Conference Program and Presentations

Please click on the speaker name(s) to view the Workshop and Information Session presentations.

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Monday, October 2, 2017

    3:00 pm - 8:00 pm     Registration
East Convention Level Lobby

Sponsored by:

 

 
5:00 - 6:00 pm First Time Delegate Reception
East Meeting Room 17, Meeting Level

6:00 pm - 9:00 pm
Opening Reception with Exhibitors and Silent Auction
Exhibition Hall B

Sponsored by:   

 
   
Remarks: Bruce Picton, President and Chief Executive Officer, Crowe Mackay LLP

Entertainment: The Le La La Dancers
Cultural Storytelling: 
Richard Hurst, Relationship Manager, Indigenous Strategies, Indigenous Accountants Australia, Australia

 

Tuesday, October 3, 2017

    7:00 am - 7:30 am
Sunrise Ceremony
East Meeting Room 20

 
7:30 am - 4:00 pm
Registration
East Convention Level Lobby

Sponsored by:


 
7:30 am - 8:30 am
Networking Continental Breakfast / Visit the Exhibitors and the Xerox Technology Café
East Exhibition Hall B

 
8:30 am - 9:00 am
Prayer / Welcome / Greetings / Opening Plenary          
East Exhibition Hall A
 
 
 

Welcome:

  • Chris Sicotte, Chair of the Board, AFOA Canada
  • Terry Goodtrack, MPA, B Admin, CPA, CGA, CAFM, CAPA, C. Dir, President and CEO, AFOA Canada

​​   

 
 

 Welcome by Conference Co-Chairs:

  • Miriam Jorgensen,  M.P.P., Ph.D., Research Scientist, Udall Center, Research Director, Native Nations Institute, Udall Center for Studies in Public Policy, The University of Arizona 
  • Harold Tarbell, Facilitator, Tarbell Facilitation Network

​​    

 
  Remarks by Lead Sponsor: Harold G. Calla, FCGA, CAFM, Executive Chair, First Nations Financial Management Board




9:00 am - 10:30 am
Opening Plenary - Community Governance:  Peeling the Governance Onion
East Exhibition Hall A
A community’s policies, practices and decision making should be aligned with a community’s governance practices. How does community governance differ from corporate governance or other types of institutions? How does traditional governance play a part in the manner in which a community governs itself? Do the different models of decision making affect the legitimacy of a community’s governing body? How have other countries dealt with governance structures to better achieve their economic and social goals?
Part 1 - Keynote Address
Keynote: Former National Chief Ovide Mercredi



Part 2 - Panel Discussion
Panelists: Michell Hicks,  CPA, President, Chief Strategy Group Inc., USA
Rod Little,  Co-Chair, National Congress of Australia's First Peoples, Australia
Christian Lugnan, Regional Manager, Coffs Harbour, Office of the Registrar of Indigenous Corporations and Advisory committee member, Indigenous Accountants Australia, Australia
Former National Chief Ovide Mercredi
Elder and Chief Phil Tane, Nga Kaitatau Maori o Aotearoa, New Zealand

            

 

 
10:30 am - 11:00 am Refreshment Break / Visit the Exhibitors and the Xerox Technology Café
Exhibition Hall B

 
11:00 am - 12:15 pm Concurrent Workshops and Information Sessions
Workshop A
Financial Management - What are PSAB and IFRS© Standards? – Why are These Accounting Standards Important to Understand?
East Ballroom A
The Indigenous community is a very important stakeholder of the Public Sector Accounting Board (PSAB) and the Accounting Standards Board (AcSB) of Canada.  The presentation will highlight:
key PSAB strategies and projects under development.
the use of International Financial Reporting Standards (IFRS) around the world including by Indigenous organizations.
The presentation will also provide insights into upcoming public sector accounting standards and IFRS Standards as well as further develop relationships with and understandings between PSAB, the AcSB and the Indigenous financial community.
Speakers: Linda Mezon, FCPA, FCA, CPA (MI), Chair, Canadian Accounting Standards Board
Michael Puskaric, Director, Public Sector Accounting Standards, PSAB


Workshop B
Leadership - Indigenous Demographic Dividends and International Trends
East Ballroom B
Dr. Simona Bignami will present on a window of opportunity for rapid economic growth called the demographic dividend. Although fertility rates among Indigenous Peoples in Canada are still higher than those of non-Indigenous Peoples, they have been steadily declining over time. This session will explore how to take advantage of the benefits associated with declining fertility rates among First Nations peoples. They will compare the changing demographics of First Nations with those of the Maori in New Zealand, of Indigenous Australians and of Native Americans in the US. The demographic dividend consists of three mechanisms: increase labour supply, increase savings and human capital/healthier women. 
Dr. Harry Patrinos will provide a cross-country assessment of poverty and socio-economic outcomes for Indigenous Peoples worldwide. He will explore the evidence from across the developing world which supports the hypothesis that poverty and deprivation is more severe among Indigenous Peoples; but more importantly, whether poverty and other trends over time indicate a similar disconnect between Indigenous Peoples and the overall economy in the countries where they live. He will focus on one of the principal theories that try to explain why higher rates of poverty may result among Indigenous Peoples: Human Capital. The presentation covers poverty levels and trends for Indigenous Peoples’ vis-à-vis national averages and analyzes differences in human capital assets.
Speakers: Simona Bignami, PhD, Associate Professor, University of Montreal
Harry Patrinos, PhD, Practice Manager, World Bank Group, USA

Workshop C
Business Development and Trade - Negotiating Multimillion Dollar Business Deals
East Ballroom C
Based on frontline experience working for Canadian First Nations who have negotiated complex deals with Industry. Andrew Leach will outline the key steps to negotiating successful business deals. He will cite case examples and provide insights into the opportunities and potential pitfalls in and around the negotiating table.
Speaker:  Andrew Leach, MBA, Chief Administrative Officer, Tsleil-Waututh Nation

  
Workshop D
Community Administration - Sustainable Environmental Planning
Meeting Room 1
The Collaborative Environmental Planning Initiative (CEPI) was the result of four levels of government signing the Bras d’Or Charter which envisions a healthy and productive Bras d’Or Lakes watershed ecosystem.  Learn how CEPI has led a very unique collaboration of government officials, community leaders, researchers and volunteers in fostering the health of the Lakes. Six economic sectors are part of the plan which included agriculture, fisheries and aquaculture, forestry, mining, energy and tourism. A key question is “how can sustainable development within the Bras d’Or Lakes encourage people to stay or return?”  Other areas to be discussed include sustainable development, practices and economy. The initiative examines the potential of the Bras d’Or Lakes watershed to contribute to sustainable economies through the remainder of the 21st century.
Speakers: Annie Johnson, Director of Administration, Unama'ki Institute of Natural Resources
Billy Taylor, Finance Officer, Unama'ki Institute of Natural Resources



Workshop E
Healthy Workplace/Human Resources - Innovative Land-Based Teaching and Mentoring for Indigenous Youth
Meeting Room 2
The Australian Indigenous Education Company specialises in teaching Indigenous youth predominantly through outdoor camps. Indigicate Pty Ltd uses Indigenous knowledge systems to teach young people about culture and history through school incursions and journey-based camp experiences. Powerful teaching methods include the Indigenous process of whole body listening and sound mapping which encourages participants to listen, feel, smell and sense the environment. The presentation will highlight several case studies and success stories including the Winda-Mara Co-op, the Department of Sport and Recreation, and the Department of Health and Human Services and Deakin University. 
In Canada the National Mentorship Program for Indigenous Youth that is helping to foster a new generation of university-educated Aboriginal business professionals. In the program, youth in grades 10-12 receive mentoring from Indigenous business professionals and learn about business through unique programming and activities. Participation in the In.Business program prepares students to be more engaged citizens in their communities and the economy. It increases their understanding of organizational structures, business environments, partnerships and economic development. The result of the program is more efficient organizational structures, more creative approaches to business challenges, stronger and more varied funding proposals, and the development of more sustainable community economic development models. Students who participate in the In.Business students are better prepared to start their post-secondary education and are more aware of the job prospects that await them upon completion of their studies. Moreover, In.Business assists students in overcoming many of the social barriers to that may prevent them from pursuing post-secondary education.
Speakers: Shawn Andrews, Managing Director and Founder, Indigicate Pty Ltd, Australia
Koren Bear, Pacific Regional Manager, In.Business: A National Mentorship Program for Indigenous Youth, Cape Breton University
Kyle Sangret, Barrer-Sangret, Principal; In.Business Mentor



Information Session 1
Session repeated Wednesday afternoon
First Nations Wealth Management Through Good Governance
East Meeting Room 8
Changes of historic proportions are taking place in aboriginal communities across Canada with the creation of Trusts resulting from Specific Claims Settlements, Economic Development, Impact Benefit Agreements and other resource sharing opportunities. From our existing relationships across Canada, we know that the resulting income and capital generated from within these Trusts have the potential to transform a community into an economically self-sustaining and self-governing entity, but only when managed effectively.  This session will provide real life situations when wealth management was placed in the wrong hands and the benefits of good governance practice when it applies to wealth creation.
Moderator: Jeff Frketich, FCPA, FCGA, CFA, AVP – Trust Services, Peace Hills Trust
Speakers: Ken Blair, Managing Partner, Chemawawin Cree Nation
Georgina Villeneuve
, MBA, MTI, Vice President – Trust Services, Peace Hills Trust


Information Session 2
Education - The Delivery of First Nations Health Services in Canada
East Meeting Room 11
Join the First Nations Health Managers Association (FNHMA) to hear about First Nations health service delivery in Canada. At this session, you will learn about the different landscapes of how First Nations in Canada are delivering their services, the history of health service delivery and about the organization in Canada who is contributing to certification and professional development of health service delivery. 
The FNHMA celebrates and shares inherent knowledge while balancing management principles in First Nations health service delivery.
Speakers: Marion Crowe, CAFM, CFNHM, Executive Director, First Nations Health Managers Association
Patricia Thomson, CFNHM, Executive Director, Cowessess First Nation and President, First Nations Health Managers Association Board of Directors

   

 
12:30 pm - 2:30 pm 
Luncheon and Presentation of the 12th PotashCorp Aboriginal Youth Financial Management Awards
A Focus on our Aboriginal Youth
East Exhibition Hall A
There is a great demand in our communities for financial professionals. However, very few of our young people are pursuing an education in financial management after high school, and many communities have considerable difficulty attracting and keeping financial management staff.  AFOA Canada launched the Aboriginal Youth Financial Management Conference Awards to address this issue. 
Presenter: Lisa Mooney, Senior Aboriginal Relations Specialist, PotashCorp
Youth Award Recipients: Amelia Boissoneau, Grade 12, Blaine Lake Composite, SK
Brianna Francis, Grade 12, North Nova Education Centre, NS
Robert Monague, Grade 12, St. Mary's High School, ON

Sponsored by: 



 
2:45 pm - 4:15 pm
Concurrent Workshops and Information Sessions
 
Workshop F
Financial Management- The High Cost of Per Capita Distributions
East Ballroom B
Per Capita Distributions (PCDs) have become common on both sides of the border, whether funded as a one-time payment from a significant settlement or as annual distributions from ongoing Own Source Revenue. This panel will look at some of the research conducted in the U.S. and suggest ways to approach the decision from a strategic perspective. There are many innovative practices being developed regarding the structuring of PCDs. These use a strategic approach. Some are tying the amount of annual PCDs to the profitability of the Tribal enterprises.
Others are imposing financial literacy conditions and/or deferring payments until minors have reached maturity in adulthood.
Speakers: Kelly Rodgers, CFA, President, Rodgers Investment Consulting
Leilani Wilson Walkush, Senior Consultant, Breakwater Investment Group, LLC, USA


Workshop G
Leadership - Indigenous Sustainable Economic Development  and Community Governance – How to Connect Strategy to Economic and Social Outcomes
East Ballroom C
Ngā Kaitatau Māori o Aotearoa (NKMoA) is executive committee from their Accounting Collaboration Partnership (ACP) with PWC, EY Tahi, KPMG, BDO, and Deloitte. NKMoA will talk to post-treaty settlement work undertaken with various tribal organisations, Māori owned business and the community at large to realise their moemoea (dreams), whakakitenga (vision), rautaki (strategies) that not only provide for a sustainable economic base but provide the means to achieving tino rangatiratanga/self-determination. The presentation will focus on primary sectors of mana-moana (sea), mana whenua (land), and mana tangata (people) highlighting challenges and solutions encountered during their journey toward sustainable economic development. They will also talk about how technology impacts their economic development as a people.
Maintaining self-determination and self-reliance is key to Arctic sovereignty for the Inuit. Realizing the vision of sustainable fishing practices in the north, Arctic Fishery Alliance Limited Partnership was formed with the objective of distributing the benefits of offshore fishery to a number of communities in Nunavut. Today the successful venture uses sustainable practices and their fleet includes the Kiviuq 1, an operational fishing research vessel that provides valuable information on the environment for researchers in the north. This talk will highlight traditional knowledge, sustainable practices and community benefits within an economic development framework.
Speakers: Rodney Nelson, C.Dir., PAED, CAPA, Professor, Carleton University and CEO, The Global Governance Group
Kylee Potae, Advisory Partner, Maori Sector Leader, BDO Gisborne and Representative of the Ngā Kaitatau Māori o Aotearoa (National Māori Accountants Network), New Zealand


Workshop H
Business Development and Trade - The Financial Sector Needs Indigenous Peoples
East Ballroom A
This presentation is intended to be a powerful reframe in thinking. When asking for help to resolve intergenerational poverty in First Nations we ask government to fund or fix it. Is the “reset” button on the computer worn out? Should we be looking for a new key? The financial sector needs to find new markets, drive profit and preserve capital. If financial institutions create products and services for Indigenous Peoples to help them to be financially healthy; they too become wealthier and healthier because they have more valuable clients and new markets. First Nations Foundation will discuss how the financial sector will benefit from the economic opportunities in First Nations communities. 
NACCA will discuss the growing need for capital to invest in the rapidly growing Indigenous business sector. National Aboriginal Capital Corporations Association (NACCA), is a membership-driven national association for a network of Aboriginal Financial Institutions, or AFIs. NACCA supports the AFI network, which offers financing to First Nations, Métis, and Inuit businesses and communities. NACCA is committed to the needs of AFIs and the Aboriginal businesses that they serve.
Speakers: Shannin Metatawabin, Chief Executive Officer, National Aboriginal Capital Corporations Association
Amanda Young, Chief Executive Officer, First Nations Foundation, Australia

 
Workshop I
Community Administration - Environmentally Sustainable Development in National Parks
East Meeting Room 2
In March 1987, the Wreck Bay Aboriginal Community Council (WBACC) was established to hold title and exercise powers as owners of Aboriginal Land. By controlling and managing their own land and waters, the Community aims to become self-sufficient and able to freely determine its future and lifestyle. The Council’s goals are for sole ownership of all lands and waters within Jervis Bay Territory to be environmentally sustainable development and to earn income, create jobs and achieve financial security. They also want to achieve social and cultural development, linked with appropriate cultural training and education. They jointly manage Booderee National Park with the Director of National Parks Australia. The presentation will describe the network of legislative requirements, international agreements and the Lease (between WBACC and the Director). The presentation will also describe the philosophy and direction of management of BNP for the next 10 years, from a traditional owner's perspective.
Pacific Rim National Park Reserve (PRNPR), Parks Canada Agency was established April 1970. It was the first National Park on the West Coast of Vancouver Island. Over the past 20 years, PRNPR has been working cooperatively with nine Nuu-chah-nulth (NCN) Nations on various projects, management and programs related to the park. PRNPR and NCN Nations work to develop economic opportunities such as Guardian and Beach Keeper programs, protect and preserve the environment, welcome and educate visitors to the park and the NCN culture and history and to maintain many of the trails within the park.
Speakers: George Brown, Human Resources Manager, Wreck Bay Aboriginal Community Council (WBACC), Australia
Karen Haugen, Park Superintendent, Pacific Rim National Park Reserve


Workshop J
Financial Management - Financial Education and Capability
East Meeting Room 1
Aboriginal communities in Canada, US, Australia and New Zealand share many of the same opportunities to secure long-term economic, cultural and spiritual futures. One of the keys to this success is Aboriginal community financial literacy. The panel will discuss common issues and challenges in financial administration and management that apply in Canada and globally. The presentation will focus on the successes and lessons learned from various communities.
BDO Canada has collaboratively worked with Aboriginal communities and organizations across Canada to achieve their goals that aligns with community values. We will share the experiences of a number of common issues and challenges in financial administration and management that apply not only across Canada but on a global level.
In 2015, AFOA Canada published its National Aboriginal Financial Literacy Needs Assessment and Framework. A summary will be provided to assist the delegates to understand the financial literacy needs of Aboriginal People in Canada and the 5 pillars of financial literacy will be presented. Financial decisions that people face through their life journey will be highlighted and recommendations for using the Framework within Aboriginal communities will be discussed.
Factors and best practices for the development of financial literacy skills within communities will be discussed. The Chippewas of Rama First Nation developed the Rama Community Financial Assistance Program, a department within the Finance division, provides loans, advice, workshops and education to community members on financial literacy. This case study demonstrates how communities have developed financial literacy among employees and among community members.
Moderator/Speaker: Giles Newman, Partner and Co-Chair National Aboriginal Services Group, BDO Canada
Speakers: Helen Bobiwash
, CPA, CMA, CAFM
Rick Morano, CMA, CAFM, Chief Financial Officer, Chippewas of Rama First Nation

 
Workshop K Community Administration - Understanding Behavioral Biases in Decision-Making  
East Meeting Room 8
Human nature causes everyone to bring their own set of unique emotional and intellectual biases to the decisions they make daily. In the context of managing the investment portfolios, these biases can have a huge impact on the results that First Nations leaders are able to generate for their communities. This presentation will teach attendees to identify the emotional and intellectual biases that can affect their ability to make rational and informed, long term decisions using humorous, insightful and interactive examples. It will build on this understanding by providing strategies to help attendees develop decision making processes that will enable them to anticipate the negative consequences behavioural biases and mitigate their ultimate impact.
Speakers: Andrew Hoffman, Vice President, Portfolio Manager, Leith Wheeler Investment Counsel
Michael Job, Vice President, Portfolio Manager, Leith Wheeler Investment Counsel


Information Session 3
Education - Increasing the Number of Indigenous Accountants
East Meeting Room 12
Indigenous Accountants Australia (IAA) is a joint initiative of the two major professional accounting bodies in Australia – CPA Australia and Chartered Accountants Australia and New Zealand. It aspires to support Indigenous students already committed or looking to study accounting and business, and to promote accounting as a professional career path for Indigenous Australians. The aim is to work in partnership with priority universities across Australia as well as identified business and community groups within the same locations to increase the number of Indigenous Australians graduating and being employed in the business/accounting related field. Hear how this initiative has resulted in a major increase in the number of Indigenous accountants across the country.
Since this initiative began in 2012, the number of Indigenous accountants with a professional designation has increased from 11 to 34. Student engagement is at an all-time high and retention rates are increasing. At present, we have connected with 85% of universities across the country.
Accounting plays an important role in the financial self-sufficiency and economic development that empowers Indigenous Peoples and communities across Australia. Ongoing research highlights the significant barriers and virtual exclusion of Indigenous Australians from the accounting profession. As Australia’s leading professional accounting bodies, we know the benefits that a career in accounting can bring to Indigenous communities. The speakers will discuss the learnings from the initial phase and how they are adapting and refining their approach to ensure growth and success in the industry.
Speakers: Richard Hurst, Relationship Manager, Indigenous Strategies, Indigenous Accountants Australia, Australia
Mark Jones
, Project Director, Indigenous Accountants Australia, Australia



Information Session 4 Education - Becoming a Certified Aboriginal Financial Manager (CAFM) and How to Become Chartered Professional Accountant (CPA)
East Meeting Room 11
The Certified Aboriginal Financial Manager (CAFM) designation has become one of the most preferred credentials for Aboriginal employers seeking financial professionals. This session will provide information on how you can become a CAFM - it might be easier than you think!  Also learn about the changes to the CAFM Education Program through the new CAFM ACAF Alignment with CPA Canada. You can now obtain an Advanced Certificate in Accounting & Finance (ACAF) Certificate with our partnership with CPA Canada.
Speakers: Randy Mayes, CAFM, CAPA, Manager, Education and Membership, AFOA Canada
Doretta Thompson, Director, Corporate Citizenship, Chartered Professional Accountants of Canada


   
 5:30 pm - 6:30 pm RBC Royal Bank Reception (ALL Welcome)
East Ballroom C

Sponsored by:

Entertainment: Murray Porter

   
 6:30 pm - 8:30 pm OPTIONAL ACTIVITY -  Panel Discussion with Former National Chiefs  (additional cost to attend )
The Next 150 - The Mighty Flowering Tree - Charting the Future by Learning from the Past
East Exhibition Hall A
It is well known that Indigenous people have been in their traditional homelands for thousands and thousands of years since time immemorial.  In 2017, Canada is celebrating 150 years since Confederation (what is known as Canada 150). During this time, there has been a significant impact on Indigenous people in Canada that all Canadians can reflect upon.   As we move forward to the next 150 years and beyond, what are the opportunities and challenges that need to be addressed for Indigenous people and communities to thrive economically and socially within Canada.
Picking up on the conversation they had when they were all formally together for the first time at AFOA Canada’s February 2016 conference the former National Chiefs of the Assembly of First Nations will discuss the next 150 years and beyond.  Specifically, the panelists will speak of key areas such as reconciliation, diversity and inclusion, decolonization, and the environment.   What does reconciliation mean and how can it be achieved?  How could our future actions shape a more inclusive society for Indigenous people within Canada?   How can the “herb of understanding allow the mighty flowering tree to blossom” over an inclusive Canada for indigenous and non-indigenous Canadians?

PANELISTS
Former National Chief Georges Erasmus
Former National Chief Phil Fontaine
Former National Chief Ovide Mercredi
Former National Chief Delbert Riley

         

MODERATOR: Honourable Bob Rae, Senior Partner, Olthuis Kleer Townshend LLP and Former Premier of Ontario and Interim Liberal Party Leader

Reception entertainment: Murray Porter
Drum Group: Tsatsu Stalqayu

Sponsored by:  






   

 

Wednesday, October 4, 2017

    7:00 am - 7:30 am
Sunrise Ceremony
East Meeting Room 20

 
7:30 am - 4:00 pm
Registration
East Convention Level Lobby
Sponsored by: 


 
7:30 am - 8:30 am
Networking Continental Breakfast / Visit the Exhibitors and the Xerox Technology Café      
East Exhibition Hall B
Sponsored by: 



 
8:30 am - 9:00 am
Prayer / Welcome
East Exhibition Hall A

Welcome: Chief Ian Campbell,
Squamish Nation
East Exhibition Hall A
 

9:00 am - 10:30 am
Plenary - Economic Prosperity: Hitching the Economic Horse to the Social Wagon
East Exhibition Hall A
A suggested end goal for many communities is economic prosperity. However, there may be other considerations of a community being prosperous which may include social and cultural elements. In the push towards economically sustainable communities, what have other communities around the world learned in terms of what went well and what were the challenges? How can an international network of Indigenous professionals work toward Indigenous trade?

Remarks: David Boisvert, President and Chief Executive Officer, Peace Hills Trust

Part 1 - Keynote Address
Keynote Speaker: Hinerangi Raumati-Tu'ua, New Zealand



Part 2 - Panel Discussion
Panelists:  Luis Felipe Duchicela, Global Advisor for Indigenous Peoples, The World Bank, USA
Lacey Horn
, Treasurer, Cherokee Nation, USA
Robert Louie, LL.B., OC, Hon. Dr. LL. B, Proprietor, Indigenous World Winery and Former Chief, Westbank First Nation, Canada
Hinerangi Raumati-Tu'ua, Executive Director of Operations, Te Wananga o Aotearoa, New Zealand
Benson Saulo, Group Indigenous Opportunities Manager, Australian Unity, Australia

            

Sponsored by: Peace Hills Trust



 

 
10:30 am - 11:00 am Refreshment Break / Visit the Exhibitors and the Xerox Technology Café
East Exhibition Hall B

 
11:00 am - 12:15 pm Concurrent Workshops and Information Sessions
Workshop L
Financial Management - Eliminating U.S. Withholding Taxes for Aboriginal Governments
East Meeting Room 1
Many, if not most, Aboriginal governments and their Trusts are paying taxes to the U.S. government when they do not need to. The ability to eliminate U.S. withholding taxes results from the classification of a First Nation government as a foreign government and therefore exempt. 
The panel will review a Case Study on the financial impact of U.S. taxes withheld. For a trust with $50 million in capital the U.S. taxes withheld could mean hundreds of thousands of dollars over a decade, money that could make a significant difference to the long term wealth of the nation and the ability to positively impact the lives of members. Innovative solutions include the elimination of U.S. Withholding Taxes and Portfolio Structure. The presentation will address the legal aspects as well as the investment implementation aspects. The portfolio structure and framework implemented by the First Nation of their Trust will significantly impact the ease and feasibility of eliminating U.S. Withholding taxes.
The presentation will provide a step by step guide, including specific examples of communities who have successfully increased their annual income through the elimination of these taxes.
Speakers: Max Reed, LLB, BCL, Partner, US & Canadian Tax, SKL Tax
Kelly Rodgers, CFA, President, Rodgers Investment Consulting



Workshop M
Leadership - Trusts that Achieve Long-Term Sustainable Growth
East Ballroom A
There is a significant amount of new wealth being created by Indigenous Nations across Canada. This can place tremendous pressure on leaders to use their own-source revenue to address immediate needs – but consideration must also be given to future generations. Many countries around the world are investing revenues from non-renewable natural resource development to meet future needs. This session explores opportunities for Indigenous Nations to create their own ‘sovereign wealth’ strategies using community trusts. Understanding both the financial affordability of a trust and the impact that inflation can have on the trust's long term purchasing power is critical to achieving sustainable long term growth. Session discussions will also include historical market behavior and the strategies that can be considered when establishing effective disbursement policies.
The Athabasca Community Trust (Saskatchewan) will be profiled which is unique as it has effectively brought together three First Nation communities in addition to four local municipalities under a single trust structure. The trust is designed to benefit and manage the long term and short term economic and social needs of these communities.
Moderator/Speaker: Jack Jamieson, Vice President Aboriginal Services, T.E. Wealth
Speaker: Oliver MacLaren, Partner, Olthuis, Kleer, Townshend LLP



Workshop sponsored by: T.E. Wealth

   
Workshop N
Business Development and Trade - Indigenous Business Development and International Markets
East Ballroom B
UNSW Business School supports Aboriginal and/or Torres Strait Islander people who are embracing and navigating the currencies of business knowledge and practice to strengthen and improve the lives of their families and communities.
This session will share insights about the latest approaches, development and outcomes. These lessons are drawn from business forums, Indigenous business pathway articulation programs, alumni networks, professional development and partnership opportunities including through our  AGSM Executive Education and MBA X programs.
Central to our session will be insights from two of our Indigenous business graduates who share their insights from their own leadership journeys. They examine the challenges, barriers and opportunities for young Indigenous people from urban and regional perspectives. Finally they will discuss the lessons from the intersectionality of Indigenous culture(s) education and business.
The Global Affairs Canada segment targets participants with experience or interest in international trade and investment. Participants will gain knowledge of services, programs, initiatives and tools related to exporting and attracting investment to their communities. This session is less suitable for those whose primary interest is in agricultural products (e.g. anything edible) as Agriculture and Agri-food Canada has its own programs and resources.
Speakers: Rebecca Harcourt, Program Manager, Indigenous Business Education, UNSW Business School
Bobby Shade, Native American Global Trade Center Director, The National Center for American Indian Enterprise Development, USA
Nicole Van Hove, Trade Commissioner, Mining, Oil & Gas, Global Affairs Canada
Owen Walsh, Consultant, Cyber Security Practice, KPMG

  
Workshop O
Community Administration - A Collaborative Approach to Building Capability for Governance Roles - Te Tumu Paeroa
East Meeting Room 12
Te Tumu Paeroa is an independent, professional trustee organization created by statute. Our vision is to support land owners and trustees to use their land to its full potential – creating a legacy for this generation, and the generations that follow. In our view the successful development of our land requires the successful development of our people – our greatest asset.
Te Tumu Paeroa manages:
95,000 hectares of Māori owned land
Provides administration support to 2000 trusts and entities
Manages 100,081 owner accounts
$106.7 million in client funds
Te Tumu Paeroa assists trustees to exercise good governance and leadership over the assets for current and future generations. The organizations vision has required establishing programs and relationships to provide a capability program that is future focused and enduring.  In this endeavor the organization has supported the development of a range of governance programs such as Te Tumu Whairawa with organizations such as KPMG, Ngā Kai Tatau o Aotearoa to support trustees and beneficiaries in their understanding of financial reporting, accountability and financial oversight.
Speakers: Ngāti Porou Neville King, Governance and Capability Manager, Te Tumu Paeroa, New Zealand
Riria Te Kanawa, Director - Performance Consulting, KPMG, New Zealand


Workshop P
Leadership - UNDRIP: Five Concrete Action Items for Reconciliation
East Ballroom C
Canadian Governments accept the Declaration as a principled common ground, but are committing an "Implementation Fail". Indigenous Peoples will not accept this failure after decades of advocacy. This interactive presentation will discuss five immediate action points that will reinvigorate the Declaration. The Five Reconcili-Action points will discuss 1) Free Prior Informed Consent; 2) Indigenous Peoples Role in Legal Reform; 3) Indigenous Peoples Rights to their Culture; 4) Requirements for Natural Resource Development; and 5) Economic Treaty and Indigenous Peoples Rights.
Speaker: Merle C. Alexander, Partner, Indigenous Resource Law, Gowling WLG LLP


Information Session 5
Education - NEW AFOA Certified Indigenous Leaders Program
East Meeting Room 8
Learn about the new certification for Indigenous elected (chief and council), youth and future leaders. The program will enhance your knowledge, skills and professional development of elected officials to enable you to better perform their functions and build community prosperity and financial wellbeing. The Program will provide you with new networking opportunities, new environments for learning and access to best practices for working with First Nations and Indigenous organizations at all levels. Specifically designed to set high quality competency standards and provide the learning opportunities which will enable Indigenous leaders and future leaders working in First Nations communities to gain the knowledge and skills required to enhance their leadership roles in serving their communities. The plan is to deliver the Program in four two-day sessions. Learn details about the delivery of the first cohort to be delivered in 2017/18.
Speakers: Simon Brascoupé, MA, CAPA, CFNHM, Vice President, Education and Training, AFOA Canada
Manon Lamontagne, MA, MBA, CHRP, CAPA



Information Session 6 ‘Whanake Mauriora’: Investment in Developing Future Business Leaders - Capability Building, Realizing Potential and Transforming Young Professionals
East Meeting Room 11
Thousands of accounting and business graduates walk out of New Zealand universities annually, but why are so few indigenous? How are organizations responding? How are Iwi (tribes) investing in the future stewardship of tribal wealth on the back of treaty settlements? We will look at this through the eyes of the student, a graduate, and the main professional accounting body. We will discuss how organizations such as Chartered Accountants Australia + New Zealand and Ngā Kaitatau Māori o Aotearoa (The National Māori Accountants Network) are realizing and developing indigenous potential in the accounting and business space. Organizations have adopted strong support and policies in reference to upskilling Māori (our indigenous people), through branding, investment, and awareness in order to support achieving desirable social and economic outcomes. We will talk to initiatives organizations are implementing to drive growth at the base level and how these activities directly respond to the need for building capability amongst Māori youth. Whānau (family), universities, professional bodies, employers, and support networks will all be explored as to how they have shaped our journeys to date, and the commitment to investing in future Māori business leaders in Aotearoa (New Zealand).
Speakers: Mere George, Partner, GHA Chartered Accountants and Management Consultants, and Deputy Chari, Ngā Kaitatau Māori o Aotearoa, New Zealand
Ariana Adams, Student, University of Waikato and former Student representative, Ngā Kaitatau Māori o Aotearoa, New Zealand
Tamati Smith, Consultant, EY and Board Member of Ngā Kaitatau Māori o Aotearoa, New Zealand
Kateriina Selwyn, Māori Sector Manager, Chartered Accountants Australia and New Zealand


   
Information Session 7
Education - Pathways to Indigenous Leadership and Economic Empowerment
East Meeting Room 2
Financial and governance expertise 'by' Indigenous Peoples rather than 'for' Indigenous Peoples is a pathway to leadership and economic empowerment. Drawing on the research by ORIC (The Office of the Registrar of Indigenous Corporation) the significant role of accounting and governance will be discussed in the advancement of economic strength of Indigenous Peoples.
Moving away from 'just doing' for Indigenous Peoples to respectful cultural inclusion is the way forward for Australian business and professions. The importance of Indigenous languages will be discussed as an underpinning of identity and connection not just for Aboriginal and Torres Strait Islander but for all Australians.
By highlighting the powerful role of financial and business skills, we will discuss how these skills are vital links towards 'closing the gap'. Closing the gap “is a government strategy that aims to reduce disadvantage among Aboriginal and Torres Strait Islander people with respect to life expectancy, child mortality, access to early childhood education, educational achievement, and employment outcomes” (HealthInfoNet, 2016). Christian Lugnan is on the board of a local Aboriginal medical service in Australia and will discuss his observations regarding the connection between business skills and improved quality of life indicators.
Speakers: Dr. Luisa Lombardi, CPA, Chair of Indigenous Accounting and Business Conference, Senior Lecturer, Deakin Business School, Deakin University, Australia
Christian Lugnan, CPA, Regional Manager, Coffs Harbour, Office of the Registrar of Indigenous Corporations and Advisory committee member, Indigenous Accountants Australia, Australia


 
12:30 pm - 2:30 pm 
Luncheon - The Power of Mentoring
East Exhibition Hall A
The Martin Family Initiative (MFI) and Chartered Professional Accountants of Canada (CPA Canada) established the CPA Martin Mentorship Program for Indigenous High School Students in 2008 to increase graduation rates, encourage enrollment in post-secondary programs and support students as they consider post-secondary opportunities in various careers including business.  The skills developed in the Mentorship Program help unlock each student’s potential and expose them to a range of career options in areas traditionally underrepresented by indigenous youth. Join the Right Honourable Paul Martin P.C., C.C. and Kevin Dancey, FCPA, FCA, National Coordinator,  CPA Martin Mentorship Program, as they explore the success of this and other programs MFI and CPA Canada have developed to support capacity building and increase financial literacy in indigenous communities.
Moderator: Dr. Carlana Lindeman, Education Program Director, Martin Family Initiative
Panelists: Kevin Dancey, National Coordinator, CPA Martin Mentorship Program for Indigenous High School Students
Simon Brascoupé, MA, CAPA, CFNHM, Vice President, Education and Training, AFOA Canada

Sponsored by:


       
2:45 pm - 4:15 pm
Concurrent Workshops and Information Session:
 
 
 
Workshop Q
Financial Management - Alternatives for Accounting and Financial Management
East Ballroom B
In a constantly shifting technological landscape, alternative models are being proposed and implemented in the world of accounting and financial management across all industries.
Leveraging advances in the technological sector, the future of accounting will be less transactional and more knowledge-based. At the end of the day, people skills and an in-depth understanding of industry sectors are just as crucial as keeping the numbers in check. Tax professionals are expected to recommend best-practices to management and suggest strategic ways to reduce costs and mitigate risk while improving profit. To keep up with this shift, accounting practices and financial opportunities are evolving every day, allowing us to improve the way we manage projects and approach our service delivery from a full, 360 degree, top-down perspective.
Speakers: Rob Campbell, National Director of Aboriginal Services, MNP
Clayton Norris, CMA, CPA, CAFM, MBA, Vice President, Aboriginal Services, MNP


Workshop R
Leadership - Building Sustainable Indigenous Communities
East Ballroom A
Three visionary leaders will discuss First Nation institutions that have developed practical modern day tools First Nations governments
1. First Nations Tax Commission – ensures the integrity of the First Nations tax system:
2. First Nations Financial Management Board – establishes financial management standards that lead to the principles of sound and transparent practices;
3. First Nations Finance Authority – enables First Nations to borrow against any secure source of revenue at lower rates than traditional financing;
These institutions address huge barriers faced by First Nations attracting investments to their lands: 
It is 2 to 3 times more expensive to finance infrastructure on First Nation lands;
It is 4 to 5 times more expensive to make investments on First Nation lands; and 
Lack of investor confidence, legislative uncertainty, unavailable financial information and statistics etc.
The leaders will discuss how these institutions overcame these barriers and how they are adapting to future needs and challenges.
Speakers: Harold Calla, CAFM, Executive Chair, First Nations Financial Management Board
Ernie Daniels, CAFM, President and Chief Executive Officer, First Nations Finance Authority
Manny Jules, Chief Commissioner, First Nations Tax Commission
 

Workshop S
Business Development and Trade - Renewable Energy Futures
East Meeting Room 1
CANCELLED
 
Workshop T
Community Administration - Australian Reconciliation: Financial Services Regulation and Action Plan
East Ballroom C
The Australian Securities and Investments Commission (ASIC) is the Australian corporate, markets and financial services regulator. ASIC developed the Indigenous Outreach Program (IOP) in acknowledgement of the unique issues faced by Indigenous consumers within the financial service sector, and because of unscrupulous businesses practices. ASIC's IOP works to build relationships, understanding and trust between the financial services sector and Indigenous consumers, the knowledge of our workforce and financial capability towards sustainability in community. 
The panel will discuss how compliance, enforcement, policy development, industry liaison balanced with the building of financial capability are all foundational to a fair market with confident and informed consumers. Case studies will show how ASIC has taken court action to ensure those businesses taking advantage of Indigenous community are being held to account. They will discuss the importance of financial capability and how they have developed resources utilising Indigenous community centred design to ensure communities understand and stand up for their rights. 
In 2016 Australian Unity launched its first Reconciliation Action Plan to build stronger relationships with Indigenous customers, communities and business. They found that building trust is the underlining principle of respectful relationships, and the importance of enabling voices within the organisation to influence positive outcomes. They joined a well-established network of organizations that implemented Reconciliation Action Plans to build stronger relationships with Australia’s first people. The lesson learned is the importance of working within a system to change the system, building allies and ensuring community is at the heart decision making.
Speakers: Nathan Boyle, Senior Analyst - Indigenous Outreach Program,  Australian Securities & Investments Commission, Australia
Benson Saulo, Group Indigenous Opportunities Manager, Australian Unity, Australia


Workshop U
Community Administration - Indigenous Public Administration, Nation Building and Authentic Partnerships
East Meeting Room 8
Canada’s 1876 Indian Act and the U.S. Indian Reorganization Act 1934 denied Indigenous Nations their own governance systems that imposed Western-Euro systems of governance. This resulted in outcomes that place Indigenous populations on the bottom of almost every indicator of well-being. 
The Harvard Project on American Indian Economic Development (HPAIED) focuses on understanding the factors involved in the creation of sustained, self-determined social and economic development in Indigenous Nations. HPAIED suggests there are five pillars necessary for thriving communities: practical sovereignty, capable institutions, cultural match, strategic orientation, and leadership. An overview of established and emerging public administration programs in the U.S. and Canada, highlighting case studies such as File Hills Qu’Appelle Tribal Council transition to an Indigenous-based governance system. A new international partnership amongst three institutions - First Nations University of Canada, Johnson Shoyama Graduate School of Public Policy and Dr. Manly Begay, HPAIED co-director, will show how theory into practice develops the human resource capacity within Indigenous Nations. 
Authentic partnerships between Indigenous and non-Indigenous businesses and organizations both in Canada and abroad require unique planning and effort. What is not well understood is the level of corporate-indigenous partnerships or the strategies and practices needed to build ‘high-functioning, authentic and long-term Indigenous partnerships. This presentation will cover: the seven-stage partnership model; a competency based approach; ‘video vignettes’ and case studies; and benchmarking engagement performance. A recent study found that ‘85%’ of corporate Canada are disengaged. New strategies are needed to overcome the ‘engagement gap’ and to develop the competencies needed to create authentic partnerships.
Speakers: Edmund Bellegarde
, Tribal Chief, File Hills Qu’Appelle Tribal Council
Dr. Bob Kayseas, Associate Vice-President Academic, First Nations University of Canada
Dr. Jaime M.N. Lavallee, Muskeg Lake Cree Nation

Kelly J. Lendsay, President and Chief Executive Officer, Indigenous Works

 
Information Session 8
First Nations Wealth Management Through Good Governance
East Meeting Room 2
Changes of historic proportions are taking place in aboriginal communities across Canada with the creation of Trusts resulting from
Specific Claims Settlements, Economic Development, Impact Benefit Agreements and other resource sharing opportunities. From our existing relationships across Canada, we know that the resulting income and capital generated from within these Trusts have the potential to transform a community into an economically self-sustaining and self-governing entity, but only when managed effectively.  This session will provide real life situations when wealth management was placed in the wrong hands and the benefits of good governance practice when it applies to wealth creation.
Moderator: Jeff Frketich, FCPA, FCGA, CFA, AVP – Trust Services, Peace Hills Trust
Speakers: Ken Blair, Managing Partner, Chemawawin Cree Nation
Georgina Villeneuve
, MBA, MTI, Vice President – Trust Services, Peace Hills Trust


Information Session 9 Revisioning Accounting Policies for the Valuation of First Nations' Intangible Cultural Heritage and  Intellectual Property Assets
East Meeting Room 12
This presentation addresses the issue of economic and social significance to First Nations Peoples around the globe, that is exploitation of Indigenous Cultural Intellectual Property (ICIP) without commensurate financial and social benefits.
Internationally, ICIP is encompassed in UNESCO  where it is defined as “the practices, representations, expressions, knowledge, skills – as well as the instruments, objects, artifacts and cultural spaces associated therewith – that communities, groups and, in some cases, individuals, recognize as part of their cultural heritage”.  The presentation aims to encourage new thinking at the systemic level about the contribution of First Nation organizations to productivity by questioning standard Westernized performance measures from the perspective of Indigenous stakeholder values.  
  An argument is forwarded that theories of sustainability and social responsibility from other fields of research have utility in the fields of accounting, financial management and auditing policy and practices. Recommendations include developing a customized accounting model incorporating cultural, social, and environmental measures that would fully identify what is impacting the successful management of First Peoples organizations; value ICIP and cultural heritage assets using the Balanced Scorecard, Life Cycle Analysis, Eco-systems service and Contingency Valuation Method. Together these approaches will promote informed participation and decision-making, promulgate more sustainable outcome to maximize social and economic participation in society, and improve the health and wellbeing of First Nation Peoples globally.
Speaker: Kerry Bodle, Lecturer, Griffith Business School, Griffith University, Australia


Information Session 10
Education The Certified Aboriginal Professional Administrators (CAPA) Program
East Meeting Room 11
Come join us at this Information Session to learn about the CAPA Program. CAPA has been designed to certify senior administrators, senior managers, and aspiring administrators working in Aboriginal communities and organizations on reserve, off reserve and in urban, rural and remote settings. Using key competencies developed with the input of senior administrators across the country, this Program provides new opportunities for those in this profession to be formally acknowledged, certified, and recognized for the professional work they do every day. This session highlights the three different ways to become certified as a CAPA: (1) CAPA Online Course Programs; (2) CAPA In-Person Program; and (3) CAPA Prior Learning Assessment and Recognition (PLAR) Program. All courses are eligible for credit with Thompson Rivers University and Cape Breton University.
Speaker: Simon Brascoupé, Vice-President Education and Training, AFOA Canada

   
 4:30 pm - 5:45 pm AFOA Canada Annual General Meeting
East Meeting Room 2

   

6:00 pm - 8:00 pm By-Invitation Only Reception
Pan Pacific Hotel, Oceanview Suites 5-8, Restaurant and Gallery Level
Sponsored by: TD Bank Group


 

Thursday, October 5, 2017

   
7:30 am - 12:15 pm

Registration
East Convention Level Lobby

Sponsored by: 

 
7:30 am - 8:30 am

Networking Continental Breakfast / Visit the Exhibitors and the Xerox Technology Café
East Exhibition Hall B
 
8:30 am - 10:00 am

Prayer / Welcome
East Exhibition Hall A
             
Welcome: Chief Wayne Sparrow
, Musqueam First Nation
East Exhibition Hall A
   
   
Plenary – Capacity Development: Unleashing Indigenous Potential
East Exhibition Hall A
To achieve community goals, there needs to be an investment in human capital. This panel will discuss how they have pursued capacity development at an individual and institutional level. What differences exist in the approaches by different countries? What are the key elements of developing this type of plan to ensure that a community has the human capital that can achieve its strategic goals? How can a community ensure it can retain this skill level into the future?

Remarks: John Beaucage, Chair, First Nations Market Housing Fund

Part 1 - Keynote Address
Keynote Speaker: Amanda Young, Chief Executive Officer, First Nations Foundation, Australia



Part 2 - Panel Discussion
Panelists: Bill Lomax, Vice President, Goldman Sachs, USA
Chief Nathan Matthew
, Simpcw First Nation, Canada
Elizabeth Richards, Chair of Nga Kaitatau Maori o Aotearoa , Accountants Australia and New Zealand
Amanda Young, Chief Executive Officer, First Nations Foundation, Australia

         
 
Sponsored by: First Nations Market Housing Fund

 
 
10:00 am - 10:30 am

Networking Break / Visit the Exhibitors and the Xerox Technology Cafe
East Exhibition Hall B
 
10:30 am - 12:00 pm

Concurrent Workshops and Information Sessions

  Workshop  V
Financial Management - Responsible and Sustainable Investment
East Meeting Room 1
Responsible Investing (RI) is an approach designed to match investments to the social and environmental values of the community. RI adds a layer of due diligence to consider how a business scores or ranks on the basis of social issues, environmental issues, and governance issues and structure.
Proponents of RI believe that an investment discipline that considers environmental, social and governance issues leads to long-term competitive financial returns, and a positive impact on society. The term ethical investing is used to denote the good intentions of investors seeking to invest their funds in an ethical and socially responsible manner. Delegates will learn about Environment, Social & Governance (ESG) which emphasizes the inclusion of Environment and Governance considerations.
Stakeholders are increasingly focused on sustainable or responsible investing strategies. This session will help demystify some of the terms and strategies used by asset owners and managers, as well as discuss various ways to incorporate ESG investing into your Trust’s investment practices.
Speakers: Gerald Allaye-Chan, Senior Vice President, Portfolio Manager, Private Client Group, Worth Allaye-Chan Investment Counsel / Raymond James
Mark Fattedad, Partner, Jarislowsky, Fraser Limited
Brian R. Worth, Senior Vice President, Portfolio Manager, Private Client Group, Worth Allaye-Chan Investment Counsel / Raymond James
 
 
  Workshop  W
Leadership - Sustainable Economic and Cultural Development – Success Stories
East Ballroom B
Westbank First Nation is in the beautiful Okanagan Valley, traditional territory of Syilx people. Recognized for its visionary, progressive leadership, self-government and economic success. WFN will present on its land, leasing system, and Economic Development Commission, the first aboriginal EDC in Canada. WFN’s total assessed property values are now more than $1.6 billion, including the largest square footage of on-reserve retail and commercial development in Canada. Presently, 42% tax revenue comes from commercial enterprises and land developments. It currently has partnerships in two shopping centres, and off-reserve developments and ownerships. Revenue has allowed WFN to open new beach parks and a $5.5 million youth centre, and is exploring an expansion of its elementary school. WFN is now reflecting on future possibilities. 
The Doig River First Nation has undertaken an aggressive course of initiatives to dramatically improve its current operations and set a solid foundation for future prosperity. The presentation provides an overview of the achievements that the Nation has realized, with attention focused on lessons learned such as: development of a Financial Administration Law; professional development (CAFM) to increase the financial management capacity and revenue sharing agreements with local industry, which separates business from politics. Doig River’s Chief and Council have adopted a strong transparency and accountability practice of bringing all major financial decisions to community meetings. In addition, it created a strong foundation for sustainable economic development based on the Nation’s history and traditions. The future is based on a healthy respect and promotion of traditional knowledge, values and practices.
Speakers: Nelson Derickson, Chair, Economic Development Commission, Westbank First Nation
Eric Fleury, Budget and Financial Reporting Manager, Westbank First Nation

Chief Trevor Makadahay, Doig River First Nation
Shona Nelson, Band Administrator, Doig River First Nation


 
  Workshop  X
Business Development and Trade - Indigenous Community Experiences in the Energy Sector
East Meeting Room 8
The Prime Minister mandated his government to enhance the engagement of Indigenous groups in reviewing and monitoring major resource development projects. The Indian Resource Council (IRC)  feels that it can offer assistance to the government to help achieve these objectives. 
Throughout North America, pipeline and other natural resource projects are facing steep opposition from Indigenous communities seeking a seat at the decision-making table for projects impacting their communities. To date, negotiations regarding appropriate compensation for Indigenous communities have been challenging given the lack of framework to begin and guide discussions. In October 2016, the Indian Resource Council (IRC) hosted a conference in Calgary to seek a long-term solution. 
The presentation by MNP LLP will focus on Linear Projects which are construction projects repetitive projects such as highway, pipelines, and electrical lines. Nearly all major linear projects cross multiple traditional Treaty, Reserve, or traditional territories where Indigenous title requires a consultation and value consideration.
There are many large-scale economic projects currently proposed in Canada. Some of these projects are so large that they impact the traditional territories of several First Nations. The FNFMB has been approached by some First Nations who are interested in meaningful economic participation in energy and resource development in their traditional territories. FMB will discuss their experience and lessons learned in the energy sector moving forward.
Speakers: Chief Joe Bevan, Kitselas First Nation
Stephen Buffalo, Chief Executive Officer, Indian Resource Council
Harold Calla, FCPA, FCGA, CAFM, Executive Chair, First Nations Financial Management Board
Clayton Norris, CMA, CPA, CAFM, MBA, Vice President, Aboriginal Services, MNPCMA, CPA, CAFM, MBA Vice President, Aboriginal Services, MNP LLP

 
  Workshop  Y
Community Administration - The New Fiscal Relationship Between the Crown and First Nations – What is Happening and Where is it Going?
East Ballroom A
In the past year, there have been on-going discussions between the Assembly of First Nations (AFN) and the Crown on the New Fiscal Relationships.   Specific areas of discussion include long term sufficient, predictable and sustainable funding.  As well, INAC recently developed the Indigenous Community Development National Strategy.  In support of the development of the strategy, the department has engaged with First Nation mentors with experience working with Indigenous communities. Engagement with these mentors focused the strategy on what is important to First Nation communities. This engagement approach has resulted in a strategy that will better support First Nations needs with respect to community planning, so that all First Nations are able to plan for and achieve better outcomes. The goal of the strategy is to have a positive impact all areas of governance capacity, transparency, and accountability to help Indigenous communities become sufficient self-governing First Nations.
Speakers: Lyle Henderson, Director, Governance Capacity Unit, Indian and Northern Affairs Canada
Dan Wilson, Senior Advisor, Assembly of First Nations


  Workshop  Z
Healthy Workplace/Human Resources - Nation Building Through Human Capacity Development
East Ballroom C
With the potential for great prosperity on the horizon, it is more critical than ever to accelerate Indigenous leadership and management capacity. But who are the ‘leaders’ to be developed and what skills are needed to help communities and organizations thrive? How is meaningful human capacity building being funded and where are the gaps? These are some of the questions that will be explored. 
There remains much work to overcome the socio-economic challenges faced by Indigenous Peoples in Canada and internationally. Through their discovery process, Urban Matters CCC is working to increase Indigenous human capacity development programs and funding.
The presentation will also focus on lessons learned, tools and best practices which Kanuu Indigenous Innovation Society has learned through intensive workshops, online coaching, and access to social finance capital. 
Australia’s Indigenous business sector has been compared to a ‘sleeping giant’ because of the potential lying beneath the surface. The speakers will discuss, that to fully awaken it is critical to have more Indigenous accountants. The opportunity is there, Indigenous Australians have rights to a massive 40% of Australia with claims over another 20%. The speakers will make the case for why we need more Indigenous Accountants to unlock this potential.
Studies found the biggest reason for failure amongst Indigenous corporations is inadequate or non-existent processes or records for financial accounts. Failing corporations suffer from poor management, poor corporate governance and in some cases, financial misappropriation. For Indigenous businesses to build prosperity from the assets they have fought hard for, they need to build Indigenous financial and governance expertise.
Speakers: Richard Hurst, Relationship Manager, Indigenous Strategies, Indigenous Accountants Australia, Australia
Mark Jones, Project Director, Indigenous Accountants Australia, Australia

Danielle Levine, Chief Executive Officer, Kanuu Social Innovations
Trina Wamboldt, Executive Director, Urban Matters CCC


  Information  Session 11
Education - Unlocking the Potential of Income Tax Clinics
East Meeting Room 2
The new 2017 Canada Child Benefit (CCB) means that many families with children under 18 can expect to see a bigger child benefit payment that will boost their income. The federal government estimates that tax filing rates on reserve is approximately 50 percent. There is a concern that many Indigenous families are missing out on the CCB and other benefits as a result.
The Community Volunteer Income Tax Program (CVITP) and Super Clinics are ways communities and Indigenous organizations are helping seniors, family members and youth in filing their income tax returns and accessing the benefits they are entitled to. In this session, we will draw on research and emerging best practices to:
Increasing tax filing and accessing benefits;
Accessing benefits to achieving financial wellness;
Financial wellness education; and
Introduce the CVITP best practices and lessons learned
Speakers: Laura Eastman, CFP, Lorna Eastman Financial
Nene Kraneveldt, MA, Imagination FX

Karen Martin, Regional Outreach Planning Officer, Assessment, Benefit, and Service Branch, Canada Revenue Agency


  Information  Session 12 Education - Disrupting the Traditional Degree Education Model
East Meeting Room 12
Ernst & Young’s engagement with Schools and Universities, both globally and in Australia has highlighted that we need to take an innovative approach to how we engage and equip Indigenous communities with the leadership skills and confidence.
Australian universities found the traditional degree model does not meet the needs of Indigenous students, which aligns to a broader trend of blurry distinctions between Entrepreneurship, VET and University. The outcome will be a future where Indigenous students have more options and pathways to succeed.
Strategic leadership in Indigenous Australia has never been so important: 
5% of Indigenous Australians held a Bachelor’s degree or higher; compared to 21% of non-Indigenous Australians (2006). 
2.2% of the Australian population is Indigenous Peoples.
1.4% of student enrolment at university is Indigenous (2010).
The future lies in the use and access to digital training content, which enables you to engage with world class thinkers. But how can you engage Indigenous learners to embrace this style of storytelling? Ernst & Young’s looks to bridge this gap and demonstrate the relevance of the corporate mindset in rural Australia.
Speakers: Tracy Deveugle-Frink, Senior Manager, Ernst & Young Advisory, The University of Western Australia, Australia
Robert Knott, Senior Consultant,  Advisory, Ernst & Young, Australia

 
  Information  Session 13
Education - Dollars & Sense
East Meeting Room 11
Focusing on enhancing the financial awareness and understanding of Aboriginal youth in middle and high school, this Information Session highlights what you need to know about the Dollars & Sense modules. The key content themes covered in the two modules developed for Aboriginal youth in grades 11 and 12 (Secondary School Module) and grades 7 and 8 (Elementary - Middle School Module) include: effective money management; saving; goal setting and budgeting; purchasing and consumer awareness; banking; and financial careers. AFOA Canada acknowledges the generous support of the TD Bank Group for the development of Dollars and Sense.
Speaker: Patricia Debassige, Education and Research Coordinator, AFOA Canada

 
12:15 - 2:30 pm

Luncheon and Closing Remarks
East Exhibition Hall A

Indigenous Connection in Business, Our Ways Will Change the World
Speaker: Shawn Andrews, Managing Director and Founder, Indigicate Pty Ltd, Australia
 
Entertainment: Scott Ward, Comedy Hypnotist

Closing Remarks

Conference Co-Chairs: 
Miriam Jorgensen, M.P.P., Ph.D., Research Scientist, Udall Center, Research Director, Native Nations Institute, Udall Center for Studies in Public Policy, The University of Arizona, USA
Harold Tarbell, Akwesasne Mohawk, Owner/Lead Facilitator, Tarbell Facilitation Network

Terry Goodtrack,
MPA, B.Admin, CPA, CGA, CAFM, CAPA, C. Dir. President & Chief Executive Officer, AFOA Canada
 
Exhibitor Passport Draw sponsored by Air Canada

  2:30 pm - 5:30 pm Free time for participants.
 
5:30 pm - 6:30 pm

President's Reception
East Ballroom C

Entertainment: Murray Porter


 
6:30 pm - 11:00 pm 

Dinner, Awards, CAFM/CAPA Convocation and Entertainment
East Exhibition Hall A
   
Pre-dinner cultural entertainment: Eagle Song Drummers and Dancers

    Presentation of the 2017 MNP-AFOA Canada Aboriginal Community Excellence Award
Presenter:
 Clayton Norris, CPA, CMA, CAFM VP Aboriginal Services, MNP

Excellence in Aboriginal Leadership Awards sponsored by MNP


   
CAFM/CAPA Convocation Remarks: Giles Newman, Partner and Co-Chair National Aboriginal Services Group, BDO Canada

Sponsored by: [BDO Canada]
 
CAFM/CAPA Convocation sponsored by:


   
After dinner entertainment: Bitterly Divine


Entertainment sponsored by: BMO Bank of Montreal