Conference Presentations

Click on the Speaker names below to access the workshop presentation(s).

Tuesday, February 7, 2017

    3:00 pm - 8:00 pm     Registration - Exhibition Hall Foyer, Calgary TELUS Convention Centre


6:00 pm - 9:00 pm
Opening Reception with Exhibitors - Exhibition Hall C/D

 Sponsored by:   

           
                         
   
Welcome by Opening Reception Sponsor: Bruce Picton, President & CEO, Crowe MacKay LLP

Entertainment: Thundering Nations International
 

Wednesday, February 8, 2017

    7:30 am - 4:00 pm
Registration - Exhibition Foyer, Calgary TELUS Convention Centre
Opportunity still available. Contact the AFOA Canada Conference Secretariat at 1-866-775-1816 or AFOA Canada today at 1-866-722-2362!

 
7:30 am - 8:00 am
Sunrise Ceremony: Elder Sykes Powderface, Stoney Nakoda Nation, AB - Telus 107

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

 
8:30 am - 9:00 am
Prayer / Welcome / Greetings / Opening Plenary - Exhibition Hall E           
                        
Prayer: Elder Sykes Powderface, Stoney Nakoda Nation, AB

O' Canada Performed by: Miss Kookana DaeLynn Waterchief (Niisoomayanistakii), Siksika Nation, Alberta

Greetings: Chief Lee Crowchild, T'suu Tina Nation
          
 
 
 

Welcome:

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

 Welcome by Conference Co-Chairs:

  • George Arcand Jr., CEO of Administration, Fort McKay First Nation, AB
  • Gina Potts, Chief Operating Officer, A3 Limited
 
  Remarks by Lead Sponsor: Keith Martell, CPA, CA, CAFM, Chief Executive Officer, First Nations Bank of Canada

           


9:00 am - 10:30 am
Opening Plenary - Inside the Aboriginal Economy - Banking and Investments

Beginning with a keynote about the Aboriginal economy, this panel will explore how banking and wealth management contributes to creating wealth in Indigenous communities.   This wealth creation is both at a community level as well as at a family or individual level.    The importance of demographics and how that contributes to the Aboriginal economy will also part be of this discussion.

Keynote: Don Drummond, Stauffer-Dunning Fellow Queen's University, Former Chief Economist and SVP, TD Bank and Former Associate Deputy Minister Finance Canada

Moderator: Harold Tarbell, Tarbell Facilitation Network
Panelists: Simona Bignami, Associate Professor, Department of Demography, University of Montreal
Don Drummond, Stauffer-Dunning Fellow Queen's University, Former Chief Economist and SVP, TD Bank and Former Associate Deputy Minister Finance Canada
Keith Martell, CPA, CA, CAFM, Chief Executive Officer, First Nations Bank of Canada
Tracee Smith, MBA, Master of Finance, and CPA candidate,  Principal, Indigenous Global Fund
 

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

 
11:00 am - 12:15 pm Concurrent Workshops and Information Sessions

 Workshop A 

Financial Management - How to Reduce Audit Fees and Administrative Burden to Maximize Program and Community-Based Service Delivery - Macleod Hall D
Reducing audit fees and administrative burden to maximize program and community based service delivery is an all too common obligation.  Having to do more for less with greater emphasis on competing scarce resources is going to become more and more of our annual reality.  In the presentation that follows, delegates will learn how to:
Reduce audit fees by $20,000 in one fiscal year;
Eliminate suffering from Excel;
Strategize mid-year with Budgets vs Forecasts – what’s the difference and why is their difference important?;
Automate Accounting Office – the ‘One Minute Bank Rec’ and other tools;
Structure Chart of Accounts to maximize the effortlessness of financial reporting; and
How to use the RFP process to choose the right auditor.
Speakers: Adrienne Hill, Trustee, Na-Cho Nyak Dun First Nation Investment Trust and Na-Cho Nyak Dun First Nation Business Trust
John Rankin, CPA, CA, CFE, DIFA, MBA



 Workshop B Community Administration - Sayisi Dene Relocation Settlement Trust: Development and Implementation - Macleod Hall B
Sayisi Dene First Nation (SDFN) is a northern Manitoba fly-in community. They were forcibly relocated from their territory in 1956. In 2016 Canada agreed to a settlement and an apology resulting in the establishment of a Trust for future generations. SDFN will present a case study on Community Trust with an Independent Trustee. The trust has three Trustees who are members of SDFN and one Trustee who is not a member but has experience acting as a fiduciary. Four initial programs were established to ensure immediate benefits were received by members, including a healthy foods program and a summer literacy camp. In order to ensure an immediately functioning trust the Trust Policies and Procedures were also developed prior to the receipt of funding.
The presentation will tell the story of how the Sayisi Dene approached the development and implementation of their Relocation Trust and share lessons learned.
Speakers: Shannon Perez, Trustee, Sayisi Dene First Nation Relocation Settlement Trust
Catherine Twinn, QC, B.A, LL.B, LL.M, Barrister and Solicitor, Alberta and Mediator and Certified Arbitrator



 
Workshop C
Leadership - Indigenous Educational Pathways: Establishing Partnerships to Facilitate Success - Macleod Hall A1
It has been ten years since Stonechild wrote of postsecondary education as “the new buffalo,” a metaphor that points to the power of education to provide the necessities of life for Indigenous peoples. Since then, studies have documented the historical, social, cultural, linguistic, institutional, geographic, financial, familial and motivational barriers Indigenous learners face in the pursuit of higher education. While many institutions have implemented initiatives to redress these barriers, some studies suggest that they have not achieved the desired results, possibly because they fail to acknowledge that pathways of educational progression and concepts of success are fundamentally different for Indigenous learners.
In this presentation, we review the literature on educational pathways and definitions of success as they pertain to Indigenous learners, focusing specifically on the need to take a life-course perspective when determining educational policies and structures for Indigenous learners. Engaging with Augustine’s (1998) middle ground approach to Indigenous postsecondary education and the theoretical perspective of two-eyed seeing advanced by Mi’kmaw elders Murdena and Albert Marshall, we suggest how postsecondary institutions might indigenize, not only in terms of course content and student support, but more deeply through altered perspectives on the goals of postsecondary education and the very definition of success. We then present as a case study the recent partnership established between AFOA and Cape Breton University to establish new pathways into the MBA program for Indigenous learners.
Speakers: Mary Beth Doucette, Executive Director, Purdy Crawford Chair in Aboriginal Business Studies, Cape Breton University
Gina Létourneau, B.Comm, MBA, Director, Advanced Certificate in Accounting and Finance, CPA Canada

  
 Workshop D
Business Development - Community Business Development – Success Stories - Macleod Hall A
​Since 2011, Community Futures Treaty Seven has hosted a Business Resource Support Group which hosts different types of business development initiatives throughout the year.  Learn about one such event, the "First Nation Entrepreneur Symposiums / First Nations Business Builder Series". This has become a platform to communicate to communities in and around Treaty 7 territory that vendors and corporations are open for business by hosting two-day business builder training workshops to enhance business and entrepreneurial capacity of First Nation individuals in Treaty Seven. These successful entrepreneurs have been showcased  by having a platform to sell their wares and talents.
Speakers: Shane Breaker, General Manager, Retail & Construction Development Services, Siksika Resource Development Ltd.
Shawna Morning Bull, Manager Business Development, Community Futures Treaty Seven
Tony Colabella, Business Advisor, Consulting Services, MNP LLP



 
Workshop E
Financial Management - First Nations Financial Wellness in Canada - Macleod Hall C
Prosper Canada and AFOA Canada will review the research on financial wellness, barriers to wellness and lessons learned, active financial empowerment supports such as school programs, workshops, financial coaching, etc. The barriers to wellness will be discussed, including economic, educational, and systemic. 
Learn how First Nations' communities can build financial wellness though financial literacy, higher incomes, financial inclusion and financial health  savings and asset building, RESPs, RDSPs, individual development accounts, TFSAs and RRSPs. Participants will also learn about trust and investments with key areas of discussion centered around the reasons to have a trust, trust basics, trust designs, understanding investments and selecting firms to work with as you go forward.
Speakers: Simon Brascoupé, Vice-President Education and Training, AFOA Canada
Dr. Jerry Buckland, Professor, Menno Simons College, a College of Canadian Mennonite University
Natasha McKenna, Program Officer, Prosper Canada


Information Session 1
Trust & Investments - Understanding and Building Your Financial Future - Glen 201
This session will give you a sound understanding of trusts and investments. The key areas of discussion will be centre around:
1. Why have a Trust
2. Trust Basics
3. Trust Designs
4. Understanding Investments
5. Selecting firms to work with as you go forward
This session is a good refresher for Nations who currently have Trusts and a great opportunity for Nations who have yet to receive their settlements, whether they are a settlement from Canada or an Impact Benefit Agreement.
Co-sponsored by: Peace Hills Trust and Dixon Mitchell Investment Counsel


 Information Session 2
The Pension Revolution: Time to Take Control of First Nations' Pension Plans - Glen 203
Are you paying too much and receiving too little from your pension plan? How would you know?
  The people who sell pension plans know more about them than the people who buy them.  There is an information imbalance and some, not all, but some use that imbalance to their benefit rather than the plan members.  There is a solution: a Pension Revolution!
Drawing heavily from “The Pension Revolution”, Keith Ambachtsheer’s 2007 book, Chris Maxfield will apply the concepts in Ambachtsheer’s book to the First Nations marketplace.  Please join us to hear, and discuss, the movement to change the current state of affairs.
  Topics of interest include: i) The principal-agent problem in which one person or entity (the agent) is able to make decisions that impact the interests of another person or entity (the principal), the plan members; ii) Too many investment choices at too high a cost; and iii) Examples of how lower investment management fees produce higher pension balances over time, along with a discussion on how lower fees positively impact plan members and, thus, all First Nations Communities.
  Chris Maxfield has worked only with First Nations for over two decades in the area of pension and benefits and is Vice President at TIPI Insurance Partners.  He will be referring often to the writings of Keith Ambachtsheer who is Director Emeritus of the International Centre for Pension Management at the Rotman School of Management, University of Toronto.
Speaker: Chris Maxfield, Vice President , Tipi Insurance Partners

Co-sponsored by: IMI Brokerage LP and TIPI Insurance Partners


 Information Session 3 Housing Financial Literacy - Glen 209
Research has shown that many Canadians do not have the necessary awareness and knowledge of key financial concepts or programs and services required to make prudent financial decisions. Furthermore, research has found that there is minimal financial literacy education specifically related to the housing sector. 
Whether renting or buying, CMHC has resources to help you! Learn some interesting facts, tips and tools that can help you and your members make better informed decisions related to housing that can have an impact on your long term financial goals.
Also, have a say on what other types of resources and training CMHC could offer to your community to help improve financial literacy.
Speaker: Ina Wielinga, Knowledge Transfer Consultant, Canada Mortgage and Housing Corporation
Sponsored by: Canada Mortgage and Housing Corporation (CMHC)
   

 
12:30 pm - 2:30 pm 
Luncheon and Presentation of the PotashCorp Aboriginal Youth Financial Management Awards - Exhibition Hall E

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. This is the eleventh year that the awards will be presented to three young recipients at the National Conference.

Presenter: Lisa Mooney, Senior Aboriginal Relations Specialist, Potash Corporation of Saskatchewan Inc.

Youth Award Recipients:
Robyn Black
– Mistawasis First Nation, 18 years old, Grade 12 – Leask Community School
Brandon Hudson – Bearskin Lake First Nation, 15 years old, Grade 11 – Queen Elizabeth District High School
Christian Wigger – Saddle Lake First Nation, 17 years old, Grade 12 – Old Scona Academic High School
            
Sponsored by
:



       
2:45 pm - 4:15 pm
Concurrent Workshops and Information Session:
 
 
 
 Workshop F Financial Management - The Future of Accounting – Impact of Technology and Best Practices and Trends - Macleod Hall A
The Indigenous community is a very important stakeholder of the Public Sector Accounting Board (PSAB).  The presentation will provide an update on the key strategies, projects under development and standards that will take effect in the upcoming years. The intent of the presentation will be to provide insights into upcoming public sector accounting standards and develop relationships and further understanding between PSAB and the indigenous financial community.  
The session will also provide a summary of how technology is transforming accounting.  Attendees will get a better understanding of how the cloud, software and mobile technology may impact the profession over the next decade.  Innovation may benefit First Nations through the use of these disruptive technologies and this session will discuss the costs and benefits of adopting the new solutions.
Speakers: Scott Greenlay, National Director, Technology Consulting, MNP LLP
Clayton Norris, CAFM, CMA, CPA, MBA, Vice President, Aboriginal Services, MNP LLP
Michael Puskaric, Director of Public Sector Accounting Standards, Public Sector Accounting Board (PSAB)

 Workshop G Community Administration - Philanthropy and Qualified Donee Status - Macleod Hall D
There is enormous potential to strengthen the connections between First Nations and Canada’s Philanthropic sector. Each year, the philanthropic community provides billions in the form or grants and investments across Canada.  
The panel will discuss how First Nation governments can register as “Qualified Donees” under the Income Tax Act (Canada). This enables them to issue tax receipts for donations from individuals and businesses, and to receive grants from charitable foundations, many of which are eager to work co-operatively with First Nations to address community needs and opportunities.
Overall, this session will explore the potential for more constructive relationships between First Nations and the philanthropic sector, and will explain how to apply for, maintain and build upon Qualified Donee status.
Speakers: Wanda Brascoupé Peters, Executive Director, The Circle on Philanthropy and Aboriginal Peoples in Canada
Richard Bridge, Lawyer for Charities
Todd Hoskin, Chief Executive Officer, Ulnooweg Development Group Inc.
Nicole McDonald, Program Director, Indigenous Initiatives, The J.W. McConnell Family Foundation



 Workshop H
Leadership - Planning for the Future: Tla-o-qui-aht First Nation’s Strategy for Capacity Development - Macleod Hall C
The members of Tla-o-qui-aht First Nation have voiced their concerns over the lack of training and employment for its community members.  In the last 2 years, TFN Administration with the support of Chief and Council has undertaken several initiatives to address these capacity concerns.  In order to implement the initiatives, TFN first passed a number of new policies to ensure best practices are being followed.  
Projects to be discussed will include the process of developing the new policies in accordance with best practices (HR, Financial Administrative Law, Records Management); undertaking mentorship and education programs for those employees wanting to advance to senior positions; implementing training budgets to ensure staff are maintaining best practices in their field of work; development of a digital records management system where all staff will be trained on the system and have remote access to documents related to their field; and starting a construction training program in collaboration with INAC, CMHC and local universities that is providing community members with trades skills for upcoming construction projects.
These activities have required a large amount of resources from Administration but it is without doubt that it will provide long-term benefits to the community.  Such initiatives are not without their challenges.  The presenters will address the challenges and highlight what they believe have contributed to the success of each initiative.
 
 Workshop I
Business Development - Evaluating and Understanding Investment Portfolio Performance and Benchmarking - Macleod Hall A1
Understanding how to objectively evaluate investment performance and implement appropriate benchmarks is crucially important for First Nations communities seeking to maximize the sustainable wealth generated by their investment portfolios. Through interactive case study examples and shared best practices outlining the different ways to measure investment performance and determine suitable investment portfolio benchmarks, this presentation provides community financial professionals with the expertise necessary to objectively assess whether the external investment managers they employ are meeting these expectations over time. 
The speakers will also discuss how much Trustees should withdraw from a community’s Trust if the goal is to preserve the value for generations to come. This presentation will take the audience through an historical account of stock and bond market behavior, and three types of disbursement policies which could be utilized to satisfy the short and long term objectives of the trust.
Speakers: Michael Job, Vice President, Portfolio Manager, Leith Wheeler Investment Counsel
Sheila Norman, CFA, Partner, CGOV Asset Management



 Workshop J
Community Administration - The Path Toward Financial Security - Macleod Hall B
In this session, you will hear representatives of First Nations communities describe how the First Nation governments they have worked in have embraced capacity building across several fronts and applied it in their decision-making strategies designed to increase wealth and prosperity at both the individual and community levels.  You will also hear how the First Nations Market Housing Fund is supporting them on their chosen paths. 
  The First Nations Market Housing Fund (“the Fund”) works with First Nations to attract private financing for homes on reserve, on settlement lands and on lands set aside. The Fund also provides capacity building supports to help strengthen First Nation governments in the areas of financial management, governance and community commitment. Through the professional development of their leadership and staff, the enhancement of a First Nation's codes, policies, laws and by-laws; and the transfer of knowledge to individual citizens to increase financial literacy, the Fund enables First Nations to realize on their economic potential.
Moderator: Deborah Taylor, Executive Director, First Nations Market Housing Fund
Speakers: John Beaucage, Chair of the Trustees, First Nations Market Housing Fund
Dan Brant, Consultant, Member and Former CAO of Mohawks of the Bay of Quinte, ON
Lory Oberst, Housing Manager, Skwah First Nation, BC
 
 Information Session 4 The Certified Aboriginal Professional Administrators (CAPA) Program - Glen 201
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 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, MA, CAPA, Vice President, Education and Training, AFOA Canada


4:30 pm - 5:45 pm
 AFOA Canada Annual General Meeting - Macleod Hall A
 

Information Session 2:

Workshop A
Workshop A

Thursday, February 9, 2017

    7:30 am - 4:00 pm Registration - Exhibition Hall Foyer
Opportunity still available. Contact the AFOA Canada Conference Secretariat at 1-866-775-1816 or AFOA Canada today at 1-866-722-2362!
 
7:30 am - 8:00 am

Sunrise Ceremony: Elder Sykes Powderface, Stoney Nakoda Nation, AB - Telus 107

 
7:30 am - 8:30 am

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

Prayer / Welcome / Plenary - Exhibition Hall E

   
Welcome by Community Partner Sponsor - 
Opportunity still available. Contact the AFOA Canada Conference Secretariat at 1-866-775-1816 or AFOA Canada today at 1-866-722-2362!

Welcome by New Fiscal Relationship Panel Sponsor - Opportunity still available. Contact the AFOA Canada Conference Secretariat at 1-866-775-1816 or AFOA Canada today at 1-866-722-2362!

   
Plenary – The New Fiscal Relationship Panel

In the past year the Government of Canada signed a Memorandum of Understanding with the Assembly of First Nations (AFN) on a New Fiscal Relationship. The AFN is developing key principles that will guide this work to be undertaken in this area. In the fall of 2016, Indigenous and Northern Affairs Canada have been seeking input on five policy areas including the Treasury Board Policy on Transfer Payments, Funding Model, Default Management and Prevention Policy, General Assessment, Transparency and Accountability and Transparency. The panel will discuss the new fiscal relationship and the findings of the input on the five policy areas.

Keynote: Don Drummond, Stauffer-Dunning Fellow Queen's University, Former Chief Economist and Senior Vice-President, TD Bank, Former Associate Deputy Minister Finance Canada and Advisor to the Assembly of First Nations

Moderator:  Harold Tarbell, Facilitator, Tarbell Facilitation Network
Panelists: Don Drummond, Stauffer-Dunning Fellow Queen's University, Former Chief Economist and Senior Vice-President, TD Bank, Former Associate Deputy Minister Finance Canada and Advisor to the Assembly of First Nations
Terry GoodtrackMPA, B Admin, CPA, CGA, CAFM, CAPA, C. Dir, President and CEO, AFOA Canada
Desmond Gould, Director of Operations, Swan Lake First Nation, MB
Lynette Roulette, Chief Executive Officer, Sandy Bay First Nation, MB
Renetta Siemens
, Deputy Chief Financial Officer, Indigenous and Northern Affairs Canada
 
10:00 am - 10:30 am

Networking Break / Visit the Exhibitors and the Xerox Technology Café - Exhibition Hall C/D
 
10:30 am - 12:00 pm

Concurrent Workshops and Information Sessions

   Workshop  K
Financial Management - Cybersecurity – Cyber Fraud and Blockchain Technology 101 - Macleod Hall D
Cybersecurity is an issue at the forefront for all organizations including those in the Aboriginal economy. This presentation will equip participants with information to prevent cyber fraud from both within and outside their organizations, minimize losses and apply best practices in the management of their operations. Presentation highlights include the nature of cyber fraud and its impact on businesses, cyber fraud by insiders, prevalent cyber crimes, including phishing, business email compromise (BEC), baiting scenarios and threats from social media, preventive measures and best practices to protect organizations from being victims of cybercrime.
In the second part of this workshop learn about Blockchain, the technology behind Bitcoin. According to a recent survey of banking executives, "Blockchain will prove to be the most significant technology development to affect financial services since the Internet".  This new technology provides a digital ledger of economic transactions to record virtually everything of value and importance; birth and death certificates, marriage licenses, deeds and titles of ownership, educational degrees, financial accounts, medical procedures, insurance claims, votes and anything else that can be represented. Learn about opportunities this presents to First Nations and case studies where it is being applied.
Speakers: Brian Beveridge, CMC, Technology Consulting Services, MNP LLP
Rosanne Walters
, BDO Partner, Forensic and Fraud Services, BDO Canada

 
 

   Workshop  L
Community Administration - INAC 5 Policy Review - Macleod Hall B
As part of the new relationship between the Crown and Indigenous communities, the federal government is asking Indigenous Communities to provide input to their policies and practices. In the fall of 2016, AFOA Canada engaged its members to provide input in to the Treasury Board Transfer Payments Policy, General Assessment, INAC Funding Models, Default Prevention and Management Policy and the First Nations Financial Transparency Act. A final report which summarizes our members' concerns and recommendations in each area was prepared and the presenters will discuss in detail the findings of the report.
Speakers: Lise Oakley, Project Manager, The Castlemain Group
Vickie Whitehead, CAFM, Senior Manager, Aboriginal Client Services, Deloitte


 
   Workshop  M
Leadership - Community Growth and Sustainability Takes Time and Careful Planning - Macleod Hall C
 
 
 
A significant amount of new wealth is being created within the Aboriginal Community across Canada as a result of land and specific claim settlements, resource sharing opportunities, gaming revenues, economic development initiatives and other revenue generating sources.  This accumulation of wealth is placing tremendous responsibility upon leadership to prudently manage such resources while also balancing the needs of today with that of future generations.
Participants will learn basic concepts in managing community change combined with best practices in the planning, implementation and oversight of an effective and sustainable community investment strategy. As part of discussions, Tsawwassen First Nation will share how they are creating sustainable wealth by effectively integrating the benefits of their local economic development initiatives together with the creation of a Community Legacy Trust.
Speakers: Ismo Heikkila, National Director, T.E. Wealth Aboriginal Services
Jack Jamieson, Vice President, T.E. Wealth Aboriginal Services
Tom McCarthy, Chief Administration Officer, Tsawwassen First Nation, BC
 
 
 
 
 
   Workshop  N
Business Development - New Relationship Trust: Economic Development Support Team - Macleod Hall A1
New Relationship Trust (NRT) was established in 2006 to assist First Nations in British Columbia to build their capacity to enhance governance, leadership, and institutional and human resources capacity to address social, culture and economic needs and priorities.
The Economic Development Support Team (EDST) is a three-year pilot project created by NRT and Western Economic Diversification Canada (WD) that provides unbiased industry awareness and corporate knowledge to First Nations that wish to participate in the economic opportunities in their territories.  
Learn about EDST’s objectives and how this model can assist your community:
Provide industry-specific advice to First Nations wanting to create projects and/or engage with project proponents;
Mentor community business leaders to promote capacity development;
Help communities identify projects goals, create strategic plans and implementation plans; and
Develop on-line modules that capture the advisory service provided during this pilot project.
Speakers: Cliff Fregin, Chief Executive Officer, New Relationship Trust
Chanze Gamble, General Manager, New Relationship Trust



   Workshop  O
Healthy Workplace (Human Resources) - Employee Health – A New Perspective on Risk Management - Macleod Hall A
Saskatchewan Indian Gaming Authority (SIGA) has undergone a unique journey in creating a corporate culture that balances operational goals and the traditional aspects of First Nations culture. SIGA recognizes that in the 21st century the next stage of improving health and preventing disease will involve a major emphasis on population-level, nonclinical strategies. SIGA’s total approach to Health & Wellness incorporates all healing aspects of the medicine wheel including spirituality, physical being, mental and emotional states. Efforts around these strategies are not only focused on changing individual behavior but also the social, cultural and working environment.
The burden of chronic disease is rising at a significant rate in Canada. Chronic disease today is also shifting to younger-age workers. With this change early onset chronic disease not only increases health care costs, but also illness-related absence and productivity losses.  The workplace is an ideal environment to focus on health promotion and disease prevention. SIGA’s emphasis on instilling a sense of pride in ourselves comes from one of our guiding principles Miskasowin. Our focus is to empower our employees by using our custom Health & Wellness programs centered around the medicine wheel. The employer/employee relationship can be effectively used to direct desired healthy behaviors that change the long-term trajectory of employee and community health.
Speakers: Kenzie Bergeron, Benefits Manager, Saskatchewan Indian Gaming Authority
Mike Kennedy, Vice President, National Leader of Health Strategies and Wellness, Aon Risk Solutions



   Information  Session 5
Trust & Investments – Understanding and Building Your Financial Future - Glen 201
This session will give you a sound understanding of trusts and investments. The key areas of discussion will be centre around:
1. Why have a Trust
2. Trust Basics
3. Trust Designs
4. Understanding Investments
5. Selecting firms to work with as you go forward
This session is a good refresher for Nations who currently have Trusts and a great opportunity for Nations who have yet to receive their settlements, whether they are a settlement from Canada or an Impact Benefit Agreement.
Speakers:  Jeff Frketich, FCPA, FCGA, CPA, AVP Trust Services, Peace Hills Trust
Don Stuart, CFA, Executive Vice President, Dixon Mitchell Investment Counsel
Georgina Villeneuve, MBA, MTI, VP Trust Services, Peace Hills Trust


Co-sponsored by: Peace Hills Trust and Dixon Mitchell Investment Counsel


   Information Session 6
The Pension Revolution: Time to Take Control of First Nations’ Pension Plans - Glen 203
Are you paying too much and receiving too little from your pension plan? How would you know?
  The people who sell pension plans know more about them than the people who buy them.  There is an information imbalance and some, not all, but some use that imbalance to their benefit rather than the plan members.  There is a solution: a Pension Revolution!
Drawing heavily from “The Pension Revolution”, Keith Ambachtsheer’s 2007 book, Chris Maxfield will apply the concepts in Ambachtsheer’s book to the First Nations marketplace.  Please join us to hear, and discuss, the movement to change the current state of affairs.
  Topics of interest include: i) The principal-agent problem in which one person or entity (the agent) is able to make decisions that impact the interests of another person or entity (the principal), the plan members; ii) Too many investment choices at too high a cost; and iii) Examples of how lower investment management fees produce higher pension balances over time, along with a discussion on how lower fees positively impact plan members and, thus, all First Nations Communities.
  Chris Maxfield has worked only with First Nations for over two decades in the area of pension and benefits and he will be referring often to the writings of Keith Ambachtsheer who is Director Emeritus of the International Centre for Pension Management at the Rotman School of Management, University of Toronto.
Speaker: Chris Maxfield, Vice President , Tipi Insurance Partners

Co-sponsored by: IMI Brokerage LP and TIPI Insurance Partners


   Information Session 7 Housing Financial Literacy - Glen 209
Research has shown that many Canadians do not have the necessary awareness and knowledge of key financial concepts or programs and services required to make prudent financial decisions. Furthermore, research has found that there is minimal financial literacy education specifically related to the housing sector. 
Whether renting or buying, CMHC has resources to help you! Learn some interesting facts, tips and tools that can help you and your members make better informed decisions related to housing that can have an impact on your long term financial goals.
Also, have a say on what other types of resources and training CMHC could offer to your community to help improve financial literacy.
Speaker: Ina Wielinga, Knowledge Transfer Consultant, Canada Mortgage and Housing Corporation
Sponsored by: Canada Mortgage and Housing Corporation (CMHC)
 
 
12:00 – 12:30 pm

Refreshment Break / Last Chance to Visit the Exhibitors and the Xerox Technology Café - Exhibition Hall C/D
 
12:30 - 2:30 pm

Luncheon and Remarks by Conference Co-Chair, AFOA Canada Chair of the Board and AFOA Canada President and CEO - Exhibition Hall E
 
Co-Chairs: George Arcand Jr., CEO of Administration, Fort McKay First Nation, AB
Gina Potts, Chief Operating Officer, A3 Limited

Luncheon Sponsor Address: Marshall Murdock,  Vice President, Business Development, Marketing and Relationship Manager, Aboriginal Services Group, Aon Risk Solutions
 
Closing Luncheon Entertainment: Kiit - Aboriginal Master Hypnotist Entertainer

Closing Remarks: Chris Sicotte, Chairman of the Board of Directors, AFOA Canada
Terry Goodtrack,
 MPA, B Admin, CPA, CGA, CAFM, CAPA, C. Dir, President and CEO, AFOA Canada

Exhibitor Passport Draw sponsored by Air Canada

Luncheon sponsored by:

 
2:45 pm - 4:00 pm       

Concurrent Workshops and Information Sessions

   Workshop P Financial Management - Managing the Procurement Process - Macleod Hall D
This session will help leaders and administrators on how to build a social mandate into their relationship with suppliers that puts the onus on suppliers to provide financial capacity building and options to not only the leaders and administrators but the whole community.
Part of this presentation will highlight communities that have built a capacity building (social mandate) into their service provider agreements. In addition delegates will learn how to understand and manage the procurement process including advice on writing stronger proposals and running a fair, transparent and open process in order to receive the best contracts for goods or services they are offering.
Speakers:  Jeff Frketich, FCPA, FCGA, CFA, AVP Trust Services, Peace Hills Trust
Graham Ragan, Partner, Gowling WLG
Georgina Villeneuve, MBA, MTI, VP Trust Services, Peace Hills Trust



   Workshop Q Community Administration -  What a Financial Officer/CFO Should Know About Property Taxes - Macleod Hall B
An overview of the roles and responsibilities of financial practitioners in managing and reporting local revenue account activities. Learn how the FNTC is working to reduce the barriers to economic development on First Nation lands, increasing investor certainty, and enabling First Nations to be part of their regional economies. FNTC’s mandate is to fill the institutional vacuum that has prevented First Nations from participating in the market economy and creating a national regulatory framework for First Nation tax systems that meets or beats the standards of provinces.
Property tax revenue is being used to strengthen governance, build infrastructure, create communities and support economies. However, there are still a large number of First Nations in Canada that have yet to assert their property tax jurisdiction. 
This presentation will assist financial practitioners in understanding their roles and responsibilities related to managing and reporting of Local Revenue Account activities as well as the importance of implementing property taxation.
Speakers: Dalyn C. Bear, Councillor, Whitecap Dakota First Nation, SK
Marlene Gaudry, CPA, CA, Consultant, BPS Business Process Solutions Inc.
Trenton Paul, Director of Policy and Law Review, First Nations Tax Commission


   Workshop R Business Development - Maximizing Opportunities in Alberta’s Renewable Energy Sector: The Ontario Experience - Macleod Hall C
On November 3, 2016, the Alberta Government announced that it is moving forward with support with a Renewable Energy Program.  The program will encourage the development of 5000 MW of renewable energy connection between now and 2030.  Competitions for renewable energy development are intended to commence in 2017.  This workshop will review the Ontario experience and review how First Nations in Ontario were successful in leveraging Aboriginal Consultation obligations and mutual economic development objectives to create a renewable energy development program in Ontario that prioritized partnerships with First Nations and Métis groups.  Attendees will hear from a lawyer and a former Council Member of Curve Lake First Nation with first-hand experience in legal and policy development in renewable energy procurement.  Since the launch of the programs in 2008/2009, First Nations and Métis involvement in Ontario has increased steadily and now First Nations are partnered in 70% of the total MW capacity that was recently awarded in Ontario’s Large Renewable Procurement Program (320MW out of 455MW).
Speakers: Cherie Brant, Partner, Dickinson Wright LLP
Zachary McCue, First Nations Support Services, Dickinson Wright LLP


   Workshop S Business Development - Big Business Financing - Macleod Hall A
Many Aboriginal Economic Development Corporations have achieved great success to date, and many more have the potential to grow into impressive and dynamic business organizations. One of the major obstacles faced by AEDCs on the path to success is securing access to significant project financing, especially when doing business on reserves or looking to take part in major equity projects. These hurdles are made more complicated by regulatory and legal issues specific to aboriginal organizations.
We will identify the main challenges associated with the financing of various types of business ventures, and discuss possible solutions to address these issues. We will also touch upon strategies to deal with various financial stakeholders when projects or businesses hit a speed-bump.
Speakers: Eric Barbieri, Partner, Richter LLP
Mike McIntyre, CPA, CA, CAFM, Chief Financial Officer, Membertou First Nation, NS
Mark Shadeed, Director Aboriginal Banking Quebec & Atlantic, BMO Bank of Montreal



   Workshop T Healthy Workplace (Human Resources) - The Benefits and Uses of a Skills Audit and Inventory: A More Proactive Way to Identify and Develop the Hidden Talent in Your Organization or Community - Macleod Hall A1
Today, performance management has become an indispensable element of an organizations’ success. Matching the organization’s strategic objectives with the skills of its' people through the training and development strategies, workplace skills plans, individual development plans, and performance management reviews are increasingly becoming standard fare in most human resource management strategies. One of the biggest challenges that organizations face is how best to manage the diversity of skills and capabilities of their employees as well as how best to identify such skills and potential in the members of the community. 
A skills audit and skills inventory can help by defining the core competencies that are needed; by making sure investments in skills and training are aligned with organizational and community goals and objectives, by helping to reduce training and recruitment costs.  This presentation will introduce leaders, managers and employees to key information regarding the use of a skills audit and the benefits of a skill inventory for future HR planning and strategic planning. This includes:
Definition of a skills audit and skills inventory
How a skills audit should be conducted including the steps for how to undertake skills audit and inventory in your organization or community
How best to identify the key skills that your organization or community need today and will need in the future 
Brief example of a case study of how an effective skills audit and skills inventory helps to inform Human resource planning efforts particularly as it relates to hiring, training and development as well as performance management. 
Speaker: Manon Lamontagne, MBA, CHRP, CAPA, Human Resources Consultant


   Information Session 8 Government Benefits: The Potential of Community Volunteer Income Tax Clinics (CVITP) - Glen 201
The new 2016 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) is one way 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:
Discuss some of the challenges Indigenous peoples face when filing taxes and accessing benefits;
Highlight the benefits of tax filing for individuals and families and how it supports overall financial wellness;
Introduce the CVITP, what is involved and share what has worked in First Nations communities  that have offered this service to their members; and
•         Suggest questions and steps to consider when planning to support your community in this area.
Speakers: Simon Brascoupé, Vice-President Education and Training, AFOA Canada
Cayla Linaker, Regional Outreach Program Officer, Prairie Region,  Canada Revenue Agency
Natasha McKenna, Program Officer, Prosper Canada
Cheryl Wells, Regional Outreach Partnerships Officer, Regional Programs, Prairies Regional Office, Canada Revenue Agency


   Information Session 9 Becoming a Certified Aboriginal Financial Manager (CAFM) and Chartered Professional Accountant (CPA) Alignment - Glen 203
The Certified Aboriginal Financial Manager (CAFM) designation is fast becoming 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!
Speaker: Randy Mayes, CAFM, Manager, Education & Membership, AFOA Canada

 
5:30 pm - 6:30 pm

President's Reception - Hyatt Regency Calgary Hotel, Sandstone Lounge, Hotel Main Floor

Sponsored by: 


           

Sponsor Remarks:

Entertainment: Curt Young

 
6:30 pm - 11:00 pm 

Dinner / Presentation of the MNP AFOA Canada Excellence in Aboriginal Leadership Awards / CAFM/CAPA Convocation / Entertainment - Hyatt Regency Hotel, Imperial Ballroom, Convention Level
   
Pre-dinner cultural entertainment: Turning Robe Drummers and Dancers

Sponsored by:


   
Dinner sponsored by:  

           

Sponsor Remarks: Ravina Bains, National Director, Aboriginal Financial Services, Scotiabank

Presentation of the 17th MNP-AFOA Canada Excellence in Aboriginal Leadership Awards
Presenter: Clayton Norris, CAFM, CMA, CPA, MBA, Vice President, Aboriginal Services, MNP LLP
   
Sponsored by: 

   
CAFM/CAPA Convocations sponsored by:
   
After dinner entertainment:

Armond Duckchief

Entertainment Sponsored by: