 | FALL mailed September 2014 (IFO Canadian Symposium issue)

Q4 | WINTER mailed November 2014

CHARTER MEDIA PARTNERSHIP PROGRAM Exclusive, integrated, full-access dialogue with our readers.

In Print. Online. In Person. Advertising. Editorial.

FINANCIAL OPERATIONS magazine’s readers are both financial and technology executives who are responsible for the key back office functions in their companies. This audience also includes the top‐level strategic decision makers who oversee these operations to provide services vital to the long term health of the organization. We also target the Canadian members of key associations such as IFO, ACA, AIIM, Xplor, NACM and more.  Our readers are identified by name, title, company and vertical industry sector, and have been verified and qualified with the assistance of our partners in the financial services and marketing 

industries, and with our involvement in Canadian financial operations marketplace.  To help you engage this coveted audience, we’re offering a small and exclusive group of companies the opportunity to partner with FO’s readers in 2014 under a Charter Media Partnership program that gets your message to them all year long in a variety of effective, business‐building ways.  ONLY Charter Media Partners get 4 consecutive advertising insertions on the key positions in the magazine, as well as having the option of all or any of these at any time during the year: 

Guaranteed premium ad position for each issue in 2014 (OBC, IFC, IBC, Centre Spread).

Editorial support and contribution opportunities in key editions and sections.

Opportunity for a sponsored Breakfast Briefing on a topic of interest to our readers. Home page website banner for one year on www.financialoperations.ca Contact us today to learn more about this limited‐availability program. Steve Lloyd, Media Partnerships, 905‐201‐6600 x 225 or by email steve@financialoperations.ca 

Lloydmedia, Inc, #302, 137 Main St N, Markham, ON L3P 1Y2.

2014 ISSUES & EDITORIAL THEMES SPRING ISSUE | Q1 | A/P & A/R SPECIAL REPORT

Kick off the year with our PAYABLES/RECEIVABES SPECIAL REPORT, which provides extensive insights on the key factors impacting AP/AR in Canada and across North America. We feature contributions from a wide range of key industry and association leaders who provide exclusive, personal viewpoints that our readers use to shape planning and strategy for 2014 and beyond. 

 AD DEADLINE: February 17th. ISSUE OUT: March 7th  

SUMMER ISSUE | Q2 | FUSION 2013 ISSUE | DATA & DOCUMENTS SPECIAL REPORT The DATA & DOCUMENTS SPECIAL REPORT is where our readers will get the word on the how the collection use of data from financial operations, as well as the ongoing development of ECM and other document technologies and systems are affecting financial services, marketing, privacy, 

invoicing, customer loyalty, and more. We are creating special opportunities for members of AIIM and Xplor. AD DEADLINE: May 23rd. ISSUE OUT: June 6th  

FALL ISSUE | Q3 | CANADIAN IFO SYMPOSIUM ISSUE | TECHNOLOGY SPECIAL REPORT There’s two ways that our TECHNOLOGY REPORT helps our readers manage their key software, systems and hardware decisions to power their back office and frontlines. We explore key IT 

developments companies need to manage to upgrade, enhance and expand their IT operations. Readers will read exclusive articles that show the way to best practices in ebilling, p‐cards, cloud 

computing, analytics, and more. AD DEADLINE: August 20th. ISSUE OUT: September 8th    

 

WINTER ISSUE | Q4 | COLLECTIONS & CREDIT SPECIAL REPORT This issue our COLLECTIONS & CREDIT REPORT looks at how companies are harnessing electronic communications, call centre operations and outsourcing, payments solutions, enhanced credit 

analysis and big data, and more. We feature contributions from the leaders in credit and collections to provide advice on strategy, tactics and processes.  

AD DEADLINE: October 23rd. ISSUE OUT: November 14th    

PLUS...each issue includes Regular Editorial Columns which look at credit management…collections outsourcing…case studies…vertical market insights…technological developments…major news stories…events and more. 

Please note all details, dates may be subject to change. Check with your rep for updates.

Call us to learn more about how to leverage these editorial opportunities with Advertising, Online Campaigns, Editorial Roundtables, and more. Phone: 905-201-6600 Toll Free: 1-800-668-1838 www.financialoperations.ca

    

    THE RIGHT READERS + THE RIGHT CONTENT = Engaged Prospects  Financial Operations reaches more than 5,000 individual Canadian executive readers responsible for back office, 

outsourcing, and internal operations of their financial services departments. These readers make major strategic and tactical decisions across the ecosystem that 

powers the commercial marketplace, and include executives in IT.  Our readers learn the most important developments affecting the industry. They get insights directly from the people who are making things happen.  Our readers gain ideas from authoritative contributions by leaders who know what’s affecting the market. 

2014 KEY THEMES SPRING ISSUE 

    A/P & A/R Special Report SUMMER ISSUE 

Data & Documents Special Report FALL ISSUE 

Technology Special Report Canadian IFO Symposium Issue WINTER ISSUE Collections & Credit Special Report

MUST-READ EDITORIAL CONTENT

www.financialoperations.ca

EDITORIAL ROUNDTABLE SPONSORSHIP

Your best customers and prospects in your boardroom.

Sponsor an industry roundtable and reinforce your status as an industry thought leader. Readers see how your expertise separates you from competitors. You’ll get business leads and strong, profitable long term relationships. 

OUR ROLE We have the power and contacts to bring together the best minds in equipment financing for a candid, in‐depth discussion on critical trends, issues and technologies. We help pick the topics that mean the most to your business strategy. We lead the discussion and publish the results as an in‐depth, high‐readership, high‐value article, with 

photos of the participants, details of the roundtable sponsor, and more. 

YOUR ROLE As exclusive sponsor you get to build new relationships with a hand‐picked group of senior executives from the 

industry. You get to help shape the scope of the discussion. This event can take place right in your boardroom (or a neutral location if you prefer) and is led by our editorial team with your input and participation. You get credible 

marketing material and promotional exposure to boost marketing and sales.  

Discuss the big ideas directly with the best and brightest in your market. 

We take care of all the details. You get the benefits that include:

An exclusive opportunity to tap into the best and brightest minds in the business to get exclusive valuable insights and ideas.

High profile editorial exposure in print

when the roundtable is seen and read by our entire national readership.

Unlimited use of reprints of the roundtable. Reprints include your logo, company information, magazine endorsement, and more. You can use the reprints for promotional purposes in any media channel.

Personal time with the participants to build new business relationships.

Opportunity to have your key senior leader as a roundtable participant.

Call us for rates and to learn more about how to leverage this editorial opportunity. Phone: 905-201-6600 Toll Free: 1-800-668-1838 www.financialoperations.ca

VENDOR CLASSIFIEDS

A YEAR OF EXPOSURE Sample ads from one of our other magazines

 FINANCIAL OPERATIONS magazine gives you the opportunity to advertise for an entire year (4 Issues) with a single investment.  Our readers turn to the Vendor Classifieds to find new technology, services, advisors, people, outsourcers, and more.   You can buy as many units as you wish, and you can change your ad for each issue, one issue, or leave it the same for the entire year.   Your ad ensures that no matter which issue a reader might be reading, or what time of year they might be searching for new vendors, you will be in front of them when they start their search.  What’s more, because the Vendor Classifieds appear in every issue, your ad will be part of every Bonus Distribution edition all year at no extra charge.  Your brand will be exposed to an audience that is actively seeking information about the finance and leasing business.  > UNITS | Positioned prominently opposite editorial pages, the Vendor Classifieds are bought in single unit increments.   > RATES | Each unit is $995 for the full year, which gets you into every edition for as little as $248 per issue. You may also qualify for discounts based on volume, association membership, and more.   PLEASE CALL US FOR MORE INFORMATION OR TO BOOK YOUR AD FOR THE NEXT ISSUE.  Phone: 905‐201‐6600 Toll‐Free: 1‐800‐668‐1838 Email: ads@financialoperations.ca 

VENDOR CLASSIFIEDS Your ad appears in every issue

One investment covers a whole year No charge for any bonus distribution of the magazine

Change your material any time at no charge Reach our readers consistently to build brand awareness

Generate leads for your sales team Put your name in front of more than 30,000 executives (based on average issue readership, number of issues, and bonus 

distribution at major conferences and trade shows) 

www.financialoperations.ca

FINANCIAL OPERATIONS MAGAZINE Advertising Reservation & Authorization

Yes. Please reserve my advertising space in the issues specified below. I understand I do not need to send ad material immediately.

Maybe. Please send me additional information and a full media kit for the new magazine ASAP and I will evaluate this opportunity in more detail. I understand there is no obligation.

Please Print

NAME: _______________________________________ TITLE: _______________________________________ COMPANY: ___________________________________ ADDRESS: ___________________________________ CITY: _______________ Prov/St: ____ P/Zip: _______ PHONE: ______________________________________ EMAIL: _______________________________________ Ad Details & Issues (please circle issues requested) Issues in 2014 are Spring, Summer, Fall, Winter Size Issue(s) _________________________ _____ Full Page ___ SPRING SUMMER FALL WINTER or __ All 4 issues ½ Page ___ SPRING SUMMER FALL WINTER or __ All 4 issues ¼ Page ___ SPRING SUMMER FALL WINTER or __ All 4 issues Vendor Classified ___ One size (runs for 4 consecutive issues) (You may also buy multiple units to create larger VC ads) Please return this completed page to: FINANCIAL OPERATIONS magazine #302, 137 Main St N, Markham, ON. L3P 1Y2 or by fax to 905-201-6601 or call 905-201-6600 or email to ads@financialoperations.ca YOUR REP: ____________________________________________

ADVERTISING RATES Call us for frequency 

discounts and ad material sizes and formats. 

FULL PAGE Full Colour

JUST $2895 Also available as full pages are OBC, IFC

and IBC. You may also request specific

positions inside. Ads may also bleed.

Also available as half pages are island and vertical formats. Half

page ads always have editorial appearing on

the same page.

1/2 PAGE Full Colour

JUST $1495

¼ Page Full Colour JUST $795

Also available as quarter pages are horizontal banner

formats. Quarter pages are the most economical.

VENDOR CLASSIFIED Full Colour / $995 year Ad appears in the classified directory and will run for all 4 issues in 2014 at one price for the full year. Size is per unit. Ad material may be changed at any 

time at no charge. 

3 1/2” w x 1 ½” d

www.financialoperations.ca (Call us for a more detailed sample of actual readers)

Chief Financial Officer 407 ETR 

 Director of Finance Air Transat A.T. Inc. 

 Dirrector, Finance & Operations 

Apple Canada Inc.  

Director of Logistics & Purchasing Array Canada Inc. 

 Chief Financial Officer Art Gallery of Ontario 

 Manager, Operations Finance 

Assurant Solutions  

Chief Operating Officer Best Buy Canada 

 VP Finance 

Brewers' Retail Inc.  

Director of Finance Canada's Wonderland Company 

 Director of Finance & Administration 

Canadian Opera Company  

Operations Analyst Canadian Tire Acceptance 

 Mgr., CHIP Operations 

Canadian Tire Financial Services  

Senior Manager, Credit Card Services Canadian Western Bank 

 VP Finance, Accounting & Corp Operations 

Canon Canada Inc.  

Chief Financial Officer CanWest Media 

 Customer Operations 

Capital One  

Chief Financial Officer Cara Operations Limited 

 Western Credit Manager 

Caterpillar Financial Services Ltd.  

Chief Financial Officer CB Richard Ellis Limited 

 VP Finance & Administration 

CCH Canadian Ltd.  

Manager, Electronic Payment Operations Central 1 Credit Union 

 Associate VP, Operations 

Central1 Technology & Payment Svs 

EVP, Finance Ceridian Canada Ltd. 

 Chief Financial Officer 

Chubb Insurance Company of Canada  

Director Ontario Collections CIBC  

CFO & National Operations Manager CIBC Investor Services 

 SCO & Directcor, Credit 

CIT Financial Ltd.  

Director, Credit Citi Cards Canada Inc. 

 Chief Financial Officer 

ClubLink Corp.  

Chief Financial Officer Coastal Contacts 

 Manager, Credit and Asset Management Concentra Financial, Commercial Leasing       

Director of Finance Dairy Farmers of Ontario 

 CFO & Senior VP Finance DealerTrack Technologies 

 Operations Manager, eCommerce 

HBC Direct  

Chief Credit Officer Element Financial Corporation 

 VP Finance & Information Technology 

Enbridge Gas Distribution Inc.  

Chief Operating Officer EnStream LP 

 Director of Finance & Administration 

Ericsson Canada Inc.  

Chief Financial Officer Extreme Fitness, Inc. 

 National Credit & Collections Mgr G.N. Johnston Equipment Co. Ltd. 

 VP Finance 

General Mills Canada Corp.  

VP Finance & Administration Goodyear Canada Inc. 

 

Chief Operating Officer Grand & Toy Ltd. 

 Director of Financial Services 

Greater Toronto Transit Authority  

VP Finance & Systems HB Group Insurance 

 Senior Manager, Credit & Loyalty Marketing 

HBC Credit  

Sr VP Finance & Operations Heidelberg Canada Graphic Equipment Limited 

 Manager ‐ Ecommerce & Site Operations 

HMV Canada Inc  

Director of Finance Honeywell 

 Credit Services Manager Hudson's Bay Company 

 Chief Financial Officer 

Hydro One Networks Inc.  

Chief Financial Officer Indigo Books & Music, Inc. 

 Directtor of Finance & Administration Intermec Technologies Canada Ltd. 

 Director, Finance Jim Pattison Lease 

 Manager, Financial Accounting JTB International (Canada) Ltd. 

 GM of Finance, Accounting & IT 

JVC Canada Inc.  

Chief Financial Officer La Senza Inc. 

 Director Of Purchasing 

Labatt Brewing Company  

AVP, Collections Strategy Laurentian Bank of Canada 

 AVP International Operations Laurentian Bank of Canada 

 Director of Finance & Operations Levi Strauss & Co. (Canada) Inc. 

 Director of Finance Levitt‐Safety Ltd. 

 Credit Manager 

Liftcapital Corporation   

A SAMPLE OF ACTUAL READERS

   Senior VP Canadian Commercial Credit 

 Chief Financial Officer Chief Financial Officer 

Loblaw Companies Limited  Scotiabank  TicketMaster Canada LP      

AVP Financial Reporting & Accounting Director, Customer Care Operations  Corporate Manager, Credit Operations LoyaltyOne  Sears Canada Inc.  TJX Canada 

     Manager, Billing Marketing  Manager Financial Performance  VP Credit & Collections Manitoba Telecom Services  Servus Credit Union  TLS Fleet Management 

     AVP Treasury Operations  SVP, Business Analytics & Financial Services  Mgr., Customer Care, A/R Operations 

Manulife Financial  Shoppers Drug Mart  Toronto Hydro      

Chief Financial Officer  Manager, Marketing Operations  VP Finance & Administration Maple Lodge Farms Ltd.  Shoppers Drug Mart  Toronto Parking Authority 

    Vice President, Finance AVP Credit  Director of Finance Transcontinental Media Maxium Financial Services Inc.  Sick Kids Foundation 

    Collection Manager Director of Finance & Administration  Manager, Collections & Credit 

St. Joseph Media  Travelers Financial Corporation Mazda Canada Inc.     

VP Finance  Chief Financial & Administrative Officer Director of Finance Medtronic of Canada Ltd.  Staples Canada Inc.  VIA Rail Canada 

     AVP Branch Operations & Support  Director Operations  Credit & Accounts Receivable 

Meridian Credit Union  Sun Life Financial  Wesco Distribution Canada LP      

Director, Operations & Information Technology  Chief Financial Officer  Executive VP Finance & CFO Nike Canada Corp.  Sunwing Travel Group  Westjet Airlines Ltd. 

     Corporate Manager Finance Centre  Manager, NA Operations Internal Control  Director of Finance 

Nissan Canada Finance  TD Auto Finance  Workopolis.com      

Credit Administration Manager  Senior Manager, Collections  Director, Financial Operations Northstar Leasing Corporation  TD Canada Trust  WorkSafeBC 

     National Manager, Finance & Logistics Director, Administrative and Financial Services  Associate Vice President , Credit & Operations 

Yamaha Motor Canada Ltd. Nova Scotia Govt/Employees Union  TD Equipment Finance Canada Inc.     

PLUS…another 4,900 individuals just like these who source, evaluate, spec and purchase 

equipment and services for their organizations. 

 

Manager, Financial Systems  AVP Operations TD Waterhouse Canada OMERS 

  AVP, Credit & Administration  Dierctor, Financial Controls, Operations 

Pacific & Western Bank of Canada  The Globe And Mail     INDUSTRIES COVERED INCLUDE 

 Chief Financial Officer  Controller, Canadian Operations 

Retail Parmalat Canada Inc.  The Jean Coutu Group     eCommerce

Manager ‐ Billing  Director, Finance & Administration  Transportation Pitney Bowes Canada Ltd  The National Ballet of Canada 

Marketing     Utilities VP Corporate Accounting & Finance  Director, Credit Card Operations 

Technology Reimer World Corp.  The Shopping Channel 

Entertainment    Chief Financial Officer  Sr VP Finance & Information Technology  Travel Royal Canadian Mint  The Standard Life Assurance Co. of Canada 

Financial Services Public Administration

   Chief Financial Officer Director, Purchasing & Financial Services 

The TDL Group Ltd. Royal Ontario Museum 

And more.  

  Manager, Billing & Reporting Systems Chief  Financial Officer 

SAP Canada Inc.  The Toronto Star     

A SAMPLE OF ACTUAL READERS

www.financialoperations.ca (Call us for a more detailed sample of actual readers)

MAGAZINES FOR FINANCIAL EXECUTIVES & MARKETING PROFESSIONALS

PAYMENTS BUSINESS | CANADIAN TREASURER | DIRECT MARKETING FINANCIAL OPERATIONS | CONTACT MANAGEMENT

CANADIAN EQUIPMENT FINANCE

Steve Lloyd, President, Publisher & Editor in Chief x 225 Mark Henry, Publisher & Corporate Sales Manager, x 223 

Amy Bostock, Senior Editor, x 227 Brent White, Senior Advertising Representative, x 222 

Chantal Goudreau, Senior Advertising Representative, x 224 

Lloydmedia, Inc 302, 137 Main St N Markham, ON L3P 1Y2 905‐201‐6600 | 1‐800‐668‐1838 www.dmn.ca www.paymentsbusiness.ca www.canadiantreasurer.com www.contactmanagement.ca www.canadianequipmentfinance.com www.financialoperations.ca