A NNUAL WINNIPEG 2015 - FEI Canada · Winnipeg Chapter Bryan Albo, Vice President, Accounting &...

CO N F E R E N C E AG E N DA

WINNIPEG WINNIPEG RBC Convention CentreRBC Convention Centre

20152015JUNE 10-12JUNE 10-12

A N N U A L C O N F E R E N C EA N N U A L C O N F E R E N C E

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CONFERENCE AGENDA SPONSORED BY

WINNIPEG WINNIPEG RBC Convention CentreRBC Convention Centre

20152015JUNE 10-12JUNE 10-12

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TABLE OF CONTENTSWelcome from 2015 Conference Chair 02 Winnipeg 2015 Conference Committee 03 Conference Agenda 04 Program at a glance 05 RBC Convention Centre floor plan 10 General information 12 Golf tournament 14 Social and networking events 16 Guest program 18 Education Sessions 20 Keynote sessions 20 Concurrent sessions 31 Distinguished Service Award 37 Sponsors and Exhibitors 38 Sponsors 38 Exhibitors 39 Exhibit Hall Plan and Exhibitor Listing 40

NATIONAL STRATEGICPARTNERS

01

On behalf of the 2015 conference committee and the Winnipeg FEI Canada membership we are thrilled to welcome you to our city and hope you are able to experience some of our city’s ‘hidden gems’ over the course of the conference. Besides being the geographical center of our nation, Winnipeg is home to Canada’s first national museum outside of Ottawa, where we will gather for our Gala dinner. The Museum is located at the Forks Market at the junction of the Red and Assiniboine rivers and provides some beautiful walking paths and views along the rivers. Please take some time for a stroll along the river path or through the historic exchange district downtown and enjoy some of our famous sunshine and our long summer days!

We are proud to welcome our FEI Canada friends to Winnipeg and feel confident you will build some lasting memories throughout the course of the conference.

Our conference committee has been working hard to ensure we have a strong and relevant program combined with opportunities to network and interact with the other conference attendees.

Our conference session topics were designed to be both relevant and diverse providing you with important insights ranging from enhancing environmental reporting practices to promoting innovation within the Finance team to gaining more perspective on evolving economic issues. We have a wide range of speakers with varied backgrounds and experience to provide you with what we are sure will be a fulfilling conference.

Winnipeg is known for its friendly people and beautiful summers. The social and networking opportunities we have planned bring out the best of the city and our local chapter. We have hit record high conference participation rates for our Winnipeg chapter and our members are committed to making this the best conference experience ever!

We hope that you take this opportunity to ‘expand your horizons’ by building your professional network and increasing your knowledge of the issues that challenge us in our daily roles.

WELCOME TO WINNIPEG

Thank you for participating in the conference!

Bev DaviesChair, Winnipeg Conference Committee

02

2015 CONFERENCECOMMITTEE

We would like to introduce and thank the following FEI Canada members, industry leaders and staff who have participated in the 2015 FEI Canada conference planning. Their collective experience across diverse segments of our industry helps us deliver the very best event possible.

Bev Davies, 2015 National Conference Chair,Vice President Risk Management, Investors Group Inc., Winnipeg Chapter

Dwayne Henley, 2015 National Conference Vice Chair,Vice President Finance, Royal Canadian Securities Limited, Winnipeg Chapter

Bryan Albo, Vice President, Accounting & Finance, Reimer World Corp., Winnipeg Chapter

Lynne Black, Chief Financial Officer, Online Business Systems, Winnipeg Chapter

Brita Chell, Chief Financial Officer, Canadian Wheat Board, Winnipeg Chapter

John Cole, Chief Operating Officer, Palliser Furniture Holdings,

Winnipeg Chapter

Jeff Morton, Chief Financial Officer, Piston Ring Service, Winnipeg Chapter

Susan Nemec, President, A&F Nemec Recruitment, Winnipeg Chapter

Chris Podolsky, FEI Canada member, Calgary Chapter

Bob Rollwagen, Principal, Private Strategy Leadership Planning, Southern Golden Horseshoe Chapter

Bev Szaura, Corporate Controller, Canadian Wheat Board, Winnipeg Chapter

Cliff Truax, FEI Canada member, Toronto Chapter

We would also like to acknowledge all of the FEI Canada staff who have worked so hard to ensure our 2015 Annual Conference was a success. A special thank you to Michael Conway, Rita Plaskett, Andrea Cooney, Pat Todd, Laura Bobak, Sharon Bradshaw, Don Comish, Laura Pacheco

and Line Trudeau.

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Program Agenda

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Tuesday, June 9TIME ACTIVITY LOCATION

11:00 am – 8:00 pm Registration/information desk Delta Hotel,

2nd floor

1:00 pm – 5:00 pm National Chapter Leadership Meeting

Delta Hotel,

2nd floor,

Kildonan Room

5:00 pm – 5:30 pm Annual general meeting Delta Hotel,

2nd floor

Kildonan Room

6:00 pm – 8:00 pm Reception – early arrival

delegates & guests

sponsored by:

Delta Hotel,

2nd floor

Charleswood B

Room

Wednesday, June 10TIME ACTIVITY LOCATION

6:15 am - 4:00 pm Golf Tournament sponsored by:

Bridges Golf

Course,

Depart Delta

Hotel Lobby

8:00 am - 8:00 pm Registration/information desk

Convention

Centre

8:00 am – 9:30 am Early Arrival Breakfast Delta Hotel,

2nd floor

Charleswood A

Room

9:00 am – 4:00 pm GUEST PROGRAMWinnipeg City sightseeing tour, lunch and Journey to Churchill, Assiniboine Park

Depart Delta

Hotel Lobby

5:00 pm – 6:00 pm New Member Receptionsponsored by:

Delta Hotel,

2nd floor

Charleswood A

Room

6:00 pm – 8:00 pm OPENING WELCOME RECEPTION Exhibit Hall sponsored by:

Convention

Centre Meeting

Rooms 2FGH

05

Thursday, June 11TIME ACTIVITY LOCATION


Convention

Centre, 2nd

floor

7:30 am - 8:40 am BREAKFAST SEMINARS1. BMO Financial Group: Managing Treasury Operations Across the U.S. Canadian border2. IBM Canada: Capitalizing on transformational forces:cloud, analytics, mobility and social business to drive better business outcome

3. Kronos International: Strategic Workforce Management: The current state in Canada, and the implications

1. Convention

Centre

Millennium

Suite

2. Pan Am

Room

3. Meeting

Room 2E

7:30 am – 9:00 am Conference Breakfast for guests and delegates

Convention

Centre

Meeting

Rooms 2FGH

8:45 am - 9:10 am WELCOME AND OPENING REMARKSBev Davies, 2015 Conference ChairBrian Bowman, Mayor, City of WinnipegMichael Conway, FEI Canada, President & CEO

Convention

Centre

Presentation

Theatre

9:10 am - 10:00 am KEYNOTE ADDRESSFinancial leverage: How financial leaders exert strategic influenceBrian Ferguson, President & CEO, Cenovus Energy

Convention

Centre

Presentation

Theatre

10:00 am - 10:30 am Networking Break in Exhibit Hall sponsored by:

Convention

Centre-

Meeting

Rooms 2FGH

10:00 am - 3:00 pm GUEST PROGRAMThe Forks National Historic site, lunch at a French cafe and Winnipeg’s French Quarter

Depart Delta

Hotel Lobby

06

TIME ACTIVITY LOCATION

10:30 am - 11:45 am KEYNOTE ADDRESSCFO Leadership Beyond FinanceAlister Cowan, CFO, SuncorJanice Fukakusa, CFO, RBC & Canada’s 2014 CFO of the Year Award recipientDon Solman, CFO, Richardson InternationalBruce Waterman, CorporateDirector

Convention

Centre

Presentation

Theatre

11:45 am - 1:00 pm CONCURRENT SESSIONS1. Cash is “still” king in decision making 2. Great questions to ask about social media: setting policy and avoiding big mistakes

1. Convention

Centre

Pan Am Room

2. Meeting

Room 2E

1:00 pm - 2:00 pm Luncheon in Exhibit Hallsponsored by:

Convention

Centre Meeting

Rooms 2FGH

2:00 pm - 3:15 pm CONCURRENT SESSIONS1. Leading practices in implementing Enterprise Risk Management processes2. Controllers’ roundtable: What keeps controllers up at night?

1.Meeting

Room 2E

2. Pan Am

Room

3:15 pm - 4:30 pm KEYNOTE ADDRESSMulti-generational workforces “leading, developing and engaging millennials” – are you prepared?Stephen Liptrap Executive VP & General Manager, Morneau ShepellJohn Wright President & Managing Director, Canadian Management Centre

Convention

Centre

Presentation

Theatre

4:30 pm - 5:30 pm DISTINGUISHED SERVICE AWARD RECEPTION in Exhibit Hall sponsored by:

Convention

Centre

Meeting

Rooms 2FGH

5:45 pm - 6:00 pm Depart for gala evening Delta Hotel

Lobby

6:00 pm – 10:45 pm AN EVENING OF INSPIRATION: “Miracle at the Forks” Gala featuring an address by Gail Asper. sponsored by:

Canadian

Museum for

Human Rights

11:00 pm – 1:00 am After Party Prairie 360

07

Friday, June 12TIME ACTIVITY LOCATION


Convention

Centre

2nd floor

7:30 am - 8:40 am BREAKFAST SEMINARS1. Eagle Professional Resources: Practical tips on achieving career success

2. Xerox Canada: The technology frontier for FTA

1. Convention

Centre

Pan Am Room

2. Meeting

Room 2E

8:45 am - 9:00 am WELCOME REMARKSBev Davies, 2015 Conference Chair Michael Conway, FEI Canada President & CEO

Convention

Centre

Presentation

Theatre

9:00 am - 10:00 am KEYNOTE ADDRESSDoing business with the Aboriginal CommunityIan Anderson, Kinder Morgan CanadaJoe Dion, Frog Lake Energy ResourcesJean-Paul Gladu, Canadian Council for Aboriginal BusinessScott Reeves, Tingle Merrett

Convention

Centre

Presentation

Theatre

9:30 am – 11:30 am GUEST PROGRAMHermetic Code Tour of the Manitoba Legislative Building

Depart

Delta Hotel

Lobby

10:00 am - 10:15 am Exhibit Hall Prizes Convention

Centre

Presentation

Theatre

10:15 am - 10:45 am Networking Break in Exhibit Hall sponsored by:

Convention

Centre

Meeting

Rooms 2FGH

08

TIME ACTIVITY LOCATION

10:45 am -12:00 pm KEYNOTE ADDRESSEconomic Outlook for 2015 and beyondDean Newman, CresaDawn Desjardins, RBCTodd Hirsch, Alberta Treasury BranchBenjamin Tal, CIBC World Markets

Convention

Centre

Presentation

Theatre

12:00 pm -1:15 pm CONCURRENT SESSIONS1. Communicating the pillars of sustainability

2. The role of finance leaders in fostering innovation

1. Convention

Centre

Meeting Room

2E

2. Pan Am

Room

1:15 pm - 2:45 pm CLOSING LUNCHEON AND KEYNOTE ADDRESS sponsored by:

Nine minutes on Monday: the simple way to turn your managers into inspirational leadersJames Robbins, Speaker and Founder of The Robbins Group

Delta Hotel,

2nd floor

Grand

Ballroom

2:45 pm - 3:00 pm DOOR PRIZES AND CLOSE OF CONFERENCE

Delta Hotel,

2nd floor

Grand

Ballroom

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RBC CONVENTIONCENTRE

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GeneralInformation

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REGISTRATION/INFORMATION DESKThe conference registration/information desk is located on the second floor of the RBC Convention Centre Winnipeg.

NAME BADGESPlease be sure to wear your name badge at all times during the conference. You will need your badge to gain access to all sessions, the exhibit hall, all meal functions and social events. If you misplace your badge, please go to the conference registration desk to request a replacement.

CONTINUING EDUCATION CREDITSThe 2015 FEI Canada Conference qualifies for 12 CPD credits. FEI Canada members can access and download a copy of the CPD credit summary from the members only section of feicanada.org.

EXTRA TICKETS TO SOCIAL EVENTSDuring the conference additional tickets for the Thursday evening gala at the Museum for Human Rights and the closing luncheon are available for purchase at the registration desk (based on availability).

SPEAKERS’ NOTESAll speakers’ presentations and handouts will be posted on the Event Publications section of the FEI Canada website. The web page link will be sent to you after the conference by email. For copyright reasons some presentations will be not be available

on the website.

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Wednesday, June 10 8:00 am - 8:00 pm

Thursday, June 11 7:00 am - 5:00 pm

Friday, June 12 7:00 am - 4:00 pm

An Evening of Inspiration Gala Dinner

$200.00 (plus tax) per person

Closing luncheon and keynote speaker

$100.00 (plus tax) per person

Guest Program Events Enquire at registration desk

GolfTournament

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Wednesday, June 10, 20156:15 am – 4:00 pmBRIDGES GOLF COURSE

Sponsored by:

Bridges Golf Course is set in a majestic woodland background and presents both a traditional links style layout with a challenging tree-lined golfing experience. Bridges is known for its championship design, which allows each golfer to use every club in their bag. This championship immaculately conditioned treasure may be played from four different sets of tees allowing everyone to play at their own skill level while taking in the beauty of the property.

Format of Tournament: Play own ball

DRESS CODE• Golf shirts with collars• Golf slacks (denim or track pants are not acceptable)• Shorts must be Bermuda length (no short shorts)• Ladies may wear a sleeveless golf shirt as long as it has a collar• Skirts/skorts no greater than 4” above the knee• Proper golf shoes or running shoes• Any type of sock or sockette

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ITINERARY:

6:15 am Buses depart from Delta Hotel Lobby

6:45 am Registration and hot breakfast at golf course, practice range, Robert Half satellite pro shop

8:00 am Shotgun start (golfers should arrive 30 minutes prior to start)

1:30 pm BBQ lunch, reception, prizes

3:15 pm Buses depart from golf course back to Delta Hotel

Social & NetworkingEvents

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EARLY ARRIVAL RECEPTIONDelta Hotel, 2nd Floor, Charleswood B RoomTuesday, June 9: 6:00 pm – 8:00 pm

Welcome to Winnipeg, Manitoba, the centre of Canada, and the 2015 FEI Canada conference. Don’t miss your first chance to meet and greet your fellow FEI Canada members and conference attendees.

NEW MEMBER RECEPTIONDelta Hotel, 2nd Floor, Charleswood A RoomWednesday, June 10: 5:00 pm – 6:00 pm

Sponsored by:

This reception is held to welcome all new members attending their first FEI Canada conference. During the reception you will be provided with some tips and ideas that are sure to inspire you to take full advantage of all of the services that FEI Canada has to offer. You will have the opportunity to ask any questions that you may have and meet FEI Canada Board Members, Chapter Presidents, staff and fellow new members.

WELCOME RECEPTIONRBC Convention Centre, Exhibit Hall, Meeting Rooms 2FGHThursday, June 10: 6:00 pm – 8:00 pm

Sponsored by:

At our official conference opening get to know fellow delegates and check in on the latest technology, business solutions and trends as you visit the exhibitors. During the reception you will have the opportunity for business development and networking with exhibitors as you collect stamps, which are required to qualify for the exhibit hall passport draw for a cash prize of $2,500.

DISTINGUISHED SERVICE AWARD RECEPTIONRBC Convention Centre, Exhibit Hall, Meeting Rooms 2FGHThursday, June 10: 4:30 pm – 5:30 pm

Sponsored by:

Join your fellow members to toast our 2015 Frank C. Capon Distinguished Service Award winner, Louis O’Brien of the Toronto Chapter. Learn more about this award and Louis O’Brien on page 37.

AN EVENING OF INSPIRATION GALACanadian Museum for Human RightsThursday, June 10: 6:00 pm – 10:45 pm

Sponsored by:

The Canadian Museum for Human Rights is the first national museum in Canada’s history to be built outside the National Capital Region and solely dedicated to the evolution, celebration and future of human rights. It is a stunning new international architectural icon and showcases 10 core galleries that contain diverse stories, from Canada and around the world, relayed through interactive presentation, multimedia technology and world-class design.

The evening begins with a tour of the museum, then let your senses celebrate your surroundings.

CLOSING LUNCHEON AND KEYNOTE ADDRESSDelta Hotel, 2nd floor, Grand Ballroom1:15 pm – 3:00 pm

Sponsored by:

Nine minutes on Monday: the simple way to turn your managers into inspirational leaders. James Robbins, The Robbins Group

The luncheon will close with the announcement of the exhibit hall passport prize and the launch the 2016 Annual Conference in Montreal, Quebec.

5:45 pm – 6:00 pm Meet in Lobby of the Delta Hotel for bus transfer to the Museum

6:00 pm – 7:15 pm Tour of the Museum and reception

7:15 pm - 10:00 pm Dinner and entertainment

10:00 pm –10:45 pm Dessert and networking

10:45 pm Depart Museum for After Party or Delta Hotel

11:00 pm - 1:00 am After Party at Prairie 360

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GuestProgram

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In addition to breakfast each morning, the guest program fee also includes:

All other events are optional and priced separately. Additional tickets for social events may be purchased at the registration/information desk in the RBC Convention Centre Winnipeg and are based on availability.

Early Arrival Reception Tuesday, June 9: 5:00 pm – 6:00 pm

Welcome Reception Tuesday, June 9: 6:00 pm – 8:00 pm

An Evening of Inspiration Gala Thursday, June 11: 6:00 pm – 11:00 pm

Closing luncheon Friday, June 12: 1:15 pm – 3:00 pm

WINNIPEG CITY SIGHTSEEING TOUR AND JOURNEY TO CHURCHILLWinnipeg, June 10: 9:00 am – 4:00 pm

Your tour begins at the Forks National Historic site “Winnipeg’s meeting place” to experience the unique indoor market shops and outdoor sites, then on to the Exchange District with its exceptional collection of terra cotta and cut stone architecture. Its cobblestone streets and friendly pedestrian environment is home to an array of restaurants, nightclubs, art galleries and Winnipeg’s theatre district.

Your next stop is the Legislative Building, the beautiful homes on Wellington Crescent, then a stop for lunch at Fusion Grill where you will hear the incredible story of Winnipeg’s World War II spy called Intrepid. Your tour will end at the beautiful Assiniboine Park where you will walk through the unique Leo Mol Sculpture Garden then on to the Journey to Churchill where you will see black bears, grey wolves and the Gateway to the Arctic, the home to polar bears and seals viewed from inside a 10ft acrylic tunnel.

Tour includes transportation, tour guide, lunch, Journey to Churchill exhibit and the Assiniboine Park.

$109.00 [plus tax] if 20 participants or more$156.00 [plus tax] if 10 participants or less

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FORKS NATIONAL HISTORIC SITE AND WINNIPEG’S FRENCH QUARTERWinnipeg, June 11: 10:00 am – 3:00 pm

Tour commences with a walking tour of the Forks National Historic Site with time to shop at the unique indoor market and cafes before crossing the Red River to St. Boniface, Winnipeg’s French Quarter to enjoy a wonderful lunch in a French café.

Following lunch you will tour the beautiful St. Boniface Cathedral, the oldest church in Western Canada. The original cathedral, built in 1908, was destroyed by fire in 1968. The remaining walls were incorporated in the design of the new church. The cathedral’s cemetery features the grave of Louis Riel, the famous Métis leader and founder of Manitoba. Then on to the oldest building in Winnipeg and the largest oak log structure in North America, the St. Boniface Museum which depicts the lives of the French and Métis people and was the former Grey Nuns’ convent.

Tour includes transportation, tour guide, lunch, tour of the French Quarter and admission to the St. Boniface Museum.


HERMETIC CODE TOUR Friday, June 12: 9:30 am – 11:30 am

You will take a short walk to the Manitoba Legislative Building for a morning of decoding the famous symbols and architecture that make the building truly unique. Your guide will uncover trails of occult clues concealed in the building’s architecture including hidden hieroglyphic inscriptions, numerological codes and Freemasonic symbols so intelligently masked it has escaped historians and visitors for nearly a hundred years. You will learn that the building is a library of coded messages and secret techniques inscribed in a Masonic language.

Tour includes guide from Delta Hotel to Manitoba Legislative Building and back to hotel, guide and 1 hour tour of the legislative building.


KeynoteSpeakersThursday, June 11, 2015

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FINANCIAL LEVERAGE: HOW FINANCIAL LEADERS EXERT STRATEGIC INFLUENCE

Brian will discuss how the finance role has evolved into a strategic leadership role. He’ll also talk about his career progression from a finance leader and CFO to head of a multi-billion dollar oil company – and why innovation, continuous improvement and responsible energy development at Cenovus are always at the top of his to-do list.

CFO LEADERSHIP BEYOND FINANCE

Being CFO today is a complex job, which while exciting, can also sometimes seem almost overwhelming. Everyone has higher expectations of this key C-level executive – from their CEO to their Board, their investors, their regulators, their employees and other interested stakeholders. Four experienced senior financial executives will discuss the top issues confronting today’s Chief Financial Officers, including the latest developments in governance, the hottest issues in strategy and risk management, and how today’s forces and trends are continuing to shape the role of the CFO’s office.

Brian Ferguson

President & Chief Executive OfficerCenovus Energy

Thursday, June 119:10 am – 10:00 am

RBC Convention Centre, Presentation Theatre



Alister Cowan,

EVP & CFO SuncorEnergy

Janice Fukakusa

Chief Administrative Officer & CFO, RBC & Canada’s CFO™ of the Year Award recipient for 2014

Don Solman

EVP & CFO Richardson International

BruceWaterman

Corporate Director & Selection Committee Chair, Canada’s CFO of the Year™ award (and 2008 recipent)

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Thursday, June 113:15 pm – 4:30 pm


MIRACLE AT THE FORKS: HOW WE REACHED FOR THE STARS WITH THE CANADIAN MUSEUM FOR HUMAN RIGHTS

Gail will recount the highlights of the 14-year odyssey of making her father, Israel Asper’s dream of the Canadian Museum for Human Rights, a reality, including building a team of “true believers”, overcoming the financial and political challenges, the development of the unique content, the international architectural competition and the quest to never compromise on quality.


Canadian Museum for Human Rights

Gail Asper

President and Trustee, The Asper Foundation and board member of the Canadian Museum for Human Rights

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MULTI-GENERATION WORKFORCES “LEADING, DEVELOPING AND ENGAGING MILLENNIALS” – ARE YOU PREPARED?

As a leader of your organization, are you prepared to deal with the new challenges and characteristics of the Millennial workforce? Workplace dynamics are changing. ‘Millennials’ were born between 1981 - 1995, and are the growth segment within Canadian companies and organizations. They currently represent 29% of Canada’s workforce, and will be 46% of the North American workforce by 2020 and 75% of the global workforce by 2025. The eldest of the Millennial generation have been in the workforce for 10+ years and many are moving up the ranks quickly. They will be your key leaders and the drivers of your ‘organization of the future’. In this session, you will have the opportunity and hear from, and pose questions to, some of the leading experts on this topic. They will provide you with interesting facts and figures already discovered about this unique workforce, discuss how Millennials think, what they want and what organizations should be thinking about to set these future leaders, and their future organizations, up for success.

Stephen Liptrap

Executive Vice President & General Manager, Morneau Shepell

John Wright

President and Managing Director, Canadian Management Centre

KeynoteSpeakersFriday, June 12, 2015

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DOING BUSINESS WITH CANADIAN FIRST NATIONS

As the 21st Century progresses, Canadian First Nations are becoming a more and more significant participant in Domestic and International business. Whether in real estate, hospitality, resources or industry, corporations without sophistication in negotiating with First Nations are at a significant competitive disadvantage in achieving their business goals. Through sharing insights and experience from all sides of these negotiations, our panelists seek to educate the audience as to the issues, sensitivities and approaches which can lead to effective win-win outcomes with First Nations interests, including labour, social, cultural and economic factors.

ECONOMIC OUTLOOK FOR 2015 AND BEYOND

Friday, June 129:00 am – 10:00 am


Friday, June 1210:45 am – 12:00 noon


IanAnderson

President, Kinder Morgan Canada

Joe Dion

Chairman & Chief ExecutiveOfficer, Frog Lake Energy Resources

Scott Reeves

Partner, Tingle Merrett

Jean PaulGladu

Chief ExecutiveOfficer, CanadianCouncil forAboriginal Business

Todd Hirsch

Chief Economist, Alberta Treasury Branch

Dawn Desjardins

Deputy Chief Economist, RBC Bank

DeanNewman

Managing Principal,Cresa

Benjamin Tal

Deputy Chief Economist, CIBC World MarketsNational

Three of Canada’s leading economists will address a range of matters pertinent to Canadian business leaders. The 2008 global recession played havoc with economies around the world, and now even Finance Ministers pause to contemplate how the recent significant decline in the price of oil will impact us. What kind of economy can business, individuals and government expect in 2015? What are the global trends that will impact Canada in the years ahead?24

Friday, June 121:45 pm – 2:30 pm

Delta Hotel, 2nd Floor, Grand Ballroom

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James Robbins

Leadership Trainer and Motivational Speaker & Founder The Robbins Group

NINE MINUTES ON MONDAY: THE SIMPLE WAY TO TURN YOUR MANAGERS INTO INSPRIRATIONAL LEADERS

The number one reason why managers fail to increase productivity, and get the best out of their people is they neglect to keep their leadership priorities in front of them. In today’s environment it’s easy to become task focused, leaving work teams that are over-managed, under-led, and operating below their true potential. Nine Minutes on Monday combines scientific engagement drivers and principles of human motivation into a simple system of execution. No matter how busy you are, Nine Minutes on Monday will ensure your staff is motivated, inspired, and equipped to bring their best to work each day.

BreakfastSeminarsThursday, June 11, 2015

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MANAGING TREASURY OPERATIONS ACROSS THE U.S.-CANADIAN BORDER

Hamish Forrest, Director & Sales Team Leader, Treasury & Payments Solutions, BMO

Few trading relationships are more significant than the partnership between the U.S. and Canada. As businesses continue to expand into both countries, they must be prepared to manage the myriad of unique differences of each country’s complex financial environment. This includes financial services and processes, as well as legislation, governing bodies, fraud protection, and customer preferences.

This session will guide attendees through the challenges of cross-border banking, and will offer best practices for managing cash flow and optimizing information reporting.

CAPITALIZING ON TRANSFORMATIONAL FORCES: CLOUD, ANALYTICS, MOBILITY AND SOCIAL BUSINESS TO DRIVE BETTER BUSINESS OUTCOME

Xavier Osorio, Performance Management, Regional Technical Manager for Canada and the Carribbean

Technology continues to accelerate at a tremendous pace, and the intersection of cloud and analytics offers new opportunities for organizations to connect with their customers. Analytics in the cloud offers organizations the opportunity to impact their business as never before.

In this session we will review the latest metrics and trends that drive success for finance teams and practitioners, review the impact of cloud and how it transforms accessibility, usability and scale to accommodate core financial processes and review how cloud drives better technology adoption and provides a platform for delivering transformative technologies.

In this session you will learn to understand the impact of cloud solutions on financial planning, forecasting and analysis, see the influence of social collaboration in streamlining communication and participation, learn how to leverage mobility to drive greater participation, understand the impact of utilizing predictive insight for data visualization and analysis and discover how cloud solutions eliminate architectural and IT infrastructure constraints.


RBC Convention Centre, Millennium Room


RBC Convention Centre, Pan Am Room

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SocialPrograms


RBC Convention Centre, Meeting Room 2E

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STRATEGIC WORKFORCE MANAGEMENT: THE CURRENT STATE IN CANADA, AND THE IMPLICATIONS

Romain Charbonneau, President, HR Horizons

In a recent study of Canadian trends in workforce management, conducted jointly by Kronos and HR Horizons, respondents from Finance, HR and Operations across Canada described their workforce challenges and current investments in process and technology. The findings paint an interesting picture of the role that strategic, in-depth workforce management plays in delivering value to the organization.

This session will review the survey findings including:

• The opportunities for quantifiable gains in productivity, risk mitigation, and both operational and financial decision-making intelligence• The current maturity levels of Canadian organizations and how we compare to organizations globally, with respect to the return on workforce management technology• The interdependencies between functional roles and what that means to future business success

BreakfastSeminarsFriday, June 12, 2015

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PRACTICAL TIPS ON ACHIEVING CAREER SUCCESS

Kevin Dee, Co-Founder & Chief Executive Officer, Eagle Professional Resources

Most companies provide excellent training on the core skills required of their people. This presentation will provide the audience with a set of tools they can take away with them, to assist in providing guidance to their staff on the very important “soft skills” required for success in their career. There are 5 key areas of focus: Attitude; Personal Branding; Networking; Lifelong Learning and Time Management.

THE TECHONOLOGY FRONTIER FOR F&A

John M. Gentry, President, Finance, Accounting & Payment Services Capability, Xerox

Technologies such as social media platforms, business analytics software, cloud computing and process automation software are being used within BPO to enable them to lower costs and be more effective. Businesses are striving to modernize processes in response to a continued pressure to reduce cost and be more efficient. How is the use of technology influencing and perhaps even transforming how enterprise work will be conducted over the coming years?





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ConcurrentSessionsThursday, June 11, 2015

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CASH IS STILL KING IN DECISION MAKING

Leveraging cash flow forecasting for strategic decision making and financial risk mitigation is critical to business decisions. Visibility and predictability of cash flows continues to be a top priority for Treasurers and CFOs.1) Cash Forecasting … Who are the stakeholders?Understanding the cash flows unique to your organization combined with sensitivity to volatility factors is critical to business decisions.Who are the stakeholders in the cash forecast and how does the cash forecast impact the strategic planning process? What external risk factors need to be considered? 2) What financing tools can be used to de-risk cash flow volatility and manage balance sheet exposure? How can you de-risk volatility and or unpredictability in your cash flows? How can you de-risk balance sheet strategies? How do you prepare your business for flexibility and nimbleness to respond to cash

flow volatility?

GREAT QUESTIONS TO ASK ABOUT SOCIAL MEDIA: SETTING POLICY AND AVOIDING BIG MISTAKES

The objective of this session is to educate CFOs on the emerging trends in social media, the questions they should ask to manage risk and enable CFOs to contribute to the development of a social media strategy.

The panelists will be asked to share their experiences on implementing social media strategies and give examples of models that are working well.

Culture will be examined from the standpoint of ensuring that the organization lives up to what is shown on social media sites. HR involvement will be discussed and the extent to which this should interact with external marketing consultants.

Thursday, June 1111:45 am – 1:00 pm


Thursday, June 1111:45 am – 1:00 pm


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Brian Allard

Partner, EY

Xerxes Cooper Chief Financial Officer, IBM Canada

Randall Craig

Social Media Expert

Steve Levinson

Managing Director of Security Consulting, Online Business Systems

Bill Ross

Business Executive, Vercerta Inc.

Angela Lekatsas

Vice President & Treasurer, Agrium

Allan Orr

Vice President Finance, Wolters Kluwers

John Forester

Chief Financial Officer, DBG Canada

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The CFO will be particularly interested in managing risk: how data can be preserved within the organization, cyber infiltrations, confidentiality and communication to the market.

CFOs will gain knowledge on how to formulate a comprehensive social media policy that matches the strategic goals of the organization, its culture and requirements from customers and investors.

LEADING PRACTICES IN IMPLEMENTING ENTERPRISE RISK MANAGEMENT PROCESSES

Panel discussion of leading companies who have implemented enterprise risk management programs. Hear about the practical lessons these companies learned from their initiatives, from board and management perspectives of different sized organizations, and how these organizations are driving value through improved risk management practices. Topics will include:

• Risk management program goals and objectives• Approach to implementation• Implementation challenges• Organizational structures for risk management • Use of risk appetite and tolerances• Capturing and reporting risk information



James Barr

Partner Risk KPMG

Steve Mallory

Chair Governance, Risk & Strategy on Board of VIA Rail Canada

Robert Torok

Co-Founder and Partner, BetterVu

Kevin Klippenstein

Chief Financial Officer, Parrish & Heimbecker

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CONTROLLERS’ ROUND TABLE: WHAT KEEPS CONTROLLERS UP AT NIGHT?

As a controller, the everyday demands on your time and energy are endless. By the end of the day, do you sometimes find yourself lying awake at night thinking about the best ways to tackle the challenges that you are facing? Implementing new standards, meeting the needs of the users of your financial statements and dealing with the pressure on your relationship with your auditor under new auditor reporting standards is enough to keep any controller awake at night. During this session you will have the opportunity to hear the views of a financial statement user, a supporter of the new audit report, an auditor, and a controller who is on the hot seat like you, on all of these topics and more! By the end of this discussion, which is sure to be lively, sweet dreams will be on your horizon.



Susan Campbell

Vice President Finance, Cineplex

Janice Rath

Partner, EY

Anthony Scilipoti

President, Veritas Investment Research Corporation

Gord Dowhan

Vice President Corporate Financial Reporting, Great West Life

ConcurrentSessionsFriday, June 12, 2015

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COMMUNICATING THE PILLARS OF SUSTAINABILITY

This session focuses on best practices in communicating your company’s impact through an integrated reporting approach. Sustainability goes far beyond financial reporting. Panel members will address the following questions: Why should your organization care about sustainability? Why is it important and does it drive results? What really matters to investors, rating agencies and other stakeholders? Experts in communication and sustainability will guide a discussion which will explore ways in which you can ‘do the right thing,’ report on what matters, and still deliver value to your stakeholders.

THE ROLE OF FINANCE LEADERS IN FOSTERING INNOVATION

As a senior finance executive, do you understand your role in helping to foster the proper environment so that innovation can thrive? This high energy, interactive session will focus on the role of the finance executive in fostering an innovative environment.

Attendees of this session will learn new strategies for:

• Generating big, innovative ideas using simple, creative tools.• Managing innovation to ensure the best ideas come to the surface.• Increasing the adoption and impact of new ideas.• Contributing to an environment where more ideas are created, accepted, implemented, and integrated into your organization. Attendees will walk away with practical strategies they can apply immediately!





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Lisa Dorian

Managing Director, North America, MDA Training

Marilyn Barefoot

President, Barefoot Brainstorming

Andrew Miller

President, ACM Consulting

Glenn Kerrick

President & Chief Executive Officer, Alma CG

Sharon Mathers

Senior VP Communications and Public Affairs, CIBC

Bill Murphy

National Partner, Climate Change & Sustainability Services, KPMG

Rob Malli

Chief Financial Officer & Vice President Corporate Services, Edmonton Regional Airports Authority

FEI Canada is pleased to honour LOUIS O’BRIEN as the recipient of the 2015 Frank S. Capon Distinguished Service Award. This award honours Frank S. Capon who was an outstanding FEI Canada member for 57 years, and was credited with bringing FEI to Canada in 1948. Join your fellow members and toast Louis on Thursday, June 11 at 4:30 pm in the Exhibit Hall (Meeting Rooms 2FGH).

Louis O’Brien is a very active FEI Canada member, taking on numerous leadership roles over the years. A member since 1986, Louis has been President of the Ottawa Chapter, Director, Member Operations Committee of the Board of Directors, Treasurer, Vice President, Chair Chapter Presidents’ Council, Trustee CFERF, Vice-Chair and Chair of FEI Canada, as well as Chair of the 2011 Ottawa Conference Committee.

During his time as Chair, FEI Canada reached new heights in membership, profile, professional development and information services. Louis presided over a year of change at FEI Canada and the organization truly benefited from his leadership and direction.

Under Louis’ leadership, FEI Canada expanded its National breakfast Seminar Series, thereby enhancing members access to current and topical information. Louis’ tenure also saw growth in the Canadian Financial Executives Research Foundation (CFERF), which is contributing to the realm of Canadian research.

Louis models an optimistic “can-do” attitude, which helps inspire others. Rather than view obstacles as insurmountable, he focuses his energy on how to overcome them. He is not afraid to try new ideas, and he encourages and cajoles others to help achieve the objectives.

Louis truly believes in the value of FEI Canada for individual finance professionals, for companies, and for the country as a whole. He demonstrates that belief in a consistent high level of involvement and encouragement in all aspects of FEI Canada locally and nationally.

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FEI CANADA FRANK S. CAPONDISTINGUISHED SERVICE AWARD

LOUIS O’BRIEN

Platinum

Gold

Silver

Conference Sponsor

™

CONFERENCE SPONSORSHIP

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CONFERENCE EXHIBITORS

AN INITIATIVE WITHIN ECONOMIC DEVELOPMENT WINNIPEG INC.

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• To enter the draw, you must be an FEI Canada member and collect at least 25 stamps from our sponsors or exhibitors• Completed passports must be entered in the drum located at the registration desk, before the end of the networking break on Friday (10:45 am)• The draw will be held during the closing luncheon

EXHIBIT HALLFLOOR PLAN

SPONSORED BY

WIN A$2,500CASHPRIZE

• Included in the name badges of all FEI Canada members is a passport for the exhibit hall• As you visit the sponsors and exhibitors in the exhibit hall, remember to have your passport stamped so that you may enter the draw for a CASH PRIZE OF $2,500• Delegates are encouraged to visit all of the booths and complete the passport in order to enter the draw™40

A NNUAL WINNIPEG 2015 - FEI Canada · Winnipeg Chapter Bryan Albo, Vice President, Accounting &...

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