2015 Annual Conference Agenda FEI Canada by Financial Executives International Canada (FEI Canada)

ANNUAL CONFERENCE

WINNIPEG 2015 RBC Convention Centre JUNE 10-12

E XPAND YO U R H O R I ZO N S

C O N F E R E N C E AG E N DA F o l l o w u s o n Tw i t t e r @FEICanada #FEICanada15

ANNUAL CONFERENCE

WINNIPEG 2015 RBC Convention Centre JUNE 10-12

E XPAND YO U R H O R I ZO N S

PRINTED BY

CO N F E R E N C E AG E N DA S P O N S O R E D BY

TABLE OF CONTENTS

PROS uSe eveRy tOOl at theiR diSPOSal

Welcome from 2015 Conference Chair Winnipeg 2015 Conference Committee

Conference Agenda Program at a glance RBC Convention Centre floor plan General information Golf tournament Social and networking events Guest program

04 05 10 12 14 16 18

Education Sessions Keynote sessions Concurrent sessions

20 20 31

Distinguished Service Award

Sponsors and Exhibitors Sponsors Exhibitors Exhibit Hall Plan and Exhibitor Listing

38 38 39 40

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NATIONAL STRATEGIC PARTNERS

WELCOME TO WINNIPEG 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. Thank you for participating in the conference!

2015 CONFERENCE COMMITTEE 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.

Bev Davies Chair, Winnipeg Conference Committee 02

Program Agenda

Tuesday, June 9 TIME

ACTIVIT Y

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

Delta Hotel,

delegates & guests

2nd floor

DIRECTORY

SKYWALK TO HOTEL

ATM

PAM AM ROOM

CONCURRENT/ BREAKFAST SESSION

SERVICE AISLE

MEETING ROOM

Rotunda Entrance

SOUTH CONCOURSE

EDMONTON STREET

EXHIBIT HALL

MEETING ROOM

CONCOURSE

CARLTON STREET

MEETING ROOM

CONCURRENT/ BREAKFAST SESSION

MEETING ROOM

STORAGE

SERVING AREA

STEP

PLENARY SESSION

PRESENTATION THEATRE

COATS

LT R YW A SK155 C

T LKREE AN ST

RBC CONVENTION CENTRE - WINNIPEG SECOND FLOOR

STORAGE

10 FREIGHT ELEVATOR

REGISTRATION/ INFORMATION DESK

Floor Plan RBC CONVENTION CENTRE YORK AVENUE

ST. MARY AVENUE

General Information

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

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

NAME BADGES Please 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 CREDITS The 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 EVENTS During 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). An Evening of Inspiration Gala Dinner Closing luncheon and keynote speaker

$200.00 (plus tax) per person

Guest Program Events

Enquire at registration desk

$100.00 (plus tax) per person

SPEAKERSâ&#x20AC;&#x2122; NOTES All speakersâ&#x20AC;&#x2122; 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.

Golf Tournament

Wednesday, June 10, 2015 6:15 am – 4:00 pm BRIDGES 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

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

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

Social & Networking Events

DISTINGUISHED SERVICE AWARD RECEPTION RBC Convention Centre, Exhibit Hall, Meeting Rooms 2FGH Thursday, 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 GALA Canadian Museum for Human Rights Thursday, June 10: 6:00 pm – 10:45 pm Sponsored by:

EARLY ARRIVAL RECEPTION Delta Hotel, 2nd Floor, Charleswood B Room Tuesday, 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 RECEPTION Delta Hotel, 2nd Floor, Charleswood A Room Wednesday, June 10: 5:00 pm – 6:00 pm

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. 5:45 pm – 6:00 pm

6:00 pm – 7:15 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 RECEPTION RBC Convention Centre, Exhibit Hall, Meeting Rooms 2FGH Thursday, 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.

Meet in Lobby of the Delta Hotel for bus transfer to the Museum 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 After Party at Prairie 360

11:00 pm - 1:00 am

CLOSING LUNCHEON AND KEYNOTE ADDRESS Delta Hotel, 2nd floor, Grand Ballroom 1:15 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.

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

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. WINNIPEG CITY SIGHTSEEING TOUR AND JOURNEY TO CHURCHILL Winnipeg, 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.

FORKS NATIONAL HISTORIC SITE AND WINNIPEG’S FRENCH QUARTER Winnipeg, 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. $79.00 [plus tax] if 20 participants or more $116.00 [plus tax] if 10 participants or less 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. $36.00 [plus tax] if 20 participants or more $56.00 [plus tax] if 10 participants or less

$109.00 [plus tax] if 20 participants or more $156.00 [plus tax] if 10 participants or less 18

Keynote Speakers Thursday, June 11, 2015

FINANCIAL LEVERAGE: HOW FINANCIAL LEADERS EXERT STRATEGIC INFLUENCE Thursday, June 11 9:10 am – 10:00 am

RBC Convention Centre, Presentation Theatre

Brian Ferguson President & Chief Executive Officer Cenovus Energy 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 Thursday, June 11 10:30 am – 11:45 am

RBC Convention Centre, Presentation Theatre

Alister Cowan, EVP & CFO Suncor Energy

Don Solman EVP & CFO Richardson International

Janice Fukakusa

Bruce Waterman

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

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

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.

MULTI-GENERATION WORKFORCES “LEADING, DEVELOPING AND ENGAGING MILLENNIALS” – ARE YOU PREPARED? Thursday, June 11 3:15 pm – 4:30 pm

RBC Convention Centre, Presentation Theatre John Wright

Stephen Liptrap Executive Vice President & General Manager, Morneau Shepell

President and Managing Director, Canadian Management Centre

Keynote Speakers Friday, June 12, 2015

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.

MIRACLE AT THE FORKS: HOW WE REACHED FOR THE STARS WITH THE CANADIAN MUSEUM FOR HUMAN RIGHTS Thursday, June 11 7:30 pm – 8:00 pm

Canadian Museum for Human Rights

Gail Asper President and Trustee, The Asper Foundation and board member of 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.

DOING BUSINESS WITH CANADIAN FIRST NATIONS Friday, June 12 9:00 am – 10:00 am

RBC Convention Centre, Presentation Theatre

Ian Anderson

NINE MINUTES ON MONDAY: THE SIMPLE WAY TO TURN YOUR MANAGERS INTO INSPRIRATIONAL LEADERS Friday, June 12 1:45 pm – 2:30 pm

Delta Hotel, 2nd Floor, Grand Ballroom

Joe Dion

President, Kinder Morgan Canada

Chairman & Chief Executive Officer, Frog Lake Energy Resources

Jean Paul Gladu

Scott Reeves

Chief Executive Officer, Canadian Council for Aboriginal Business

Partner, Tingle Merrett

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.

James Robbins Leadership Trainer and Motivational Speaker & Founder The Robbins Group

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.

ECONOMIC OUTLOOK FOR 2015 AND BEYOND Friday, June 12 10:45 am – 12:00 noon Dawn Desjardins

RBC Convention Centre, Presentation Theatre Todd Hirsch

Deputy Chief Economist, RBC Bank

Chief Economist, Alberta Treasury Branch

Dean Newman

Benjamin Tal

Managing Principal, Cresa

Deputy Chief Economist, CIBC World Markets National

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

Breakfast Seminars

MANAGING TREASURY OPERATIONS ACROSS THE U.S.CANADIAN BORDER Thursday, June 11 7:30 am – 8:40 am

RBC Convention Centre, Millennium Room

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

Thursday, June 11, 2015

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 Thursday, June 11 7:30 am – 8:40 am

RBC Convention Centre, Pan Am Room

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. 26

Breakfast Social Seminars Programs STRATEGIC WORKFORCE MANAGEMENT: THE CURRENT STATE IN CANADA, AND THE IMPLICATIONS Thursday, June 11 7:30 am – 8:40 am

RBC Convention Centre, Meeting Room 2E

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.

Friday, June 12, 2015

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

PRACTICAL TIPS ON ACHIEVING CAREER SUCCESS Friday, June 12 7:30 am – 8:40 am

RBC Convention Centre, Pan Am Room

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.

Concurrent Sessions Thursday, June 11, 2015

THE TECHONOLOGY FRONTIER FOR F&A Friday, June 12 7:30 am – 8:40 am

RBC Convention Centre, Meeting Room 2E

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?

CASH IS STILL KING IN DECISION MAKING Thursday, June 11 11:45 am – 1:00 pm

RBC Convention Centre, Pan Am Room John Forester

Brian Allard

Chief Financial Officer, DBG Canada

Partner, EY

Angela Lekatsas

Allan Orr

Vice President & Treasurer, Agrium

Vice President Finance, Wolters Kluwers

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 Thursday, June 11 11:45 am – 1:00 pm

RBC Convention Centre, Meeting Room 2E

Xerxes Cooper

Randall Craig

Chief Financial Officer, IBM Canada

Social Media Expert

Steve Levinson

Bill Ross

Managing Director of Security Consulting, Online Business Systems

Business Executive, Vercerta Inc.

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 Thursday, June 11 2:00 pm – 3:15 pm

RBC Convention Centre, Meeting Room 2E

James Barr Partner Risk KPMG

Kevin Klippenstein Chief Financial Officer, Parrish & Heimbecker

Steve Mallory

Robert Torok

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

Co-Founder and Partner, BetterVu

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

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.

CONTROLLERS’ ROUND TABLE: WHAT KEEPS CONTROLLERS UP AT NIGHT? Thursday, June 11 2:00 pm – 3:15 pm

RBC Convention Centre, Pan Am Room

Susan Campbell

Gord Dowhan

Vice President Finance, Cineplex

Vice President Corporate Financial Reporting, Great West Life

Janice Rath

Anthony Scilipoti

Partner, EY

Concurrent Sessions Friday, June 12, 2015

President, Veritas Investment Research Corporation

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.

COMMUNICATING THE PILLARS OF SUSTAINABILITY Friday, June 12 12:00 pm – 1:15 pm

RBC Convention Centre, Meeting Room 2E

Lisa Dorian

Rob Malli

Managing Director, North America, MDA Training

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

Sharon Mathers

Bill Murphy

Senior VP Communications and Public Affairs, CIBC

National Partner, Climate Change & Sustainability Services, KPMG

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 Friday, June 12 12:00 pm – 1:15 pm

RBC Convention Centre, Pan Am Room

Marilyn Barefoot President, Barefoot Brainstorming

Glenn Kerrick President & Chief Executive Officer, Alma CG

Andrew Miller President, ACM Consulting

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.

FEI CANADA FRANK S. CAPON DISTINGUISHED SERVICE AWARD

LOUIS O’BRIEN 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.

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!

CONFERENCE SPONSORSHIP

CONFERENCE EXHIBITORS

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Conference Sponsor

AN INITIATIVE WITHIN ECONOMIC DEVELOPMENT WINNIPEG INC.

EXHIBIT HALL FLOOR PLAN

WIN A $2,500 CASH PRIZE SPONSORED BY

™

• • •

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

• 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